Data question answer record
Answer a client data question with the figure, its definition, period and source, or route it to a named analyst when it needs interpretation.
- Industry
- Technology-Oriented Consulting
- Team
- Operations, Client services
- Use case
- Project management
- Tags
- Client reporting
Template preview
Overview
What this template supports
An answer record for data consultancies that support retained clients. It shows the question, the figure with its definition comparison and source trail, the part routed to a person, the answer classes and a follow-up checklist.
- Question and answer stats row
- Definition comparison table
- Source trail block
- Routed question callout
- Answer class tabs
- Follow-up checklist
How to use this template
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Paste the question as the client asked it
Record the question, the date it arrived and who asked, without rewording it.
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Attach the figure and its trail
Add the figure, the definition it follows, the period and the source system and field, and compare it with the figure the client expected.
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Classify the question
Mark it as answered directly, answered after a check, routed to a person or repeated, and name the owner of anything routed.
Frequently asked questions
What does Data question answer record help me do?
Answer a client data question with the figure, its definition, period and source, or route it to a named analyst when it needs interpretation.
What is included in this template?
It includes Question and answer stats row, Definition comparison table, Source trail block and Routed question callout.
Who is this template designed for?
It is designed for Operations and Client services teams working in Technology-Oriented Consulting.
What should I review before using this template?
Record the question, the date it arrived and who asked, without rewording it. Add the figure, the definition it follows, the period and the source system and field, and compare it with the figure the client expected.
When is a question routed instead of answered?
When it asks what a definition should be, whether a figure is correct or what caused a change. The client is told a consultant is picking it up, with the owner and the date.
What happens when the same question comes back?
The analytics lead decides whether the pack itself should change so the question stops arriving.