Step 1: List every metric you currently track
Pull together every recurring report that your team has produced in the last six months, whether that’s for the board, internal, for a specific department or funder. Strip out the commentary and list every metric in one place. Note its source, who looks after it, and how often you report it.
Don't filter or judge it yet: the audit only works if every data point sits on the same list first.
If your data lives across a ticketing system, email platform and CRM, the inventory itself can take longer than the audit. Platforms like Ticketsolve bring ticketing, CRM, marketing and reporting onto one system, which speeds this step up considerably - but the principle is the same whatever your tech stack.
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