← The journey

Step 03 · Data

You do not have a data problem. You have three meanings of the same word.

Bad data is why the board pack and the CRM disagree. Why forecasts are theater. Why attribution fights never end. Why AI projects stall. That does not start as an engineering problem. It starts as three teams using the same English words for different math.

If you skip the dictionary and jump to tools, you encode the argument. Cleaner pipes. Same fight.

When leaders ask for one source of truth, they usually get a new chart on top of three laws. That is how a company ends up with forty dashboards and zero decisions.

RevOps owns the dictionary first and the dashboard second. Hygiene still matters — duplicates, blank required fields, stages that do not match reality are how a frozen definition rots. Hygiene without a freeze is a quarterly ritual. A freeze without hygiene is a signed page nobody can report against. Do both, in that order: definitions, then hygiene, then dashboards.

A leadership team needs one meaning each for ICP, lead, MQL, SQL, opportunity, pipeline versus weighted pipeline versus coverage, bookings versus revenue, new versus expansion versus renewal, gross and net retention, churn, and forecast categories. Attribution gets one model, frozen for a year. Imperfect and shared beats clever and private.

Finance draws the bookings-versus-revenue line. Sales does not invent a third. If you finish six of these well, you are ahead of most companies. The board does not want more metrics. It wants fewer contradictions.

You do not need a new architecture to start. You need a system of record named for Account, Contact, Opportunity, and Subscription. Required fields enforced in the system, not by email. A duplicate standard good enough to trust a count. And a rule for who may change a definition: the referee proposes, Finance co-signs revenue terms, the sponsor breaks ties.

A dictionary anyone can edit is not a dictionary. A warehouse copies whatever law you already have. If the law is split, you will have a faster split.

Put last month’s three numbers on the table. Marketing’s pipeline created. Sales’ pipeline. Finance’s bookings or recognized revenue. Write them with no commentary. Then ask each leader what they included. That list of inclusions is the dictionary gap.

From the next executive meeting, only those meanings are legal. Old dashboards that contradict them are retired, not kept for context. If attribution cannot be settled, freeze first-touch or last-touch for twelve months and move.