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Every Monday, someone on your team spends 3–4 hours pulling data from Shopify, QuickBooks, HubSpot, and Meta Ads — pasting it into a spreadsheet that is outdated by the time the CEO sees it. A real-time KPI dashboard with AI-generated daily narratives replaces your weekly report. Deployed in 2 weeks.
2-week scoped pilot. Delivered to production. Measurable ROI on day 14.
These are the operational bottlenecks that AI automation eliminates in a 2-week pilot.
Weekly reporting consumes 3–4 hours every Monday — manually pulling data from 5+ disconnected tools, pasting into spreadsheets, emailing to stakeholders. By Tuesday morning, the numbers are already stale
Data lives in Shopify, QuickBooks, HubSpot, Meta Ads, and Google Sheets — with no single view. You make decisions based on instinct because "pulling the numbers" takes too long and the team has already moved on to the next fire
Enterprise BI tools like Tableau, Looker, and Power BI require a dedicated data analyst ($3,000–$5,000/month) and 2–3 months of setup. Metabase and Superset are free but require SQL — your operations team cannot write queries
A real-time KPI dashboard pulling data from every tool you use into a single screen — your top 5–7 KPIs, auto-refreshing, branded to your identity. AI-generated daily narratives replace the Monday morning spreadsheet: "Yesterday: sales up 12% vs last Tuesday, top driver was the email campaign. Store 3 underperforming — stockout on SKU X. AR aging: 3 invoices past due." Written in plain language — no chart-reading required. Multi-source connectors for Google Analytics, Meta Ads, Shopify/WooCommerce, QuickBooks/Siigo/Alegra/Xero, HubSpot, Google Sheets, MySQL/PostgreSQL — at least 3 sources live in the pilot. Scheduled email digests delivered to stakeholders automatically. KPI threshold alerts via Slack, email, or WhatsApp — revenue drops 20%, inventory below reorder point, invoice 30+ days past due — the right person is notified immediately. You own the dashboard (Apache 2.0).
Every 2-week pilot includes these five modules — delivered, tested, and ready to use.
Single-screen dashboard with your top 5–7 KPIs — sales, revenue, customer acquisition, operational efficiency. Auto-refreshing. Branded to your identity. Role-based access: CEO sees all, department heads see their domain.
Every morning, an AI-generated summary of yesterday performance: what changed vs previous day, top drivers, anomalies detected, recommended actions. Replaces the Monday morning spreadsheet. Written in plain language — no chart-reading required.
Google Analytics, Meta Ads, Shopify/WooCommerce, QuickBooks/Siigo/Alegra/Xero, HubSpot, Google Sheets, MySQL/PostgreSQL. At least 3 sources live and auto-refreshing by Day 14. Direct database queries supported.
Daily or weekly summary emailed automatically to stakeholders — AI narrative, key charts, and alert summary. Configurable per recipient: CEO full view, department heads domain-specific. In their inbox before they ask.
KPI threshold alerts via Slack, email, or WhatsApp: revenue drops 20% day-over-day, inventory below reorder point, invoice 30+ days past due. Quiet hours configurable. At least 3 alerts configured during the pilot.
No long discovery phases. No open-ended retainers. A clear scope, a fixed timeline, a measurable result.
30–60 minutes. We map your KPIs, data sources, reporting pain points, and stakeholder needs. Identify the top 5–7 KPIs for the pilot dashboard. By the end of the call, we can tell you whether this is a 2-week pilot — and exactly what it would cost.
2–5 business days. Data source audit: API availability, data quality, refresh frequency, authentication method. KPI definitions locked with formulas and data sources. Dashboard layout designed. Written scope with fixed price — you approve before any work starts.
2 weeks. Your live KPI dashboard goes live on your domain. Day 5: first dashboard with 2 data sources rendering real data. Day 10: all 3+ sources, alert thresholds, and email digest wired. Day 14: AI daily narrative generator delivering automated summaries.
We measure against agreed success metrics: reporting time reduction (hours → <5 min), data source coverage, decision latency. Pre-pilot baseline vs. post-pilot result. Then scope Phase 2: new data sources, predictive forecasting, or mobile dashboard.
Full documentation, 60-minute recorded team training, KPI definition guide, source code (Apache 2.0). You own the dashboard. Optional retainer for new data sources, new KPIs, and ongoing AI narrative tuning.
Orion Analytics turned days of manual reporting into AI-generated narratives delivered in minutes — the same architecture powers your 2-week KPI dashboard pilot.
From 3–4 hours of weekly spreadsheet assembly to a real-time dashboard with AI-generated narratives — Orion Analytics case study.
Shopify, QuickBooks, HubSpot, Meta Ads, Google Sheets, MySQL — at least 3 sources live and auto-refreshing by Day 14.
CEO answers "what were yesterday's sales?" from the dashboard — down from hours of waiting for the weekly report.
Book a free 30-minute discovery call and we will scope your first automation with clear deliverables and measurable outcomes.
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