Head of marketing: keep dashboard current for advisors

Head of marketing misses report emails, so advisors act on stale campaign metrics and face audit risk. Replace the shared dashboard from each report email so advisors use current metrics.

Overview

Outdated campaign dashboards expose advisors to misinformed guidance and increase audit risk for financial services firms. This workflow replaces the central campaign file from each incoming report email and notifies advisors and marketing, ensuring decisions use the latest metrics and eliminating file-version confusion.

Notable Features

Replace central dashboard from email attachments
Notify advisors and marketing on update
Archive prior versions for audit