E2Just do it for me.
Tell E2
Assisted · Keep it off my desk

Keep this dashboard current for me

Let E2 run the defined refresh, reconciliation and exception checks so the dashboard stays dependable.

A recurring refresh with reconciliation evidence, data exceptions and a clear note of what changed.

Work taken off your plate

The routine refresh and silent-error checking needed to keep a dashboard trusted after launch.

01°   The hand-off

What you provide

  • Existing dashboard, Refresh instructions, Sample source cycle — A dashboard with agreed ownership and permitted access.
  • A short note about the result you need and anything that must not change.

Accepted Existing dashboard, Refresh instructions, Sample source cycle  ·  A dashboard with agreed ownership and permitted access.

02°   The result

What comes back

  • A recurring refresh with reconciliation evidence, data exceptions and a clear note of what changed.
03°   The finish line

What counts as done

  • Refresh follows the runbook.
  • Totals reconcile.
  • Exceptions are visible.
  • Definition changes require approval.

What's not included

Clear boundaries keep the outcome honest.

  • Unapproved credentials
  • Silent definition changes
  • Owning the source system
A concrete example

What the result can look like

A monthly dashboard is refreshed from three exports with reconciliation totals and two exceptions flagged.

Start with only what E2 needs to scope it.

You can describe the job first and attach a small representative sample. E2 will not ask for full access before agreeing the scope and handling. Privacy policy

Nearby on the shelf

Related outcomes

Assisted Scoped after E2 sees the data

Build a dashboard from this data

Turn a dependable data source into a focused dashboard that answers the questions people actually ask.

Work saved Metric design, data checking and presentation work — not just dropping every column into a chart.

Scoped first Let E2 take a look

SKU maintain-dashboard · Page last reviewed 13 September 2026.