Patient request automation for a dental clinic in n8n. An AI step sorts each website request into urgent, booking or price, finds free slots in the calendar, creates a lead in the CRM and replies on WhatsApp in under a minute. Sample data.
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Inventory and purchasing review for an auto parts wholesaler in Excel: weeks of cover, what to reorder this week and dead stock with no sales for 180+ days. In this sample, $41,200 sat in 14 parts that had not sold in six months. Sample data.
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Sales plan vs actual for a B2B team in Looker Studio. Cumulative revenue against plan, month-end forecast and pace per rep, refreshed from the CRM every morning. Sample data.
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Job profitability dashboard for a construction company: forecast cost and margin per job, receivables by age and cash on hand, updated from the accounting export. In this sample, 3 of 9 jobs are over budget and one would lose $18,400. Sample data.
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