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Symptom · one of six

The CFO does not believe the numbers

An attribution and data model problem wearing a reporting costume. Below: what that means underneath, a check you can run yourself in about ten minutes, and what it costs to put right if the check confirms it.

Nothing on this page is sent anywhere. The check runs in your own org.

What it is

An attribution and data model problem wearing a reporting costume

Marketing reports one figure, finance reports another, and the board sees a third. Building more dashboards never fixes this because the disagreement is upstream: the systems do not agree on what a qualified lead is, when revenue is recognised, or which touch gets credit. That is a definition problem before it is a technical one.

Confirm it yourself

How do you confirm this yourself?

Ask marketing and finance for last quarter’s pipeline number separately, without telling either you asked the other. If they differ by more than five percent, the model is the problem.

You have this if the two numbers differ by more than five percent. If your org comes back the other side of that line, this is not your problem, and nothing on this page is worth buying to you. Finding that out costs nothing and takes ten minutes.

If the check confirms it

Attribution model rebuilt, definitions written down and agreed

Fixed price on a written scope, 75 hours at fifty euro an hour, about 3 weeks elapsed. Documentation and sixty days of support after handover are in the price rather than an addition.

€3,750 · 75 hours · 3 weeks

When it is bigger than a repair

When is this the org rather than one fault?

This one travels with scoring nobody trusts, because both come from the same unsettled definition of a qualified lead. If more than two of the six match at once, the pattern is usually one org that was never configured for how the company sells now, rather than several separate faults. That is an implementation, not a repair, and it is priced the same way: hours multiplied by fifty.

Asked often enough to answer here

Questions

Q

We already have dashboards. Why would another one not fix this?

Because every dashboard reads the same underlying definitions. If two teams disagree about what counts as qualified, both dashboards are correct and they still disagree. The definition has to be settled first, in writing, by the people who own the numbers.

Answer
Q

Who has to be in the room for this?

Whoever owns the marketing number and whoever owns the finance number, at the same time. This is the one part that cannot be delegated to the admin, because the disagreement is not technical.

Answer

Serhii Skrypnyk · Senior Salesforce Administrator and developer · 7 Salesforce certifications · on the platform since 2018. Reviewed 22 August 2026.