All templates

Automated MicroStrategy KPI Scorecard

Every Monday, WebRun opens your core MicroStrategy dashboard, pulls last week's KPI values against target and the prior week, logs them to a Google Sheet for history, and emails the team a short summary led by anything off target.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 MicroStrategy pull dashboard KPI values
2 Google Sheets export the numbers
3 Gmail email the summary
In short

How do I get a weekly email summary of my MicroStrategy KPIs?

WebRun pulls key KPI values from your core MicroStrategy dashboard every Monday, logs each one with its target and week-over-week change to a Google Sheet, and emails the team a short summary that leads with anything off target. It turns a dashboard nobody opens between meetings into a standing weekly record.

  • The team gets a KPI summary every Monday without opening MicroStrategy
  • Off-target KPIs lead the email instead of getting buried
  • Historical values accumulate automatically for trend charting

Built for business intelligence teams · data analysts · operations managers · leadership teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens microstrategy.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    MicroStrategy - pull dashboard KPI values
    • Open the core MicroStrategy dashboard and pull last week's KPI values
    • Compare each KPI to its target and the prior week
    • Note any KPI that's off target

    Done when Every tracked KPI has last week's value pulled and compared.

  3. 2
    Google Sheets - export the numbers
    google.com
    WebRun in Google Sheets: export the numbers
    WebRun opens Google Sheets to export the numbers.
    • Add a row for each KPI with its value, target, and week-over-week change
    • Keep history so trends are easy to chart

    Done when The tracker has this week's row for every KPI.

  4. 3
    Gmail - email the summary
    gmail.com
    WebRun in Gmail: email the summary
    WebRun uses Gmail to email the summary.
    • Email the team a short summary of the week's KPIs
    • Lead with anything off target

    Done when The team has this week's scorecard in their inbox.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
microstrategy.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
KPI scorecard · Gmail
OutputWhat each run produces - A weekly scorecard of dashboard KPI values against target, logged and emailed.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it change a dashboard or a report on its own?

No. WebRun only reads and reports the KPI values. Editing a dashboard, a report, or the underlying data model is left to a human.

How does it decide a KPI is off target?

It compares each KPI's value against the target you've set for it, so the summary reflects your own goals, not a generic benchmark.

Where does the historical data live?

Every week's values are logged to Google Sheets, so you can chart trends over time without re-pulling data from MicroStrategy.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.