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.