Validating Dashboard Data Accuracy

Describe your process for validating data accuracy when building a dashboard for executive stakeholders.

Use the provided source and dashboard tables to demonstrate the validation process for monthly completed-transaction metrics. Return every month represented by either table and classify whether the dashboard values match the source calculations.

Output

1. One row per reporting month with metric_month, source revenue and count, dashboard revenue and count, revenue variance, and validation_status.
2. Include missing and unexpected months, and classify each row as MATCH, MISMATCH, MISSING_DASHBOARD_MONTH, or UNEXPECTED_DASHBOARD_MONTH.
3. Order by metric_month ascending.

Output details

• Return columns in this order: metric_month, source_revenue, dashboard_revenue, revenue_variance, source_transaction_count, dashboard_transaction_count, validation_status.
• Calculate source metrics from rows where status equals completed, summing amount and counting every transaction.
• Represent source months as the first calendar day of each transaction month, while preserving dashboard metric_month values exactly.
• Compute revenue_variance as dashboard revenue minus source revenue, returning NULL whenever either revenue value is NULL.
• Classify matching months as MATCH only when both revenues and both counts are equal, including zero values.
• Preserve numeric precision without rounding, and retain NULL values rather than converting them to zero.