Question 1

Our data lives in five different tools.

Accepted Answer

That is exactly the job — each gets a small pipeline, and the dashboard becomes the single view.

Question 2

Can my accountant use it?

Accepted Answer

Yes — exportable, scheduled reports and a view tuned for year-end.

Question 3

Is it live or daily?

Accepted Answer

Your choice per metric: finance usually daily, operations often live.