Picking the questions worth asking
Decide the two or three questions you would actually change something about, and ignore the rest until they matter. Make closing a booking with its real outcome part of the routine, because every useful number here depends on that one habit. Agree who looks at the reports and when — a monthly ten minutes beats a dashboard nobody opens. Export a month early on and check that the rows say what you think they say. Then leave the numbers alone long enough to mean something; a week is noise.
No forecasting, accounting or ad attribution
It reports what happened. Everything predictive or financial belongs elsewhere.