Automated monthly/quarterly performance dashboards

Purpose

1.1. Automates monthly/quarterly performance dashboard creation, combining data from multiple business, financial, and CRM sources into a single visual report.
1.2. Automator aggregates, calculates, and visualizes KPIs, trends, and exceptions, reducing manual data gathering and risk of error.
1.3. Automatedly distributes dashboards to stakeholders as emails, interactive links, or secure files.
1.4. Automating the reporting life cycle enables timely, data-driven business administration decisions and compliance with reporting standards.

Trigger Conditions

2.1. Time-based trigger set for month-end or quarter-end.
2.2. Data-source update events (database, CRM, ERP, or BI tool changes).
2.3. Manual on-demand dashboard refresh invocation.
2.4. Automated checking for completion of all prerequisite data loads and reconciliations.

Platform Variants

3.1. Microsoft Power BI
- Feature/Setting: Scheduled Refresh; configure automated dataset refresh and dashboard publish.
3.2. Google Data Studio
- Feature/Setting: Data source scheduling API; automate refresh timing and email delivery of dashboards.
3.3. Tableau Online
- Feature/Setting: Tableau REST API; automate dashboard refresh, export, and sharing.
3.4. Looker
- Feature/Setting: Looker API; automate fetching, rendering, and emailing Looker dashboards.
3.5. Zoho Analytics
- Feature/Setting: Automated Email Reports; configure scheduler and recipient list.
3.6. Salesforce
- Feature/Setting: Reports & Dashboards API; schedule and distribute automated performance reports.
3.7. Qlik Sense
- Feature/Setting: Qlik Automations; set scheduled refresh and report delivery.
3.8. Klipfolio
- Feature/Setting: Scheduled Email Snapshots; automate sending of dashboard images and PDFs.
3.9. Domo
- Feature/Setting: Scheduled Reports; automate distribution frequency and recipients.
3.10. Sisense
- Feature/Setting: Pulse Alerts & Report Scheduling; automate triggering based on metrics and delivery schedule.
3.11. Smartsheet
- Feature/Setting: Sheet Summary Reports; automate report generation and email automation.
3.12. Monday.com
- Feature/Setting: Dashboard Automations; set automated triggers for summary reports.
3.13. HubSpot
- Feature/Setting: Analytics Dashboard API; configure scheduled exports and notifications.
3.14. Slack
- Feature/Setting: Incoming Webhooks; post automated KPI summaries and dashboards.
3.15. Excel Online
- Feature/Setting: Office Scripts & Power Automate; setup automated data refresh and chart sharing.
3.16. SAP Analytics Cloud
- Feature/Setting: Schedule Publications; automate distribution of dashboards.
3.17. IBM Cognos Analytics
- Feature/Setting: Report Scheduling; automate performance dashboard triggers and delivery.
3.18. Airtable
- Feature/Setting: Automations & Scheduled Reports; configure regular data summary emails.
3.19. Jotform Tables
- Feature/Setting: Report Builder; automate sending of form-derived performance dashboards.
3.20. Asana
- Feature/Setting: Reporting API; automate pulling project data and sending dashboards at intervals.

Benefits

4.1. Dramatically reduces manual effort through performance dashboard automation.
4.2. Automating ensures reporting consistency, timeliness, and accuracy.
4.3. Automatable integration across multiple platforms consolidates data holistically.
4.4. Automated access and sharing support transparency and executive oversight.
4.5. Automator-driven snapshots enhance periodic analysis and compliance.