Spreadsheets are flexible—and fragile
They break when formulas change, tabs multiply, or version control disappears. Retiring them does not mean banning analysis; it means moving source-of-truth data into a governed system.
Phase 1: Standardize inputs
Agree on campaign names, channel labels, date ranges, and revenue definitions before migrating anything.
Phase 2: Migrate one reporting cycle
Run the old spreadsheet and the new system in parallel for a single review cycle. Differences reveal mapping issues early.
Phase 3: Assign ownership
Make one team responsible for data quality and one for interpretation. Without ownership, the spreadsheet returns under a new filename.