- The Excel formulas themselves to make sure nothing got corrupted
- Historical data to account for any normal seasonal fluctuations
- Whether there are any company efforts that could have had a direct impact (marketing efforts, promotions, etc.)
- What sort of external factors could have acted to shape the numbers
- Whether the reporting structure changed from the previous reporting period

In case you ever find yourself in one of those meetings here's a list of things you'll want to have:
- Ideas
You may not know definitively what is affecting the numbers but do you have any ideas of what the cause might be? If so bring them! Make sure you state them as "potential causes" or "possible reasons" and then present them to someone higher than you. Often times he/she will have a broader view of the picture and can help determine if any of those scenarios could be the culprit. - Historical Data
Data doesn't mean much if you have nothing to compare it to. By providing historical data you can provide scope. Should this have been your best month out of the year and you absolutely tanked, or should it have been an average month and you're just in a bit of a slump? Historical numbers will provide perspective. - Plenty of Paper or a Fully Charged Laptop Battery
Get ready to take notes. Write down everything. Seem engaged and actually BE engaged. This problem is not going to fix itself. Hopefully after some good brainstorming you'll have direction to help reverse the downturn.
In case you're wondering what the cause was, we set sales records for other services that we offer that same month, and our sales team is not unlimited. But this is not information that I would have known if I hadn't brought it to my manager.
If you've had a similar experience, feel free to share it!
If you've had a similar experience, feel free to share it!