Management Dashboard Automation v0.1
Automated reporting and management visibility.
Owner review pending (2026-09-28). Retained as core company infrastructure work. The source has unchecked milestones and empty evidence links; confirm the current outcome, next milestone, review date and execution tracker rather than relying on the old schedule alone.
What this project is
Automate recurring management reporting, KPI tracking, and executive dashboards using the Finance Data Platform.
This project commits to delivering an automated management reporting system v0.1 by 2026-11-30.
Plan of work
| Milestone / checkpoint | ETA | Expected outcome | Done | Completion date |
|---|---|---|---|---|
| KPI catalogue defined | 2026-08-31 | Agreed management KPI set | [ ] | |
| Dashboard prototype completed | 2026-09-30 | First leadership dashboard available | [ ] | |
| Automated report generation implemented | 2026-10-31 | Monthly reports generated automatically | [ ] | |
| Leadership review completed | 2026-11-15 | Stakeholder feedback incorporated | [ ] | |
| Dashboard Automation v0.1 reviewed | 2026-11-30 | Reporting process operating with minimal manual effort | [ ] |
Links / Evidence
- KPI catalogue:
- Dashboard:
- Sample reports:
Related Issues
Notes
Success is measured by reduction of reporting effort, not dashboard complexity.
