Keeping track of your business’s financial health and key performance indicators (KPIs) just got easier! We’re excited to introduce Scheduled Dashboards, our latest feature designed to streamline how you receive and review critical business insights. Now, you can have your most important dashboards delivered directly to your inbox—without lifting a finger.

What Are Scheduled Dashboards?

Scheduled Dashboards allow you to set up automatic delivery of your chosen dashboards at regular intervals, straight to your email in PDF format. Whether it’s a weekly financial overview, monthly KPI reports, or a quarterly performance analysis, you can set up the schedule that best fits your reporting needs. This feature ensures you stay updated with the latest information without having to log in manually.

Please Note: While Scheduled Dashboards support a wide range of charts and visualizations, Sankey charts are not currently available for scheduled delivery. We’re actively working on expanding this functionality, so stay tuned for updates!

Why Scheduled Dashboards Are a Game-Changer for Business Owners and Teams

The idea behind Scheduled Dashboards is simple: make financial reporting as accessible and efficient as possible. Here’s how it benefits you:

1. Save Time and Simplify Workflows No more logging in or setting reminders to check reports—just set up your dashboard schedule once, and let the insights come to you. It’s an ideal solution for busy business owners and team members who need easy access to data without disrupting their workflow.
2. Stay on Top of Key Metrics Dashboards provide a real-time overview of your business’s performance. Scheduled delivery means you’ll always have the latest numbers at hand, helping you catch trends early, address issues, and make proactive decisions. For finance teams and executives, it’s an effortless way to stay in sync.
3. Encourage Data-Driven Decisions Across the Team Scheduled dashboards allow you to share insights with team members, promoting data-driven decision-making throughout the organization. For instance, you can set up dashboards to be sent to the sales, operations, or management teams, ensuring everyone is aligned with your business goals.
4. Create Custom Dashboards for Specific Needs With custom dashboards, you can focus on the metrics that matter most to your business. From revenue trends and cash flow updates to performance comparisons and operational KPIs, customize each dashboard to display the data you and your team need for informed, timely decisions.

How to Set Up Your Scheduled Dashboards

Setting up your scheduled dashboards is straightforward. Here’s how it works:

1. Choose Your Dashboard: Select the dashboards you want to receive on a regular basis. Each can focus on a different aspect of your business, allowing you to monitor various performance metrics seamlessly.
2. Set the Frequency: Determine how often you’d like to receive each dashboard—daily, weekly, monthly, or quarterly. This flexibility ensures you’re only getting the information you need when you need it.
3. Enter the Recipients: Decide who should receive the dashboards. You can share them with specific team members, departments, or stakeholders who need visibility into your business’s performance.
4. Get It Delivered in PDF Format: Your dashboards will arrive in PDF format, making them easy to review on any device, download, and share as needed.

Why Scheduled Dashboards are Perfect for Growing Businesses

For small and medium-sized businesses (SMEs), staying on top of financial and operational performance is essential for growth. But keeping everyone informed can be time-consuming, especially when you’re juggling multiple responsibilities. With Scheduled Dashboards, you can provide timely insights to your entire team, empowering them to make informed decisions that drive your business forward.

Stay Ahead with Data at Your Fingertips

Scheduled Dashboards are more than a convenience—they’re a tool for smarter, data-driven management. By simplifying how you access and share critical data, this feature supports your team in making faster, more accurate decisions, ultimately helping you grow your business with confidence.

Ready to try out Scheduled Dashboards? Log in to your account today and explore the ease of automated insights!