Executive Insights Dashboard (AI-Integrated)Bethany Mckinzie
You’ll gain a live, intelligent command center that translates data into decisions—turning metrics, AI summaries, and forecasts into clear executive visibility.
Ideal for founders, directors, and leadership teams seeking to lead with insight, speed, and confidence.
What's included
Executive Insights Dashboard (AI-Integrated)
Bring clarity to complexity with an AI-driven executive dashboard.
I design intelligent dashboards that connect your financial, operational, and marketing data—automating reporting and surfacing real-time insights and predictive summaries so leaders can make faster, smarter decisions.
Executive KPI strategy session
Define leadership-level metrics and decision goals across departments to ensure alignment with organizational strategy.
Multi-source data integration
Connect and automate data feeds from CRMs, accounting, analytics, and project tools (e.g., QBO, HubSpot, GA4, ClickUp).
AI-powered summaries & narratives
Embed GPT or Notion AI to generate automated insights, performance explanations, and highlight trends.
Predictive analytics & forecasting (optional)
Add models or logic that project future performance or budget outcomes.
Cross-department dashboards
Finance, operations, and marketing views linked to a unified executive overview.
Automated reporting suite
Scheduled email or PDF summaries that refresh data and distribute reports automatically.
Governance & documentation
Outline of data ownership, refresh frequency, and security practices.
Loom walkthrough + strategy handoff
Recorded video showing how to navigate, interpret, and evolve your insights system.
Contact for pricing
Tags
Looker Studio
MATLAB
Microsoft Excel
Tableau
Data Analyst
Data Modelling Analyst
Data Scientist
Service provided by
Bethany Mckinzie proJoplin, USA
- 12
- Followers
Executive Insights Dashboard (AI-Integrated)Bethany Mckinzie
Contact for pricing
Tags
Looker Studio
MATLAB
Microsoft Excel
Tableau
Data Analyst
Data Modelling Analyst
Data Scientist
You’ll gain a live, intelligent command center that translates data into decisions—turning metrics, AI summaries, and forecasts into clear executive visibility.
Ideal for founders, directors, and leadership teams seeking to lead with insight, speed, and confidence.
What's included
Executive Insights Dashboard (AI-Integrated)
Bring clarity to complexity with an AI-driven executive dashboard.
I design intelligent dashboards that connect your financial, operational, and marketing data—automating reporting and surfacing real-time insights and predictive summaries so leaders can make faster, smarter decisions.
Executive KPI strategy session
Define leadership-level metrics and decision goals across departments to ensure alignment with organizational strategy.
Multi-source data integration
Connect and automate data feeds from CRMs, accounting, analytics, and project tools (e.g., QBO, HubSpot, GA4, ClickUp).
AI-powered summaries & narratives
Embed GPT or Notion AI to generate automated insights, performance explanations, and highlight trends.
Predictive analytics & forecasting (optional)
Add models or logic that project future performance or budget outcomes.
Cross-department dashboards
Finance, operations, and marketing views linked to a unified executive overview.
Automated reporting suite
Scheduled email or PDF summaries that refresh data and distribute reports automatically.
Governance & documentation
Outline of data ownership, refresh frequency, and security practices.
Loom walkthrough + strategy handoff
Recorded video showing how to navigate, interpret, and evolve your insights system.
Contact for pricing