Keep advisor KPI dashboard refreshed for project managers

Project managers juggling advisor event sheets get stale KPI rows and blind spots. Daily refreshes keep KPI rows current so event leads and stakeholders spot issues and reassign resources.

Overview

Stale KPI rows force project managers into reactive resource moves and risk missed performance issues. This workflow consolidates advisor KPIs from multiple source sheets into your dashboard each morning so event managers and stakeholders see current metrics and can reallocate resources quickly. Teams report faster detection of issues and fewer missed KPI updates.

Notable Features

Refresh KPI rows from multiple sheets
Match advisor names and metrics
Update dashboard rows only when changed