A CRM export, before anything touches it. Four problems in six rows, and every one of them breaks a chart.

Amount is text once a currency symbol appears · Source has three spellings of one value · Close date mixes two formats · Region splits on case. Chart this and you get six sources and four regions.

Each fix is a step you can see and re-open, not a formula buried in a cell. When next month's export lands, the same steps run again.

1. 01Strip currency, cast to number. $52,300 and 48000 become the same type. n/a becomes empty, not zero, so it stays out of the average.
2. 02Standardise Source. inbound, Inbound and In-bound collapse to one value. Three bars become one.
3. 03Parse both date formats. 19/03/2026 and 2026-03-19 resolve to one date column that will actually sort.
4. 04Upper-case Region. emea and EMEA stop being two regions.
5. 05Derive Weighted Amount. Amount × probability, computed once here instead of in five different charts.

Five steps, kept. Change one and everything downstream recomputes, including the published board.

The Sales KPI Scorecard template, bound to the cleaned columns. Figures below are illustrative, on the 900-row sample.

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