Write up a decision, with the evidence attached.

A short doc in three parts: what you heard, what you decided, and what you’ll do. Each claim links to its quotes, so anyone you share it with can check it.

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Write the case from your findings

Type # for a theme or @ for a person, and they arrive with their counts. The quotes that back a line hang from it, a click from where each was said.

Open “Where it was said”
Month-end reporting › CasesDraft · Saved Comments 1 SharePublish

Do we build saved month-end views before a spreadsheet sync?

What we heard

Most of them don’t trust a figure they can’t trace Doubting numbers without a source6 of 10, and the one without a trail loses the argument.

6 of 10 peopleback this

I don’t trust a number unless I can see where it came from.

P7 ·
P7 · 8:05
Honestly? I don’t trust a number unless I can see where it came from. If I can’t, I won’t put my name on it.

Finance asks where it came from and I genuinely can’t say.

P2 ·

The case docEvery claim brings its evidence, hanging from the line it backs.

For some, the rebuild costs two days a month.

No source for this line. Cite a theme or a quote, so a reader can check it.

The margin advises, never blocksA line with no source, a Shaky theme, a count that changed. Cite the quote and the note settles.

Nala’s draft · What we’ll do

Build saved views for the month-end deck first: 8 of 10 rebuild it by hand from the same exports.

From Rebuilding reports by hand, 8 of 10

Let every figure in a saved view open its source rows, for the 6 of 10 who doubt a number without one.

From Doubting numbers without a source, 6 of 10

Nala drafts, you keep what holdsIts sentences arrive as suggestions, each citing its themes. Nothing is in the case until someone keeps it.

Talk it through, then share it

Talk it through in comments, then share a link or publish. Whoever opens it reads the case as you wrote it, and every count opens to its quotes.

Open the count in the shared case
TallybirdShared by Ama · read only

Do we build saved month-end views before a spreadsheet sync?

Our call: saved views first.

Most of the people we spoke to rebuild the month-end report by hand , from the same exports, every month.

The shared caseRead only, and in light, for someone who has never opened Nala.

Our call: saved views first.

RRuiEditor · 2h

Do we know a sync isn’t the bigger ask?

AAmaAuthor · 1h

One person asked for it, and only as a maybe: 1 of 10. Saved views answer 8 of 10.

Talk it throughComment on any line. The answer can cite the evidence too.

Anyone with the linkcan read

Month-end reporting · Do we build saved month-end views before a spreadsheet sync?

Version 2Published by Ama · today

Our call, and what we’ll do, after Rui’s question.

Version 1Published by Ama · Monday

What we heard.

One link, every versionShare a link anyone can read. Publishing keeps a version, and the link holds every one.

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