Automated Reports and Business Intelligence — All Metrics in One Place
Unify data from all systems into one reporting layer, define the metrics that matter to management, and send a daily or weekly report that builds itself — with alerts when numbers exceed the range.
Who It's For
What's Included
Data unification from systems
Pull from customer system, payment system, store, and operations into one layer with unified definitions.
Define metrics with management
Decide together what counts as a lead, what counts as a closed deal, and how to measure them — once, for everyone.
Self-sending report
Email or WhatsApp daily or weekly with the important numbers, in a format readable on your phone.
Deviation alerts
When a metric drops or rises beyond the defined range, receive an immediate alert with context.
How It Works
Free Diagnostic Call
A 30-minute call where we learn your process, identify bottlenecks, and scope the exact solution.
Detailed Proposal
Fixed-price proposal with precise scope description, timelines, and what's included.
Build and Implementation
Solution development, system integration, full testing, and team training.
Ongoing Support
Continuous monitoring, incident handling, updates, and monthly optimization meeting.
What It Delivers
Frequently Asked Questions about Reporting & BI
Do we need an expensive BI tool for this?
Not necessarily. For many businesses, a reporting layer on top of existing tools is sufficient. If a BI tool is truly needed, we'll say so and explain why.
What if our data isn't organized?
That's the normal state. Part of the work is cleaning, unifying, and redefining fields before building a report.
Can we receive the report on WhatsApp?
Yes. A short WhatsApp report for management and a detailed email report is a very common combination.
Want to get the numbers without collecting them?
A 30-minute diagnostic call, free and with no commitment. We'll map your processes together and tell you honestly if and how this will work for you.
We'd love to hear about your process
Leave your details and we'll get back to you within one business day with an initial automation proposal.