VerifiedVersion: BI V213 min read
Reporting and business intelligence
Use certified metrics, insights, and forecasts without misleading interpretation.
Who is this for?Owner, executive manager, business analyst
Applies toAll businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Choose a certified metric
- ✓Filter business, branch, and period
- ✓Distinguish insight from recommendation
- ✓Read forecast quality
02
Operating workflow
- 01
Define the business question
- 02
Select metric and scope
- 03
Review data quality and completeness
- 04
Compare trend and contribution
- 05
Turn the result into a governed decision
03
Operating and safety controls
Do not use raw SQL from the interface
Do not treat a forecast as fact
A recommendation does not automatically execute an operational change
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.