Impact material · CRM & Data
Checklist: numbers you can trust
A 20-question checklist to find out whether your business metrics are truly reliable: definitions, tracking, integration, attribution, and the operating rhythm that turns data into decisions.
Who it is for: Partners, finance, marketing, sales, and whoever manages data. · Time: 40 minutes to answer; one hour for the plan.
The guide and spreadsheet are currently in Portuguese.
You need this material if…
- Marketing, sales, and finance bring different numbers to the same question.
- The sum of sales across platforms exceeds actual sales.
- Closing the monthly report takes days of spreadsheet work.
- Many leads and customers have no recorded source.
What you get
- Your reliability score across five dimensions.
- Where your numbers break down.
- What to fix first.
- A 90-day action plan broken down by dimension.
- PDF guide and Excel spreadsheet with a completed example (in Portuguese)