Example solution for collecting data from ads, CRM, spreadsheets, and internal tools to generate summaries, dashboards, and weekly business insights.
Timeline: Dashboard pilot in 3-6 weeksModel: Example workflow / dashboard delivery
Client Context
Example solution for agencies, service businesses, SaaS teams, and operators that need clearer reporting from multiple data sources
Challenges
Reports require manual exports, copy-paste work, and repeated formatting
Leadership and clients often wait for updates that could be scheduled
Important KPI changes can be missed when data is scattered
Solutions Delivered
Connected data sources such as ads, CRM, Google Sheets, and internal APIs
Generated KPI summaries, change detection, and scheduled report drafts
Stored reporting history for trend review and accountability
Outcomes
Business impact category: less manual reporting work
Business impact category: clearer weekly decision support
Business impact category: better visibility into business changes
Technology Stack
Next.jsPostgreSQLGoogle SheetsAPIsOpenAI
Build a Similar Automation or Software System
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