Problem
Scenario
You are moving a monthly financial reporting process from manual spreadsheet consolidation to an automated pipeline that feeds a dashboard for leadership. The current workflow pulls data from ERP exports, CRM reports, and ad hoc analyst files, then reconciles them in Excel before publishing the final numbers. The main concern is that automation can surface bad joins, missing source data, and metric definition drift faster than the team can catch them.
Question
What are the key risks when migrating from manual reporting to an automated dashboard?
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