📊Strategy

AI Reporting & Performance Dashboard

Every number your business produces, in one place, delivered to you automatically.

You cannot manage what you cannot see. And you cannot see what nobody is measuring.

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PRICING
HOURLY RATE
$149/hr
SETUP / PROJECT
From $1,800
One-time implementation
MONTHLY RETAINER
From $1,000/mo
Ongoing management + optimization
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Free 30-min strategy call. No commitment required.

0
manual report pulls after setup
100%
data sources connected and synced
Weekly
performance briefings delivered
6
avg platforms unified into one view
THE PROBLEM

Why this keeps costing you.

Most business owners are operating on intuition and lagging indicators. Revenue reports come at end of month. Marketing performance lives in six separate dashboards that nobody checks. The numbers that would tell you something is wrong are sitting in a platform you logged into two weeks ago.

THE SOLUTION

How we fix it.

We build a unified AI reporting system that pulls data from every platform your business runs on, marketing, sales, operations, finance, and delivers automated performance summaries on your schedule. The system surfaces the metrics that matter and flags anomalies before they become problems. You get a weekly briefing that tells you exactly where your business stands without opening a single dashboard.

WHAT YOU GET

Everything included.

✓Data integration from your active platforms: CRM, marketing, financial, operational
✓Custom dashboard showing KPIs relevant to your specific business model
✓Automated weekly performance summary email with plain-language insights
✓Anomaly detection alerts for metrics that deviate from trend
✓Monthly performance report for leadership or the people involved
✓Quarterly business review data package with trend analysis
THE PROCESS

How we work together.

01
Metrics Audit
We define the KPIs that actually matter for your business and map every data source that needs to feed into your reporting.
02
Integration Build
We connect all your data sources, build the unified data layer, and configure the automated summary generation.
03
Dashboard Build
We build your dashboard and design the weekly summary format. You review and provide feedback before it goes live.
04
Automate & Monitor
Reports run automatically. You get alerts when something needs attention and weekly summaries whether or not you think to check.
WHO THIS IS FOR
Business owners who want real visibility without dashboard fatigueLeadership teams making data-driven decisionsMarketing teams reporting to ownership or clientsOperations teams tracking SLA and process performanceAny business where performance data is scattered and rarely synthesized
READY TO BUILD?

Let us build your AI Reporting & Performance Dashboard.

Free 30-minute strategy call. We map the build and give you exact pricing, no obligation.

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