Dashboards & Automations, Live & Browsable
Every dashboard below is a fully interactive demo built with realistic sample data. The automation case studies reflect the workflows we build, with industry-benchmark results.
Retail Sales Performance Dashboard
Multi-region retail sales analysis: revenue and profit trends, category performance, regional comparison, and top-product ranking — modeled on the classic Superstore retail dataset.
Marketing Campaign Analytics
Channel-by-channel campaign performance: spend vs. revenue, ROAS, cost per acquisition, and full funnel conversion from impression to customer.
Cash Flow & Finance Dashboard
A small-business finance command center: cash position trend, inflows vs. outflows, accounts receivable aging, and expense category breakdown with a 90-day outlook.
Operations & Inventory Dashboard
Order fulfillment speed, on-time shipping rate, inventory health with low-stock alerts, and supplier performance scorecards in one operational view.
AI Invoice Processing Pipeline
Invoices arrive by email, AI extracts vendor, amount, and line items, validates against purchase orders, routes exceptions for approval, and posts clean invoices straight to the accounting system with a full audit log.
Smart Lead Scoring & Routing
Inbound leads are scored the moment they submit a form — based on fit, urgency, and engagement signals. Hot leads reach the right salesperson within two minutes; cooler leads enter a nurture sequence automatically.
Automated Reporting & Distribution
Weekly and month-end reports build themselves: data pulled from your CRM, accounting, and e-commerce platforms, assembled into a branded report, and delivered to each stakeholder’s inbox on schedule.
Deal-Close to Invoice Workflow
When a deal is marked “Won” in the CRM, everything downstream happens automatically: a draft invoice is created in the accounting system, a project kicks off in the PM tool, and the account owner is notified — in seconds, not days.
Want a dashboard or automation like these?
Every demo here was built with the same tools and process we use for clients. Tell us what you need and we’ll scope it in a free consultation.
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