Ask your business. Not your dashboard.
Ask in plain language, like you would ask your best analyst.
Every answer includes
- A direct answerIn plain language, often with a chart.
- The reasonsWhat drove the number, and by how much.
- Evidence and sourcesEvery figure traced to its system.
- A suggested next stepWith an owner and, when needed, an approver.
What happens to margin if we cap renewal discounts at 15%?
A 15% cap would lift gross margin about 1.1 points over four quarters. Nine contracts limit the change, and $420K ARR has pushed back on price before.
- 1
38 of 112 upcoming renewals carry discounts above 15%
CRM · Renewals, next 4 quarters
- 2
9 contracts include fixed renewal discounts
Contracts · Discount clauses
- 3
Last list price change: 2 of 31 renewals churned
ERP · Invoice history
Question types
From what happened to what if.
What happened?
“How did the business do this week?”
Why did it happen?
“Why did margin fall in the Midwest?”
What is changing?
“Which customers are at risk of leaving?”
What should we do?
“Where should we move stock first?”
What if?
“What happens if we raise prices 3%?”
What would you ask first?
Bring the question your team spends the most time answering.