Mapping unbalanced categories without breaking history

Category cleanup is risky when teams need both cleaner reporting and historical comparability. Renaming or merging everything at once can make trend lines harder to trust.

A safer approach maps current categories to a reporting layer before changing source data. That lets the team test new groupings while preserving the record of how revenue was originally captured.

When the new map is stable, document the rules and review exceptions weekly. The system becomes easier to explain without rewriting history.

Weekly round prompt

Use this note to decide what should be reviewed before the next close, who owns the follow-up, and which system is the source of truth.