Executive dashboard update and distribution schedule

Purpose

1.1. Automate the aggregation, visualization, and scheduled distribution of executive business KPIs, compliance metrics, and sales summaries for Nissan dealerships.
1.2. Automate extracting data from DMS, CRMs, sales, and finance platforms and consolidate into a near real-time executive dashboard.
1.3. Automator delivers automated scheduled emails, messages, and portal updates tailored for executive stakeholders, ensuring rapid awareness and decision-making.
1.4. Automate compliance-data validation, automating alerts for anomalies, and automate the documentation trail for audit-readiness.

Trigger Conditions

2.1. New data batch loaded or closed business day in the DMS.
2.2. Scheduled time triggers (e.g., every weekday at 7 AM).
2.3. Manual trigger for ad hoc dashboard update by executives via web, portal, or mobile app.
2.4. API data updated or error notifications from integrated data sources.

Platform Variants

3.1. Microsoft Power BI
• Feature/Setting: Power BI REST API — automate dashboard dataset refresh and report distribution using scheduled refreshes and "Export To File In Group" endpoint.
3.2. Google Data Studio (Looker Studio)
• Feature/Setting: Google Data Studio API — automate dashboard embeds and trigger scheduled report exports using "Reports: batchGet" and "Data Sources: refresh".
3.3. Tableau
• Feature/Setting: Tableau REST API — automate publishing and updating dashboards with "Refresh Schedule" and "Send Now" cookbook scripts.
3.4. Salesforce
• Feature/Setting: Reports and Dashboards API — automate scheduled reporting and export to executive-level Chatter or email.
3.5. Snowflake
• Feature/Setting: Scheduled Tasks & Streams — automate pulling dealership analytics and automate loading into dashboards.
3.6. AWS Lambda
• Feature/Setting: Scheduled Lambda Triggers — automate ETL job and dashboard refresh logic kick-off at preset times.
3.7. Zapier
• Feature/Setting: Multi-step Zaps — automate aggregation of data, dashboard update triggers, and email distribution.
3.8. Slack
• Feature/Setting: Incoming Webhooks / Scheduled Messages — automate dashboard summaries, compliance alerts, and KPI card delivery to executive channels.
3.9. Microsoft Teams
• Feature/Setting: Scheduled Cloud Flows via Power Automate — automate channel notifications and auto-attach PDFs of executive reports.
3.10. Google Sheets
• Feature/Setting: Apps Script Triggers — automate pulling data from dealership ERP API, updating dashboard sheets, and emailing links.
3.11. Jira
• Feature/Setting: Automation Rules — automate tasks for dashboard review and compliance workflow verification.
3.12. Monday.com
• Feature/Setting: Automations + API — automate status updates from dashboards to boards when scheduled reports are published.
3.13. Mailgun
• Feature/Setting: Scheduled Email API — automate bulk distribution of dashboard PDF snapshots to custom mailing lists.
3.14. Twilio SendGrid
• Feature/Setting: Email API with Dynamic Templates — automate report body-inclusion and document attachment distribution.
3.15. Dropbox
• Feature/Setting: API File Request and Scheduled Shared Folder Updates — automate backup of dashboard outputs and access to compliance PDFs.
3.16. SharePoint
• Feature/Setting: Automated Folder Monitoring — automate upload and executive notice when new reports are posted.
3.17. Google Drive
• Feature/Setting: File/Folder Watch and Scheduled Share Updates — automate placing dashboard files, set sharing permissions, and automating notification emails.
3.18. Zoho Analytics
• Feature/Setting: Scheduled Email Reports — automate distribution of analytics dashboards and automated anomaly insights to Nissan execs.
3.19. Smartsheet
• Feature/Setting: Data Uploader + Scheduled Alerts — automate nightly data aggregation and automated notification of sheet updates.
3.20. Asana
• Feature/Setting: Rules Automation — automate executive dashboard update tasks and ensure automated check-off upon delivery of reports.

Benefits

4.1. Automates time-consuming data aggregation and reporting workflows.
4.2. Automatedly ensures executive teams receive consistent, on-schedule KPI summaries.
4.3. Automates compliance through evidence trails and error detection.
4.4. Automating distribution improves decision agility and minimizes manual reporting errors.
4.5. Automator can be customized for varying executive visibility, automating tailored levels of detail or summary.