Question from a newbie hope you guys can help

Hey everyone,

I’m exploring the idea of setting up an executive dashboard for our company (300-500 employees). The goal is to provide the CEO with real-time insights into financials and business development data—things like:

  • Number of ongoing and completed projects
  • Revenue, expenses, and profit
  • Other key business metrics

The challenge? Other departments (Finance, Business Development, etc.) are not keen on sharing their documents manually or having to send updates. I’d rather not rely on manual exports and updates for Power BI.

So, my question: Is there a way to automate this without bothering them?

Each Department has their own folder on the company server and only employees in that department can access it.

Has anyone set up something similar? What tools/processes worked best for you? Any advice would be super helpful!

Thanks!