Automating monthly executive summary metrics
Overview
Humans assemble slides monthly inconsistently—script data pulls.
Metrics examples
Tickets opened/closed, backlog aging, critical incidents count, patch compliance %, backup success %, project % complete vs plan.
Delivery
Email PDF first business day; portal widget optional.
QA
Spot-check random figures month one after automation deploy—off-by-one timezone bugs common.
Narrative
Automate numbers not interpretation—account manager adds 3 bullet story.
Fail-safe
If API down, email says “degraded reporting—manual follow-up” not silence.
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