Confirm the reporting context
Open Client Results and verify the client workspace, date range, sources, and included workflows. Review the result alongside its supporting calls, messages, contacts, campaigns, or deals.
Share accurately
Explain what each number measures and avoid presenting estimates, attributed value, or incomplete outcomes as collected revenue. Include the reporting period and any important exclusions.
If a result looks wrong, correct the underlying record or attribution rather than manually restating the total elsewhere. This keeps the client view and internal evidence aligned.