Reporting and dashboards
Know exactly where the business stands, every Monday morning. The numbers you care about, pulled automatically into one live page and a weekly Super Intelligence (SI) summary.
What it does
- Typical time saved
- 2–5 hours a week
- Time to launch
- 2–3 weeks
- Available on
- Every plan
Great decisions start with clear numbers. We connect your CRM, books, ads and booking software to one dashboard, and send a short plain-English summary each week covering what changed, what’s behind, and what needs attention.
What’s included
- One dashboard across your key apps
- Weekly SI-written summary by email or Slack
- Lead, booking, revenue and response-time tracking
- Alerts when a number moves outside its range
- Hours-saved tracking for every automation we run
Works with
If you already use it, we connect to it.
- Looker Studio
- Google Sheets
- Power BI
- QuickBooks Online
- Your CRM
What it won’t do
Summaries describe what the data shows. Decisions about what to do with it stay yours.
Industries we work with
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Questions
Do we need to buy BI software?
Usually not. Looker Studio and Google Sheets cover most small businesses at no extra cost.
How current is the data?
Most sources refresh hourly or daily; you’ll know which is which.
Can it track whether the automations are working?
Yes. Every retainer includes an hours-saved figure so you can see the return.
Other services
SI chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.