Before executing, flag any steps in the plan that rely on fields with low completeness or inconsistent formatting. Highlight why they’re risky and whether there’s a safer alternative.

The win-rate formula you used here looks solid. Can you convert that exact logic into a Key Definition so we never redefine it differently in future analyses?

For this report, I’d prefer we use the standardized Churn Rate KD instead of calculating churn on the fly. Can you swap in the KD version and rerun the plan so the output becomes consistent with the rest of our reporting?

The activities table mixes a lot of different event types. Instead of using the combined table, can you rewrite the plan so email, call, and meeting activity are handled independently? That’ll give me more control over how the final numbers are interpreted.

The Campaign Influence ROI formula in this analysis looks useful. Can you convert that formula into a KD and document the inputs so we can reuse it without redefining it each time?

The segment column you selected might not be the most reliable. Can you swap it out for whichever segment field has the highest fill rate, then regenerate the plan so I can review the impact?

Can you create a KD for Opportunity Age using Date Entered Pipeline and Close Date? I want a single, authoritative definition we can reference everywhere going forward.

Show me all the different ways these tables could be joined, explain the pros and cons of each path, and then update the plan using the one you think is the most trustworthy.