Worksheet

Sales definition sheet

A single page with one row per measure: its name, a one-sentence definition, the source system, the owner and the reports that use it. Start with sales, returns and collections. Ask the accountant to sign off each row.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why Sales and Accounts Report Different Numbers, and How to Fix It”, www.gullysystem.com/blog/why-sales-and-accounts-report-different-numbers