Your whole business in one view.
Calls, leads, bookings, revenue, reviews and rankings, pulled automatically from the tools you already use into one live dashboard. Every morning, an AI summary tells you in plain English what changed, what is working and what needs attention.
Sample data for illustration.
- Phone and AI receptionist calls
- CRM leads and deal stages
- Scheduling and job management
- QuickBooks, Stripe or Square revenue
- Google Business Profile and reviews
- Website analytics and search rankings
Your numbers live in too many places
Calls are in the phone system, leads in the CRM, jobs in the scheduler, revenue in QuickBooks, reviews on Google and rankings somewhere else. Pulling it together takes hours, so it rarely happens, and decisions get made on gut feel.
An AI business dashboard connects those sources once and keeps them up to date. You see what each channel brings in, where leads drop off and how this week compares to last, plus an AI summary that points out what you might miss.
- Know which marketing actually brings revenue
- Spot leads going cold before they are lost
- Weekly reports without the spreadsheet
Business intelligence without the analyst
Live KPIs
Leads, bookings, close rate, revenue, average job value and response time, updated automatically.
AI daily summary
A plain-English briefing each morning: what changed, why it matters and what to do next.
Lead source tracking
See which channel each customer came from, from Google Maps to the chatbot to referrals.
Smart alerts
Get a text when response times slip, a big lead goes cold or reviews drop.
Ask questions
Type “How many roofing jobs did we book from Google last month?” and get an answer.
Mobile friendly
Check your business from your phone between jobs, with a clean view designed for small screens.
From scattered data to clarity
Connect
We connect your tools and agree the handful of numbers that matter most.
Design
We build your dashboard views and set up the daily AI summary.
Launch
You start receiving summaries. We adjust based on what you actually use.
Expand
Add new sources and alerts as your business grows.
Who uses an AI dashboard
A 2-minute daily check-in
Know how the business is doing before the first coffee is finished.
No more weekly report building
Reports compile themselves and arrive on schedule.
Sales, ads and inventory together
One view of revenue, ad spend and stock, with alerts on what needs action.
What is an AI business dashboard?
It is a live view of your key business numbers, pulled automatically from your tools, combined with AI that explains what the numbers mean and highlights what needs attention.
Which tools can it connect to?
Most popular small business software, including CRMs, phone systems, scheduling tools, QuickBooks, Stripe, Square, Shopify, Google Analytics, Google Business Profile and Search Console.
Do I need clean data first?
No. Part of our setup is cleaning up and matching data across tools so the numbers are reliable.
Is my data secure?
Connections use read-only access wherever possible, and your data is not used to train public AI models.
How is this different from the reports my tools already have?
Each tool reports on itself. The dashboard joins them together so you can see the full journey from first contact to revenue, plus an AI summary across all of it.
How long does it take?
Most dashboards are live within two to three weeks.
See your business clearly, every morning
Book a free call and we will sketch the dashboard and daily summary that would help you most.
Or call +1 (971) 349-1398 · ranklyte@gmail.com