Reporting Dashboards
Transform your spreadsheet data into AI-powered dashboards and auto-generated reports.
| Date | Region | Product | Revenue |
|---|---|---|---|
| 2023-01-15 | North | Service A | $12,450 |
| 2023-01-22 | South | Service B | $8,230 |
| 2023-02-05 | West | Service C | $14,830 |
| 2023-02-12 | North | Service B | $7,620 |
| 2023-03-12 | North | Service C | $15,750 |
| 2023-04-02 | West | Service C | $16,210 |
Why this matters
These are the key operational challenges our custom solution addresses
Manual Report Creation
Your team spends hours each week manually copying spreadsheet data into slide decks, PDFs, or BI tools.
Slow Decision Cycles
Leadership waits days for weekly or monthly reports, delaying time-sensitive decisions.
Human Errors & Inconsistencies
Manual formatting leads to version control issues, outdated insights, and report errors.
Reduction in report prep time
Data consistency across departments
Faster reporting cycle
Your custom automation system
How we transform your spreadsheet workflows
Live Dashboards from Spreadsheets
Automatically pull spreadsheet data into real-time dashboards that update with every file refresh.
Auto-Generated Reports
Generate weekly, monthly, or on-demand reports using AI — complete with summaries, charts, and export-ready formats.
Insight Extraction & AI Commentary
Let AI identify patterns, trends, and key takeaways directly from your raw data.
Scheduled & Triggered Outputs
Set automated delivery for reports to stakeholders — by time, event, or file upload.
How we deliver
Our proven process for building your custom automation system
Use Case Discovery
We identify the reporting workflows your team spends the most time on — including data sources, format needs, and business logic.
Dashboard + Report Design
We design a custom reporting system that matches your KPIs and reporting cadence — using AI to format, summarize, and visualize.
System Integration & Automation
We connect your spreadsheet data sources to reporting templates or dashboards, and automate the refresh/delivery cycle.
Ongoing Optimization
Once live, we monitor performance, adapt to new reporting needs, and tune AI insights for accuracy and clarity.
Use Case Discovery
We identify the reporting workflows your team spends the most time on — including data sources, format needs, and business logic.
Dashboard + Report Design
We design a custom reporting system that matches your KPIs and reporting cadence — using AI to format, summarize, and visualize.
System Integration & Automation
We connect your spreadsheet data sources to reporting templates or dashboards, and automate the refresh/delivery cycle.
Ongoing Optimization
Once live, we monitor performance, adapt to new reporting needs, and tune AI insights for accuracy and clarity.
Industries we serve
Sectors that benefit most from our automation systems
Marketing & Agencies
Transform campaign data from multiple platforms into unified reports. Standardize client analytics across accounts.
Real Estate
Standardize property data across agencies and listings. Automatically prepare client transaction data for CRM systems.
Finance
Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.
Consulting
Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.
Internal ops
Custom spreadsheet automation to standardize your data workflows and eliminate manual processing.
Need immediate automation?
Try SheetZen
Our powerful tool that automatically cleans, standardizes, and transforms spreadsheets without custom development.
Common questions
Do you use tools like Looker or Power BI?
No — we build custom systems for spreadsheet-based reporting. We can optionally integrate with your BI stack if needed, but our systems often remove the need entirely.
Can we generate client-facing reports?
Yes. We can generate branded, PDF-ready reports from your data — ideal for agencies, consulting, and external comms.
What if our data comes in different formats?
We build cleanup and transformation logic into the system so your dashboards and reports stay consistent no matter the source.
Can I customize the look and layout?
Absolutely. Reports and dashboards are fully customizable — from chart types to color schemes to header formatting.
Ready to transform your spreadsheet workflows?
Schedule a consultation to discuss your specific requirements and see how our custom automation system can eliminate manual spreadsheet work.
We usually reply within a day — and there's zero pressure to move forward.