Workflow Example: Data Quality Pre-Check

Use this workflow before board meetings, investor updates, or major internal reviews to ensure your numbers are reliable.

Use Case

You need retention or revenue metrics for a high-stakes presentation and want to avoid embarrassing data errors.

Prerequisites

• A “master” customer or revenue sheet you plan to analyze.
• Jetti sidebar open.

Steps

1. Open the master sheet
   • Navigate to the Google Sheet you’ll use for your analysis.
2. Run a Data Quality Scan (1–2 minutes)
   • In the Jetti sidebar, choose Data Quality.
   • Select the active sheet.
   • Click Scan.
   • Jetti computes:
     • Overall quality score
     • Missing values
     • Duplicates
     • Formatting issues
     • Outliers
3. Review the report (2–3 minutes)
   • Check the overall score (e.g., 87/100).
   • Focus on:
     • High-severity issues (e.g., bad dates, broken IDs)
     • Medium-severity issues (e.g., duplicates)
   • Decide what must be fixed vs. what can be documented as known limitations.
4. Fix critical issues (up to 5–10 minutes)
   • Correct duplicate IDs or clearly wrong values.
   • Fill or remove missing key fields (e.g., signup dates).
   • Note expected gaps (like sparse activity in early months).
5. Re-scan to confirm
   • Run the Data Quality Scan again.
   • Confirm that the most critical issues are gone and the score improved.
6. Run your main analyses
   • With higher confidence in your data, run:
     • Cohort Analysis for retention.
     • Snowball Analysis for revenue movement.
   • Use results directly in your deck.

What You Get

• A documented data health check before sharing metrics.
• Evidence you can show if someone questions data quality.
• Fewer surprises in front of executives or investors.