KPI Dashboard Auto-Report
Automated weekly KPI reports delivered to your inbox — no spreadsheet assembly required.
What needed
solving
Management teams spent 6+ hours every Monday pulling data from multiple systems, formatting it into slides, and emailing reports. The data was often stale by the time it was sent.
The automation steps
Scheduled every Monday 7am (or custom frequency)
Pulls live data from CRM, ad platforms, analytics, and finance systems
Generates branded PDF/HTML report with charts and commentary
Delivered to email list and posted to Slack channel automatically
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.