Spreadsheet Intelligence Pro

Spreadsheet Intelligence Pro: practical plan

Workbook audit plan

Preserve and map

Make a read-only copy, record file version and owner, then inventory sheets, tables, named ranges, hidden rows, formulas, external links and macros. Identify the authoritative source tabs before changing anything.

Data quality checks

• Normalize date formats and timezone assumptions.
• Count blank, duplicate and malformed customer IDs.
• Compare row counts across tabs and identify overlap.
• Trace total formulas and check ranges for omissions.
• Review external links and stale refresh timestamps.

Reconciliation

Choose a control total from a trusted source. Reconcile by month and customer segment. Separate timing differences, duplicate records and formula errors. Do not overwrite raw data.

Findings log

Closeout

Document formulas changed, validation performed and residual differences. Keep the original and create a repeatable refresh process.

Measurement and review

Record the baseline, source, date range, denominator and owner. Use one primary measure plus quality guardrails; compare like-for-like cohorts and disclose missing data. Treat estimates as scenarios, not observed outcomes.

Risks and controls

Check relevance, consent, disclosure, workload and downside before scaling. Keep an evidence trail, obtain human review for material commitments, and pause if trust, quality or compliance signals deteriorate.

Next steps

1. Confirm the goal, audience and available capacity.
2. Gather the minimum evidence for a first test.
3. Assign an owner, budget and review date.
4. Run a small pilot, record outcomes and decide whether to iterate, expand or stop.