Schedule dashboard refresh and emails

Schedule the weekly dashboard refresh and email recap to the account team, set it to run Monday at 6:30 a.m., and confirm the visual filters show only active accounts for the current quarter. Before you enable the schedule, open the dashboard and verify all source reports return data and the key KPIs match last Friday’s published numbers.

Before I automate the dashboard emails to account managers, make the snapshot easy to act on: put total pipeline and closed‑won this quarter at the top, highlight any accounts with a change greater than 20 percent week over week, and add a one‑line note about known data gaps (duplicate accounts, open deals without close dates) so recipients don’t chase noise.

I scheduled the dashboard email for Monday morning and two sellers and a sales manager replied saying the totals don’t match their reports. I don’t know which source changed overnight or whether a filter update caused it. Which three checks should I run first to diagnose quickly and the single safest next step to stop sending wrong numbers while I investigate?

Every week I lose time reconciling dashboard differences and calming sellers after scheduled emails go out. It’s usually filters, stale report fields, or new closed deals missing required fields. What two habits should I change so Monday automation is reliable, who in the team must own them, and what quick checklist will prevent the most common mismatches?