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Define the measure and period
State whether the chart concerns revenue, orders, active accounts or another measure. Use a consistent period and identify the source. Avoid switching between measures to make concentration appear more or less significant. Grouping customers can protect confidentiality, but explain the grouping method. Keep the underlying detail available through the appropriate review process where needed.
Explain operational implications
Describe the relevant business context in management’s own terms, such as contract timing, recurring demand or delivery capacity. Do not present a simple chart as a complete assessment of risk or investment quality. Identify questions the chart raises and the further evidence that can address them. Keep factual observations separate from the team’s interpretation. The reader should be able to understand what is concentrated and which follow-up discussion would be useful.
Put the guide to work
Check whether one customer appears under several internal names before preparing the chart. A naming issue can distort a concentration view even when each source record is accurate. Ask the data owner to reconcile identifiers and document any grouping choice used in the published summary.
Hypothetical example
A company’s chart shows its largest customer as a share of all accounts, while the surrounding text discusses sales. The team rebuilds the chart using a clearly identified sales measure and keeps account counts separate, avoiding a misleading comparison between unrelated denominators.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
