AI Dashboards & Reporting
We build live dashboards that connect your ad accounts, CRM, store, finance tools and spreadsheets, then add an AI analyst on top. Ask “Why did ROAS drop last week?” in plain English and get an answer with the numbers behind it. Every morning a short briefing lands in Slack or email with what changed, why it matters and what to do next.
Most dashboards are a wall of charts nobody opens after the first week. The useful part is the question behind the chart: what changed, is it a problem, what should we do. An AI analyst answers those questions directly, in words, using the same data.
We start from the decisions you make every week, build the data model to support them, and only then design the screens. The result is one place that marketing, sales, operations and finance agree on.
- Agree on the questions. We list the decisions each team makes weekly and the numbers that drive them.
- Connect and model the data. Ad accounts, CRM, store, finance and spreadsheets flow into one warehouse with clean definitions.
- Build the dashboard and the analyst. Screens for humans, a data model for the AI, and a briefing schedule that fits your week.
- Review and extend. Monthly review of what gets used, new sources added as your stack grows.
- Executive dashboard for an e-commerce brand with daily briefing to the founders
- Agency client reporting generated and sent automatically every Monday
- Ads co-pilot that explains Meta and Google performance changes each morning
- Sales forecast dashboard connected to HubSpot with rep-level insights
- Inventory and reorder alerts for a store with thousands of SKUs
- Finance overview from QuickBooks or Xero with cash-flow warnings
Looker Studio · Metabase · Power BI · BigQuery · PostgreSQL · Supabase · Airbyte · n8n · Meta Ads · Google Ads · TikTok Ads · HubSpot · Pipedrive · Shopify · WooCommerce · QuickBooks · Xero · Google Sheets. We choose the tool that fits your stack and budget; you own every account.
- One agreed source of truth across teams
- Questions answered in seconds instead of a day of spreadsheet work
- Problems noticed the morning they appear
- Reports that write themselves and arrive on time
Can you build on our existing data or BI tool?
Yes. If you already use Looker Studio, Metabase or Power BI we extend it. If not, we recommend the simplest setup that fits your volume and budget.
Where does our data live?
In your own warehouse or database, in the region you choose. We do not keep copies of your data.
How accurate is the AI analyst?
It answers from the same data model as the charts and shows the numbers it used, so you can check it. It will say when a question cannot be answered from the data.
How long does it take?
A first dashboard with two or three sources takes two to four weeks. Adding a source later usually takes days.
What does it cost to run?
Warehouse and tool costs are usually modest for small and mid-sized businesses. We give you the running cost before we start, with no mark-up.
Tell us the question and the tools the data lives in. We will show you how a dashboard with an AI analyst would answer it.
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