Four Dashboards, Four Different Forecasts

Data Breakthroughs — S2E1: Four Dashboards, Four Different Forecasts

Real-world data problem solving in action. Guest Koray and host Lior Barak open a community-submitted challenge for the first time on the recording — no prep, no script.

Problem category: Business Intelligence & Dashboarding Runtime: [[34]] minutes

The challenge: A Series B B2B SaaS company has four dashboards reporting the current-quarter sales pipeline, each with a different total — and after a public disagreement between the CFO and the sales manager, the VP has stopped trusting all of them.

The solution: Separate the data problem from the forecasting-logic problem by re-running all four dashboards against a closed historical quarter, then rebuild forward from one agreed calculation with the business in the room at every step.

Key takeaways:

Trust is the real damage. It goes fast and comes back slowly.

Test against a closed quarter before touching anything — it tells you whether the split is in the data or in the assumptions.

Different teams can keep different operational definitions. They cannot keep unagreed ones.

Disclaimer: This podcast is for inspiration and educational purposes. Solutions discussed are general approaches — adapt them to your context and constraints.

Music: "Calisson" courtesy of Riverside