Translating for the board

Your people -- board, executives, devlopment team -- think in stories:

• "Are we growing?"

• "Are renewals strong?"

• "Is engagement improving?"

Your CRM thinks in criteria.

• Status = "Current".

• Join date is "between X and Y".

• Activity type = "Renewal Reminder".

Stories and criteria are two different languages.

When reports feel hard to build, the challenge usually lies in the translation between story and criteria.

That translation work is leadership, and it's real.

Once you define the story precisely enough that the CRM can understand it, the reporting becomes easy.

But don't skip the translation.

That's where clarity lives.

All the best,
A.