PRACTICE · DATA & ANALYTICS
Answers with an audit trail.
Every close that ships without a bridge is a month of “why?” answered from memory. This practice replaces memory with decomposition: the math runs in code, the narrative comes from the model, and every exhibit traces to a source a CFO can defend.
Nº14
Revenue Analytics Engine — the growth bridge
Period-over-period revenue movement decomposed in code: new, expansion, contraction, churn, price. The bridge answers “where did growth come from?” before the meeting where someone asks it.
Nº15
Sales Mix & Margin Decomposition
Price · volume · mix, separated. When margin moves, this names the driver — and when the driver is mix, it names the product line. Speculation ends where the walk begins.
Nº16
Budget-vs-Actual Variance Packs
The department edition: variances decomposed, owners attached, open questions aged until answered. The pack that turns “over budget” into a specific conversation with a specific person.
Nº17
QBR Assembly
A quarterly exhibit set, assembled from certified sources on a quarterly clock — and a client-facing edition for services firms who owe their own customers a quarterly story.
Nº18
Question-to-Exhibit Pipeline
Ad-hoc analysis, governed: plain-language question in, numbered exhibit out, semantic-layer-or-nothing. If the data can’t answer it defensibly, the pipeline says so instead of improvising.
in code
DECOMPOSITION RULE: MATH IN CODE · NARRATIVE FROM THE MODEL · NEVER FREESTYLE
0
ORPHAN NUMBERS — EVERY FIGURE IN EVERY EXHIBIT CITES A SOURCE OR A MODEL CELL
FIG.
EXHIBITS ARE NUMBERED, TITLED WITH A CLAIM, AND FOOTNOTED — SEE THE INSTRUMENT PANEL
Quarterly documents draw from agreed sources. Material figures need a definition, a traceable calculation, and a reviewer before release.
Every engagement here starts the same place.
Unwrapped inventories, maps, validates, reconciles and orchestrates. It does not move money, post to the general ledger, contact your customers, build chatbots or act as an ERP implementer. Each design names its review points and a checker who did not write the prompt.
A WORKING PREVIEW OF THESE EXHIBITS RUNS ON THE HOME PAGE — THE INSTRUMENT PANEL, SAMPLE MODEL FIGURES ONLY
THE LETTER · BY PAUL MATTSON
Dated. Signed.
Every figure sourced.
One finding about AI in owner-led companies, every two weeks, with the number that held and the number that didn’t.