Live demo · Dashboard
Reporting Automation
Weekly and monthly reports built and sent automatically.
Try it: Reporting Automation prototype
Add your business name and colour, click around, then reset whenever you like. It runs entirely in your browser with sample data.
What this demo shows
- KPI cards with change vs. the previous period
- Trend chart by date range and segment
- Detail tables with status
- Plain-English summaries
Added in the full build for your business
- Live data from your systems
- User roles and scheduled reports
- Alerts when numbers cross thresholds
- Drill-down and exports
Overview
What it does
Weekly and monthly reports built and sent automatically.
Who needs it
Owners and managers who build the same report every week.
Problems it solves
- Hours copying numbers into slides
- Reports late or skipped
- Numbers don't match between tools
Use cases
- A weekly sales report lands in the owner's inbox every Monday.
- Monthly client reports are generated and shared.
- Alerts fire when numbers cross thresholds.
Key features
- Data pulled from your tools
- Scheduled reports by email or WhatsApp
- Dashboards with targets
- Anomaly alerts
Possible integrations
- Make, Zapier, n8n or custom code
- CRM and email platforms
- WhatsApp Business Platform
- Google Sheets, Airtable and databases
- Payment providers and accounting
- Calendars and booking tools
Business benefits
- Hours of copy-paste removed every week
- Faster response to every lead and customer
- Fewer mistakes, with logs and alerts when something fails
Before and after
An illustrative example of the change, not a specific client's result.
Before
Friday afternoons building the same spreadsheet.
After
A dashboard updated daily and a summary in your inbox every Monday.
How we'd build yours
- Step 1
Free strategy call
We learn how your business works and what success looks like.
- Step 2
Scope & prototype
We agree the first version and show you a clickable prototype.
- Step 3
Build & integrate
We build it with your branding, data and the tools you already use.
- Step 4
Launch & train
We test on real devices, launch, and show your team how to use it.
- Step 5
Support & improve
Monthly improvements based on usage and results.
Questions
What does a Reporting Automation do?
Weekly and monthly reports built and sent automatically. Typical features include data pulled from your tools, scheduled reports by email or whatsapp, dashboards with targets.
Who is it for?
Owners and managers who build the same report every week.
Is the demo on this page the finished product?
No. It's a working prototype with sample data so you can try the dashboard and customise it. The version we build for you uses your own data, branding, logins and integrations.
How long does it take to build?
It depends on the scope. We start with a short discovery, agree the first version (MVP), and give you a fixed timeline and quote before any build starts.
How much does it cost?
Our published monthly plans start at $99/month (Starter). One-off builds like this are quoted after a free strategy call, so you only pay for the features you need.
Can it connect to the tools I already use?
Usually, yes. Common connections include WhatsApp, email, payments, your CRM. We confirm what's possible for your tools during discovery.
Related solutions
- CRM AutomationLeads from every channel land in your CRM, get assigned and followed up automatically.
- Email WorkflowsWelcome, nurture, re-engagement and post-purchase emails that send themselves.
- Lead RoutingSend each lead to the right person instantly based on location, service or value.
- Appointment RemindersAutomatic confirmations and reminders by WhatsApp, SMS and email.
Want this for your business?
Tell us what you need. You'll get a clear scope, timeline and quote, and a prototype built around your business.