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The Forecast That Fell Apart! It was the final review before a major board presentation. Operations, Product, and Commercial teams had contributed to the 12-month forecast. The moment the CEO scanned the forecasted revenue numbers, her brow furrowed.


The Forecast That Fell Apart
It was the final review before a major board presentation.
Operations, Product, and Commercial teams had each been asked to contribute to the upcoming 12-month forecast.
Slides were built. Charts were colourful.
But the moment the CEO scanned the forecasted revenue numbers, her brow furrowed.
“I’m confused… Product says we’ll hit £10M by Q4. Commercial has us closer to £8.2M. And Ops has £9.4M in their dashboard. Which one am I supposed to use?”
What followed was 30 minutes of spreadsheet archaeology.
Here’s what they discovered:
Operations excluded international sales due to data delays.
Product based forecasts on pipeline value, not confirmed deals.
Commercial filtered by a legacy account status no one else was aware of.
And even more troubling?
Each team had a different idea of what counted as “Active Customer”:
One used billing activity
One used login frequency
One used contract signature date
Each team had valid logic.
But without a single source of truth or shared definitions, the result was confusion, not clarity.
This is exactly why enterprise-wide data modelling, training, and consistent definitions are critical for decision-making.
Your teams don’t need more tools.
They need to be aligned : speaking the same data language, using the same logic, and working from the same model.
📉 You’re Not Alone : This Happens Everywhere
According to a Gartner report, companies lose an average of $12.9 million annually due to poor data quality.
A study by Experian found that:
91% of businesses suffer from common data errors like duplicates, outdated information, or inconsistent formats.
69% say inconsistent data across systems undermines their ability to deliver strategic initiatives.
And when it comes to metrics and KPIs:
Only 27% of business leaders trust their company’s data enough to make key decisions confidently.
That’s Where PTR Training Comes In...
We help organisations prevent this very scenario. Our training empowers teams to:
🔹 Build consistent, enterprise-wide data models
🔹 Define clear business logic – and stick to it
🔹 Understand the tools (like Power BI, SQL, and Excel) deeply enough to avoid costly misinterpretations
🔹 Speak a common data language across departments
📅 Courses That Bring Everyone Together
Power BI for Business Teams: Create reports that align with agreed business logic.
Importing and Shaping Data With Power BI | PTR
Build a Power BI Dashboard In a Day | PTR
Tabular Modelling For Power BI | PTR
Data Warehouse Design Essentials: Design scalable, shared data models across the enterprise.
Designing a Data Warehouse | PTR
Understanding Data Warehouse Design | PTR
Creating a Microsoft Fabric Data Warehouse Workshop | PTR
SQL for Analysis & Reporting: Get behind the queries that drive your dashboards.
Creating Databases in SQL Server | PTR
SQL Server Database Querying | PTR
Excel to Power BI Migration: Ditch isolated spreadsheets. Embrace unified dashboards.
Introduction To Power BI | PTR
Getting Started With Power BI | PTR
Don’t wait until the next big meeting to realise your teams are misaligned.
Let’s get everyone speaking the same data language.
📞 0118 979 4000
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Sin Wei
IT & Data Training Account Manager
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