Use a lineage-first path to isolate where a metric drifted and what to communicate.
Incident path Gross margin matched the ERP at Finance signoff, then changed before the board pack was published two hours later. The break happened after the source, so the governed path matters more than source speculation. Investigation model Checkpoint before guesswork Trace backward through trusted checkpoints and approved changes before anyone edits the visible metric. Common trap Jump straight to the dashboard SQL or blame the ERP. Evidence survives and trust recovers faster. Root cause travels through the path the metric took, not through the loudest theory in the room. Stabilize Step 1 What should happen before anyone reruns or…
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