# Operating KPI Dashboard for M&A Analysts

> AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.

- **Role:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** Operating KPI Dashboard
- **Canonical URL:** https://calish.com/workflows/operating-kpi-dashboard-for-manda-analyst/

## The Problem

Every Transaction Advisory KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.

## What We Build

AI pipes KPIs from Datasite and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.

## Tools & Integrations

- Datasite
- Intralinks
- PitchBook
- Google Drive

## How It Works

1. **Discovery call.** We map your current operating kpi dashboard process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Datasite](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-datasite/) — Operating KPI Dashboard built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-intralinks/) — Operating KPI Dashboard built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/operating-kpi-dashboard-for-manda-analyst-with-pitchbook/) — Operating KPI Dashboard built natively in PitchBook

## Related Workflows

- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/time-entry-and-wip-capture-for-manda-analyst/)
- [Client Onboarding for M&A Analysts](https://calish.com/workflows/client-onboarding-for-manda-analyst/)
- [Tax Document Gathering for M&A Analysts](https://calish.com/workflows/tax-document-gathering-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/)

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