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AI Reporting Dashboards

AI reporting dashboards that answer back

Stop exporting CSVs every Monday. We connect your systems into one live dashboard, then add an AI layer so anyone on the team can ask "why did margin drop last week?" and get a real answer.

The problem

Why it matters

Most businesses already have the data they need. It is just spread across a CRM, an accounting package, ad platforms, spreadsheets and a job system that nobody has joined up. Reporting ends up as a manual ritual: someone exports, pastes, formats and emails a PDF that is out of date before anyone reads it.

We build reporting that runs itself. Data is pulled on a schedule into a clean, documented model, metrics are defined once so everyone uses the same numbers, and the dashboard is designed around the decisions your team actually makes. On top of that we add an AI analyst that understands your metric definitions, writes the weekly summary for you and flags anomalies before they become problems.

What we build

Solutions we deliver

Executive dashboards

One screen for revenue, margin, pipeline and cash, with drill-downs that go to the transaction.

Natural-language Q&A

Ask questions in plain English. The AI writes the query against your governed data model and shows its working.

Automated weekly summaries

A written briefing in your inbox or Slack every Monday: what changed, why, and what to look at.

Anomaly alerts

Get notified when a metric moves outside its normal range, not when someone happens to notice.

Client-facing reports

Branded, white-label portals for agencies that report to their own clients.

Data pipelines

Reliable connectors and a tidy warehouse layer, so the numbers are trustworthy and repeatable.

How it works

Our delivery process

Decision workshop

We start from the decisions you make each week and work back to the metrics and data that support them.

Connect and model

We connect your sources, clean the data and define each metric once in a shared semantic layer.

Design and build

Dashboards built for speed and clarity on desktop and mobile, then the AI layer on top.

Adopt and refine

Training, documentation and a review a month after launch to tune what people actually use.

Use cases

Where clients use it

  • Sales and pipeline reporting
  • Agency client reporting
  • Marketing ROI across ad platforms
  • Job profitability for service businesses
  • Recruitment placement and fill-rate reporting
  • Cash flow and debtor tracking
Technology

Tools we work with

We choose tools for your situation, not ours, and integrate with what you already use.

Power BILooker StudioMetabaseCustom React dashboardsBigQueryPostgres / SupabaseXero & MYOBHubSpot & SalesforceGoogle & Meta AdsOpenAI & Claude
FAQ

Common questions

Do we need a data warehouse?

Not always. For a few sources we can report directly from the APIs. Once you have more than three or four systems, or need history the source does not keep, a lightweight warehouse is cheaper and far more reliable. We will recommend the simplest option that works.

How accurate is the AI Q&A?

The AI only queries metrics we have defined and tested, and it shows the query and data behind every answer. If a question falls outside the model, it says so rather than guessing.

Can we keep using Power BI or Looker Studio?

Yes. We often build on the tools you already pay for. When those tools get in the way, for example with client portals or embedded reporting, we build a custom dashboard instead.

Who owns the dashboards and data?

You do. Everything is built in your accounts, and you get the code, documentation and admin access.

Let's talk about AI reporting dashboards

Book a free 30-minute consultation. We will look at your processes and show you where AI and automation can save the most time, with no obligation.