A regional sales director needs to monitor her team's progress against daily revenue targets throughout the workday. Sales figures flow directly from the CRM system as each deal is recorded. The director must be able to slice the results by individual representative, drill in for more detail, and open the view whenever she wants without waiting for a scheduled delivery.
Which delivery approach BEST meets these requirements?
A one-off executive-summary slide deck prepared on request.
A static PDF dashboard emailed automatically every morning.
An interactive dashboard in the BI portal that automatically refreshes from the CRM and supports filters.
A pivot-table snapshot generated from last night's ETL run and published weekly.
An interactive dashboard that stays connected to the live CRM satisfies all three needs: on-demand access, continuous refresh, and user-driven filtering or drill-down. A static PDF sent each morning is fixed until the next run and is not interactive. An executive-summary slide deck is a one-time, high-level snapshot meant for quick reading, not ongoing analysis. A weekly pivot-table snapshot consults yesterday's or last week's extract, so it cannot show today's in-flight performance.
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