Dashboards and automated reporting you will actually read
Get the numbers you need without waiting for someone to build a spreadsheet: dashboards and scheduled reports built on the data you already have.
Free call. Honest advice, even if the answer is “you don’t need AI for this”.
- Dashboards
- Scheduled reports
- Operational visibility
The basics
What is automated reporting?
Automated reporting collects your operational data on a schedule and delivers it as a dashboard or report, so decisions do not wait on someone assembling a spreadsheet. Agentiq BD builds dashboards and scheduled reports on top of the systems you already run.
- Dashboards
- Scheduled reports
- Operational visibility
In plain words
Instead of someone collecting figures from five places every Monday, the system collects them itself, puts them in one view and sends a summary to the people who need it.
Key terms
- Operational dashboard
- A live view of the few numbers that show how the business is running today.
- Scheduled report
- A report that is built and sent automatically, for example every Monday morning.
- Alert threshold
- A limit that triggers a notification when a number crosses it.
How it works
From request to result, step by step.
- 01
Agree the questions
We start from the decisions you make and the few numbers behind them, not from every possible chart.
- 02
Connect the sources
Data is pulled from your CRM, ERP, databases and spreadsheets on a schedule.
- 03
Build the views
Dashboards and reports show what matters, with filters by team, period and location.
- 04
Deliver and alert
Reports arrive by email or message on schedule, alerts fire when a number crosses a line, and AI can add a short summary.
Pick a dashboard · watch it build
Questions you need answered
Data sources
- POS5 branches
- CRM1,240 orders
- Targets sheetMonthly
Not connected yet
Dashboard
Weekly sales
Revenue
—
+6%
Orders
—
+3%
Avg. basket
—
+2%
Breakdown
Trend · 8 weeks
Scheduled report
Weekly sales · Mon 9:00 AM
Alert · WhatsApp
Alerts fire when a number crosses a line
Pip · summary
—
- 01
Agree the questions
- 02
Connect the sources
- 03
Build the views
- 04
Deliver and alert
Sound familiar?
What changes when it is in place.
The everyday problems this service is built to remove, and what the same work looks like afterwards.
Today
With Dashboards & Reporting
Today: Someone rebuilds the same report by hand every week
Afterwards: The report builds and sends itself
Today: Each team quotes a different number
Afterwards: One agreed source for every figure
Today: Problems show up at month end
Afterwards: Alerts arrive when something needs attention
Today: Dashboards full of charts nobody opens
Afterwards: A few views built around the decisions you make
What you get
What we build for you.
Every project is scoped to your process, so the exact list is agreed in discovery. These are the pieces we typically deliver.
- 01
Dashboards that show current operations at a glance
- 02
Scheduled reports sent to the right people by email or message
- 03
Data pulled from your CRM, ERP, spreadsheets and databases
- 04
Alerts when something needs attention rather than at month end
- 05
Plain-language summaries of what changed
Included in every build
Scoped permissions
Each part of the system gets only the access it needs.
Testing for failure cases
We test what happens when inputs are wrong, missing or unexpected.
Monitoring
You can see that it is running, and we are alerted when it is not.
Documentation & handover
Written down so your team understands and can maintain it.
Support after launch
The support plan is agreed with you before we start.
Use cases
Where it fits in.
Example scenarios to show how this works in practice. Yours will be shaped around your own process.
Retail
ExampleDaily sales and stock
Sales, returns and low-stock items in one view, emailed to managers each morning.
Manufacturing
ExampleProduction overview
Output, delays and material shortages across lines, with alerts for exceptions.
Management
ExampleWeekly owner report
Key figures from sales, operations and finance, with a short written summary of what changed.
Is it right for you?
An honest fit check.
We would rather tell you now than sell you something you do not need.
A good fit for
- Managers who rebuild the same weekly report by hand
- Owners who want one view across sales, stock and operations
- Teams whose numbers never agree because they come from different files
Probably not yet if
- Your data is not recorded anywhere yet, so the first step is a system to capture it
- You need one report, once; a spreadsheet is fine for that
Not sure which side you are on? That is exactly what the discovery call is for.
Talk it through with the engineer who would build it.
Tell us how the work runs in your business today, and we will tell you what is worth doing first.
How we work with you
Three steps, and you approve the plan first.
01Discovery
We listen first.
A conversation about the problem and the workflow behind it. We ask questions, look at how you work today, and tell you honestly whether AI, automation or plain software is the right fit.
A clear view of what is worth building.
02Plan
We agree the plan.
We propose the architecture, the integrations and the risks, often starting with a working prototype of the core workflow. You see a clear estimate before anything is built.
A scoped plan and estimate you have approved.
03Build & support
We build, we stay.
The system is built and tested for accuracy, permissions and failure cases, then deployed with access control and monitoring. Support after launch is agreed with you up front.
A system in daily use, with support in place.
FAQ
Common questions
Have a question about dashboards & reporting that is not here?
Ask us on WhatsAppCan reports be sent automatically?
Yes. We schedule reports to run daily, weekly or monthly and deliver them by email or your messaging channel.
Where does the data come from?
From the systems you already use: CRM, ERP, databases and spreadsheets. We confirm what is available during discovery.
Can AI summarise the numbers?
Yes. A short written summary of what changed can sit on top of the figures, always shown alongside the underlying data so it can be checked.
How do pricing and project timelines work?
Each package lists a starting price and a typical timeline, for example AI & Workflow Automation from $500 in 1–4 weeks. The exact price depends on integrations and complexity, so after a discovery conversation we send a fixed scope and quote for you to approve before work starts. Not sure where to begin? The 48-Hour AI Business Audit is free.
Do you provide ongoing maintenance?
Yes. Support and improvement after go-live are part of how we work, and the scope is agreed with you as part of the project: documentation, training, monitoring and a support plan.
Next step
Ready to talk about dashboards & reporting?
Book a free discovery call. We will look at how the work runs today and tell you honestly what is worth building first.
Prefer a fixed scope and price? See Custom Business Software ($3,000–$15,000+)
Not sure where to start? Ask for an AI Business Audit or email sales@agentiqbd.com