What's your actual workflow for recurring leadership reports?

Samenvatting

I have a confession: I used to think building our monthly board reports manually was a sign of rigor. The idea was that getting 'hands on' with the Stripe and HubSpot exports kept us close to the numbers. I now realize it's just an insane time sink. We burn the first week of every month having a senior analyst pull CSVs and paste data into a deck. The process is slow, error-prone, and the 'insights' are based on data that's already a week old by the time anyone sees it. It feels like I'm payi...