Business owners refresh weekly financial KPIs for review readiness

Business owners see stale donor and cash totals, risking poor choices at finance reviews. Weekly refreshes pull current KPIs into your dashboard so leaders start reviews with accurate figures.

Overview

Stale spreadsheet numbers leave finance leaders making decisions with incomplete information; this workflow refreshes KPI fields from your source spreadsheet so reviews start with current figures. The automation eliminates manual reconciliation, creates clearer audit trails, and gives owners confidence in weekly reports.

Notable Features

Refresh KPIs on schedule
Write updated totals to dashboard
Notify finance leaders of discrepancies