Automated Reporting & AI Dashboards

Your data, finally
telling you something.

Power BI dashboards, weekly KPI reports, and AI-generated insights — delivered automatically to your inbox. Built for small businesses who are tired of staring at spreadsheets.

70–80%of the process automated
3 tiersfrom $297 to $997/month
WeeklyKPI delivery to your inbox
AI-writtenexecutive summaries
How it works

Send data. Receive clarity.

Four steps from raw spreadsheet to insights in your inbox — most of it runs automatically after the first setup.

01

You upload your data

Drop your Excel, CSV, or Shopify/QuickBooks export into a shared Google Drive folder. That's all you need to do.

02

Automation does the work

Zapier detects the new file, triggers the data pipeline, refreshes your Power BI dashboard, and prepares the report.

03

AI writes the insights

GPT-4 or Claude analyzes your KPIs against targets and prior periods, and generates a plain-English narrative — no jargon.

04

Report lands in your inbox

A formatted PDF report with charts, trend analysis, and recommended actions is emailed to you automatically. Done.

Live examples

See what your reporting could look like

Three fully interactive sample dashboards — each built for a different industry. Click any to explore the live demo.

Pricing

Three tiers, one clear outcome

Monthly subscriptions. No setup contracts. Cancel anytime. All tiers include automated delivery — no chasing spreadsheets.

Entry
Snapshot Report
$297 / month

Monthly clarity on your numbers — delivered as a clean report. Best for solo operators and first-time data buyers.

  • Monthly KPI report (Excel + PDF)
  • 5–8 key metrics tracked
  • AI-written insights summary
  • 3-month trend analysis
  • Automated email delivery
  • Power BI dashboard
  • KPI alerts
  • Review call
Premium
Executive Intelligence
$997 / month

White-labeled, multi-source, with competitor benchmarking. For clients who want to look like they have a data team.

  • Everything in Insight Dashboard
  • White-labeled branded reports
  • Multi-source data (CRM, ads, POS)
  • Unlimited KPI alert thresholds
  • Industry benchmark context
  • Bi-weekly strategy call
  • Priority 24-hr response SLA
  • Salesforce / HubSpot integration

One-time dashboard build fee: $300–$800 · Additional data sources: $100/source · Data cleanup sprint: $150–$400

Who this is for

Industries we work with

Any business that generates data can benefit. These are the verticals where clients see the fastest ROI.

🛒
Ecommerce
Shopify, WooCommerce. Sales, AOV, CAC, ROAS.
★★★★★ Best fit
📊
Marketing Agencies
ROAS, CPL, funnel. Resell dashboards to clients.
★★★★★ High value
🏥
Med Spas / Clinics
Bookings, retention, revenue per provider.
★★★★☆ Premium
🏠
Real Estate
Pipeline, leads, conversion, GCI tracking.
★★★★☆ Great fit
💼
SaaS Startups
MRR, churn, NPS, activation rates.
★★★★☆ Budget upside
🏋️
Fitness Studios
Member churn, class utilization, MRR.
★★★☆☆ Easy data
🍽️
Restaurants
Revenue/cover, food cost %, labor %.
★★★☆☆ Volume
🏗️
Contractors
Job cost, margin, crew utilization.
★★★☆☆ Underserved
Semi-passive by design

What gets automated

The goal is 70–80% of the workflow running without manual work after the initial setup.

  • Dashboard refresh
    100%
  • Data collection
    95%
  • Report email delivery
    100%
  • KPI alert monitoring
    100%
  • AI insights generation
    90%
  • Billing & invoicing
    100%
  • Data transformation
    70%
  • Client review calls
    Manual

Time per client, per month

After initial setup, the ongoing manual time is minimal. Most of your hours go into the one-time build — templates, automation, and data connections.

~45 min
Snapshot tier / month
~90 min
Insight tier / month
~3 hrs
Executive tier / month
~20 hrs
10 clients total / month
Onboarding process

From sign-up to first report

A structured 7-step process that gets every new client fully set up and automated within one week.

1
Discovery call
30-min Calendly call to understand KPIs, data sources, and reporting cadence.
CalendlyTypeform
2
Contract & payment
Proposal sent via Bonsai. Client signs and Stripe auto-bills monthly from then on.
BonsaiStripe
3
Data folder setup
Shared Google Drive or OneDrive folder. Zapier watch configured on the folder.
Google DriveZapier
4
Dashboard build
Power BI report built from industry template. Published to Power BI Service. Branded.
Power BIPower Query
5
Automation pipeline
File upload triggers data refresh → AI insight generation → PDF → email delivery.
ZapierOpenAI APISendGrid
6
KPI alerts configured
Threshold rules set per client. Alerts send with AI-written context notes when triggered.
Power BI AlertsZapier
7
First report delivered
Full pipeline tested with real client data. First automated report sent. Monthly cadence begins.
SendGridLoom
Ongoing: monthly review
30-min call to review the executive summary, adjust KPI targets, identify upsell opportunities.
ZoomLoom (async)

Ready to see your data differently?

Explore the live dashboard examples or reach out on Fiverr or Upwork to discuss your reporting needs.

See live examples Find me on Fiverr