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Post Go-Live Reporting Reconciliation Checklist
Use this checklist when the ERP is live but leadership no longer trusts the reports. It helps trace mismatched numbers back to source data, definitions, refresh logic, timing differences and ownership gaps.
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Quick answer
The Post Go-Live Reporting Reconciliation Checklist helps SMEs compare Power BI, ERP, finance and operational reports after go-live so they can find whether the mismatch is caused by data, definitions, refresh logic or report modelling.
What to reconcile first
| Report area | Source of truth | First check | Likely owner |
|---|---|---|---|
| Sales and revenue | Finance ledger and ERP orders | Month total, credits, cancelled orders, cut-off timing | Finance |
| Stock value | ERP stock valuation and finance | Valuation method, location, status and timing | Finance and operations |
| Backlog | ERP open orders | Open order status, partial shipments and cancelled lines | Operations |
| OTIF or despatch | ERP despatch and order dates | Date logic, split shipments and exclusions | Operations |
| Margin | ERP costs and finance | Costing method, currency, freight and manual adjustments | Finance |
Five checks before rebuilding dashboards
- Confirm the business definition of the number before changing the visual.
- Check whether the dashboard and ERP are using the same date, status and cut-off rules.
- Trace a small sample from the report total back to source transactions.
- Separate refresh timing differences from actual data-quality defects.
- Create an exception log with owner, cause, fix and retest evidence.
When to escalate
Escalate when finance cannot sign off the board pack, operations have returned to spreadsheets, the ERP partner says the system is correct, or the same mismatch appears every month without a named owner.
Evidence note
These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.
Related resources
Digital Adaption helps UK SMEs produce migration readiness packs, data-quality issue registers, owner matrices and reconciliation evidence. Book a data risk call.