For financial and data analysts
The dashboard they ask for every Monday, already updated.
Build it once with your AI, set a morning routine, and send one link that stays current. Only the people you name can open it.
last opened by M. Reyes, 2 hours ago
The week this fits into
Every month you rebuild the same deck, export it to PDF, email it, and then someone asks for the version with October in it. The numbers live in Power BI or a spreadsheet, but the people who need them have no licence, no login, and no patience.
What you get
A page that refreshes itselfPro
Set a routine in plain words. Each morning it pulls fresh numbers and republishes. Same link, always.
With a scheduled routine, on Pro
Readers without licences
Your CFO, client or board opens a web page. No BI seat, no account to create.
Control over sensitive numbers
Named readers, one-click removal, and a record of who opened what.
- Every Monday at 7, refresh it from the sales sheet.
- Scheduled. The page will show Monday’s numbers before anyone opens it.With a scheduled routine, on Pro
The questions your IT team will ask
Fits what you already use:Power BIGoogle SheetsExcelChatGPTClaude