Ungated resource

Report Trust Checklist

Score the report your team keeps defending. Find where HubSpot, GA4, ad platforms, spreadsheets, dashboards, and narrative break trust before the next monthly report build.

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Score your report

Source clarity

20 pts

Every number names the system of record, date range, time zone, owner, and refresh cadence.

Metric definitions

20 pts

Stakeholders can see exactly what counts, what is excluded, and where attribution windows differ.

Reconciliation

20 pts

HubSpot, GA4, ad platforms, dashboards, and spreadsheets are reconciled before the report is shared.

Narrative

20 pts

The report explains what changed and why, not just the latest exported metric dump.

Workflow ownership

20 pts

The recurring monthly report build has named owners, checks, exceptions, and next actions.

Direct answer

A trusted report is not the one with the most charts.

A trusted report names where each number came from, how it was defined, why it changed, and what decision it should drive. Use this checklist to turn reconciliation hell into a repeatable workflow before adding more dashboards, templates, or AI summaries.

Printable checklist

Run this before the next report review

Print this section, paste it into the report brief, or use it as the agenda for the first workflow mapping session.

Before the report is built

  • Name the business question the report must answer.
  • Confirm the decision owner and the next action the report should trigger.
  • Pick one system of record for every key metric.
  • Freeze the date range, time zone, attribution window, and exclusions.

Before the report is shared

  • Compare HubSpot, GA4, ad platform, and spreadsheet totals before the meeting.
  • Write a plain-English note for every major number that does not match the native dashboard.
  • Mark duplicate, test, internal, and spam activity as excluded or unresolved.
  • Add a short answer for what changed and why.

Before the workflow is automated

  • Assign an owner for source cleanup and metric definition changes.
  • Document which checks happen every week, month, and quarter.
  • Define when a report should stop and ask a human to review the data.
  • Map the first trusted workflow before expanding into more dashboards.

Rubric

What your score means

The score is not a vanity grade. It tells you whether the report can survive review without a spreadsheet detour.

ScoreStatusNext move
80-100TrustedShip the report and use the appendix only when someone asks for proof.
60-79DefensiblePublish with notes, then fix the gaps that trigger defending the numbers.
40-59FragileExpect reconciliation hell during review; map the workflow before the next cycle.
0-39Manual-riskDo not automate the report yet. Fix definitions and source ownership first.

Conversion path

Bring the disputed report

Maven is the trusted reporting layer for teams that cannot wait on a data team. Start with the report stakeholders already debate, then map the first workflow Maven can make reliable.

Map My First Reporting Workflow
CRM reportingDashboardsAgent workflowPricingWhy numbers never matchMarketing report workflow

FAQ

Questions about report trust

Ready to see the first report your team can trust?

Bring one report where the numbers do not match. We'll map the sources, identify what can be trusted now, and show the first Maven workflow.

We'll map your first trusted reporting workflow

You'll see what Maven handles now: sources, definitions, refreshes, and outputs

No pitch deck. No pressure. 20 minutes.

Map Your First Workflow