Project managers format AUM posts for dashboards
Project managers format AUM posts for dashboards
Project managers miss AUM posts in wins channel, leaving dashboards with stale KPIs. It extracts AUM, formats a file, and delivers display-ready metrics for leadership dashboards.
Overview
Project managers risk misleading leadership when AUM win posts are inconsistent. This workflow captures posted AUM, standardizes it into dashboard-ready files, and pushes them to shared storage or dashboard APIs, eliminating manual formatting. The result: leadership receives consistent metric payloads and operations get faster handoffs with fewer manual steps.
Notable Features
- Extract AUM numbers from messages
- Format numbers into dashboard-ready file
- Deliver files to dashboard storage