Spreadsheets and operating models
The models a company runs on show how it thinks about money and operations.
Spreadsheets are where companies plan budgets, forecast demand, track operations and model decisions.
Why they matter
Formulas, assumptions and revisions show how a business reasons about tradeoffs. That is useful for agents meant to assist with planning and analysis.
What to review
Check for personal or client data in sheets and flag any that need to be excluded or anonymized.
Volume estimate
A count of spreadsheet files and the years they cover is enough for a first assessment.
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