1

Analytical Accuracy

Accuracy of models, forecasts, and financial analysis.

Exceeds

Work product is accurate and well-documented. Assumptions are explicit and defensible. Errors are self-caught before they reach stakeholders.

Meets

Work is generally accurate. Major errors are rare. Documentation is adequate.

Below

Errors reach stakeholders. Assumptions are not clearly documented. Models require significant review.

Example review phrases

  • "Zero material errors in 6 months of models. More importantly, they flag their own uncertainty—which is rare."
2

Forecast Quality

Accuracy of financial forecasts. Variance analysis depth.

Exceeds

Forecasts are within 3% of actuals. Variance analysis identifies root causes, not just describes deltas.

Meets

Forecasts are within acceptable variance. Variances are explained.

Below

Forecasts are consistently off. Variance analysis is descriptive rather than explanatory.

Example review phrases

  • "Q2 forecast was $14.1M, actuals were $13.8M—within 2%. Variance analysis explained the 3 drivers in plain language."
3

Business Insight

Ability to surface business insights beyond the numbers. Proactive identification of risks and opportunities.

Exceeds

Proactively identifies financial risks and opportunities before they surface in management reporting.

Meets

Responds to business questions with clear financial analysis. Occasionally surfaces proactive insights.

Below

Primarily reactive. Insights are limited to what's asked for.

Example review phrases

  • "Flagged the customer concentration risk in the ARR base 2 quarters before it became a board question—gave leadership time to act."
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Where do these examples come from in real reviews?

Most managers write performance reviews from memory—limited to what they personally observed. Confirm surfaces behavioral evidence from across the organization: who relied on this person, what they drove, how their impact extended beyond their direct manager's line of sight. Reviews written with Confirm's data are more accurate, more defensible, and faster to write.

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