Update financial dashboard cells when sheet rows change
Update financial dashboard cells when sheet rows change
Your portfolio rows in the source sheet can go stale, creating late or inaccurate financial summaries. Keep your dashboard spreadsheet current so reports and investor reviews reflect live numbers promptly.
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Overview
When portfolio figures lag in your reporting source, board packs and investor conversations lose credibility. This flow keeps your consolidated dashboard aligned with source sheet changes, delivering live financial figures for reviews within minutes.