Reporting Desk: Weekly KPI Dashboards & Executive Summaries

Automate internal reporting, KPI dashboards, and executive summaries

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Outcomes

  • Deliver a consistent executive summary to leadership every Monday morning
  • Eliminate 4-6 hours per week of manual spreadsheet assembly
  • Surface trends and anomalies before anyone asks about them
  • Give every department head a live view of the metrics that matter to them

Before & After

Before

  • Ops manager spends Monday morning pulling data from five tools into a spreadsheet for the leadership meeting
  • KPIs are stale by the time anyone reviews them because the data pull is manual and infrequent
  • Different departments format reports differently, making cross-team comparison difficult

After

  • Dashboard auto-generates overnight and lands in Slack before 9 AM Monday
  • Metrics refresh daily so the weekly summary reflects actual current state, not last-week estimates
  • Standardized templates with consistent formatting, so leadership compares apples to apples

Workflow Map

Trigger Scheduled daily data pull from connected tools at 6 AM
step Pull source data Query QuickBooks for financial metrics, HubSpot for pipeline data, Google Sheets for operational KPIs
step Normalize and validate Standardize date formats, currency values, and metric definitions across sources
step Detect anomalies Flag metrics that deviate more than 15% from trailing 4-week average
step Compile dashboard Populate the Google Sheets dashboard template with current values, trend lines, and anomaly flags
step Generate executive summary Draft a plain-language summary highlighting wins, risks, and items that need attention
Approval Review flagged anomalies Slack notification to ops manager for any anomaly flags before the summary publishes
Output Publish weekly report Post the dashboard link and executive summary to the leadership Slack channel and email it via Gmail every Monday at 8 AM

Integrations

QuickBooks Online
HubSpot
Slack
Google Sheets
Gmail

Exceptions Handled

  • Data source temporarily unavailable: retries twice, then publishes with a note indicating which source is delayed
  • Metric value is null or zero when it should not be: flags for manual review instead of publishing potentially misleading data
  • New metric added to a source tool: detected during validation and queued for template update
  • Anomaly detected on a metric with known seasonality: checks against same-period-last-year before flagging

7-Day Implementation Timeline

Day 1

Audit existing reports; identify every data source, metric, and audience

Day 2

Connect data sources and configure extraction queries

Day 3

Build the Google Sheets dashboard template with formulas, charts, and named ranges

Day 4

Configure anomaly detection thresholds and executive summary generation

Day 5

Wire up Slack and Gmail distribution; set publish schedule

Day 6

Parallel run: automated report generated alongside manual version for comparison

Day 7

Go live; first automated Monday report delivered to leadership

Pricing Hint

Reporting workflows typically fall within the Grow plan. Multi-department dashboards may require Scale.

View pricing plans →

Frequently Asked Questions

The workflow supports any tool with an API or CSV export. Google Sheets, Stripe, and most CRMs work out of the box. Book a 15-min Fit Call to review your specific stack.

Yes. The dashboard template supports filtered views per department. Leadership sees the full picture; department heads see their own metrics with relevant context.

New metrics can be added to the dashboard template during any monthly review cycle. Your managed plan includes template updates.

We monitor for API changes and update the extraction logic as part of your managed plan. You never need to troubleshoot a broken data connection.

How It Works

Every morning at 6 AM, the workflow pulls the latest data from your connected tools: revenue and cash position from QuickBooks, pipeline metrics from HubSpot, and operational KPIs from Google Sheets. It normalizes everything into a consistent format, checks for anomalies against trailing averages, and populates your dashboard template. On Monday mornings, the system compiles a plain-language executive summary and delivers it to your leadership Slack channel and email before the first meeting of the week.

Why It Matters

Most SMBs have the data they need to make good decisions. The problem is that the data lives in five different tools and nobody has time to pull it together consistently. By the time someone assembles the weekly report manually, the numbers are stale and the formatting varies from week to week. Automated reporting solves this by making the report generation invisible. Leadership gets a reliable, consistent view of the business every week without anyone spending Monday morning in spreadsheets.

What You Get on Day Seven

By the end of implementation week, your Monday report runs automatically. The parallel run on Day 6 compares the automated output against your existing manual report so you can verify accuracy. From that point forward, your ops manager reclaims the hours previously spent assembling reports, and leadership gets a consistent weekly pulse on the metrics that drive decisions.

Learn More

Pricing Security Our Process

Ready to automate this workflow?

Book a 15-minute fit call. We will walk through your setup, confirm the integrations, and map out your 7-day go-live plan.

Book a 15-min Fit Call

Reporting Desk: Weekly KPI Dashboards & Executive Summaries

Book a 15-min Fit Call