Analytics and reports
Your numbers every morning, no spreadsheets

Sales, profit, stock and debts in one dashboard that calculates itself. In the morning you see where your decision is needed

Message on WhatsApp

see the case ↓

  • 2 daysfirst version in a case
  • 184orders reconciled to the cent
  • every morningreport in Telegram
/ When you need this

Typical situations

  • Reports are put together by hand in spreadsheets, and the numbers arrive late
  • Sales live in the CRM, money in the bank and accounting, and nobody sees the whole picture
  • Managers see more than they should, and reconciling debts takes hours
/ Similar projects, with numbers

Cases

All cases →
KeyCRM reporting B2B / Distribution

KeyCRM and Bank Reports in 2 Days: a Dashboard for a Cosmetics Distributor

Sales, profit, stock and debt reports lived in Google Sheets. We built a dashboard on top of KeyCRM and Finmap: each manager sees only their own debts, and payments post to the CRM in one click.

2 days to the first working version
184 orders reconciled to the cent
KeyCRMFinmapn8nSupabase
Order Processing E-commerce / Fashion

4 Fewer Hours of Manual Work a Day: AI Order Processing for Fashion E-commerce

An online fashion store processed 400+ orders per day manually. We built an agent that automatically confirms orders, checks stock availability, updates statuses, and notifies customers.

-4 hr manual work / day
99.2% processing accuracy
n8n Shopify API GPT-4o Slack
Email Inbox Agent B2B / Logistics

AI Email Inbox Agent for Logistics Company

A logistics company received 200+ emails daily: inquiries, confirmations, complaints. We built an agent that reads, classifies, and replies to 80% of emails automatically.

80% auto-replied
-3 hr manager work / day
n8n Gmail API GPT-4o Airtable
AI Support Agent E-commerce · Micromobility

41.5% of Tickets Without an Operator: AI Support for E-commerce

A micromobility rental platform was drowning in thousands of repetitive tickets. We deployed an AI agent that processes tickets, resolves standard questions, and escalates complex cases to operators.

41.5% closed by bot
11 644 tickets processed
GPT-4o n8n Zendesk PostgreSQL
Email Automation B2B / Medical

AI Email Agent for Medical Equipment Manufacturer (DE)

A German medical equipment manufacturer could not scale their sales team. We built a personalized email sequence system with AI-generated copy tailored to each customer segment.

3x reply rate increase
2 wk to first result
Instantly GPT-4o Apollo n8n
SEO + Email B2B / IT Outsource

SEO-Driven Email System for IT Outsourcing Company

An outsourcing company wanted to generate leads via email without spamming. We built a system with automatic lead collection, personalized emails by industry and team size.

+62% open rate
18 leads in first month
Smartlead Clay GPT-4o Airtable
Voice Agent B2C / Clinic

30% Fewer Missed Calls: Voice AI Agent for a Clinic

The clinic was losing up to 30% of patients due to busy phone lines during peak hours. We deployed a voice AI agent that answers calls 24/7, books appointments, and sends SMS confirmations.

-30% missed calls
94% successful bookings
ElevenLabs Bland.ai n8n Google Cal
AI Sales Bot SaaS / Sales

2.4x More Qualified Leads: AI Sales Bot for SaaS

A SaaS company was wasting manager time on unqualified leads. We deployed an AI bot that qualifies leads by 7 criteria, books demos, and passes hot leads to CRM with full context.

+55% demo rate increase
x2.4 qualified leads
Intercom GPT-4o HubSpot Calendly
Voice AI Agent B2B / Manufacturing

Voice Product Search from 57% to 93%: a Voice Agent for a Bakery

A bakery collected outlet orders by phone every day. We built analytics, a CRM and a voice agent that calls outlets, takes orders and creates a draft invoice.

+55% demo rate increase
x2.4 qualified leads
Vapin8nElevenLabsSupabase
/ What is included

Business analytics and reporting: what is included

  1. Owner dashboard

    Sales, gross profit, stock, debts and cash flow on one screen. It updates on a schedule, with no copying by hand

  2. Morning report in Telegram

    A short summary every morning: what changed yesterday and where your decision is needed

  3. Data from every system

    KeyCRM, HubSpot, Pipedrive, BAS and 1C, Finmap, your bank, Google Sheets, GA4 and ads. If there is no ready connection, we write our own

  4. Access rights

    Each manager sees only their own customers and debts. The owner and the accountant see everything

  5. Reconciled to the cent

    Before the dashboard becomes the main tool, we compare it with your spreadsheets order by order

  6. Actions from the dashboard

    A «paid» tick posts the payment to the CRM. Matching payments to orders is suggested to the accountant, and the decision stays with them

  7. Marketing and ads

    GA4, BigQuery and Looker Studio: where leads come from and what a customer from each channel costs

/ How the project runs

Business analytics and reporting: how we work

Four steps from the first call to launch. You accept each one separately.

  1. Intro call

    You tell us which numbers you calculate by hand now and where they live

  2. Data map

    Which systems we connect, which reports come first and who should see what

  3. First version and reconciliation

    We build the dashboard on real data and reconcile it with your spreadsheets to the cent

  4. Morning report and support

    We switch on the Telegram report and add new reports once the first ones work

/ Pricing

Business analytics and reporting pricing

Quote after the call

The price depends on the number of systems and reports. We give an exact quote after the call and the data map. The first call and demo are free

We work in stages: each one has a clear scope and a visible result.

What affects the price

  1. Number of systems we take data from
  2. Number of reports and access roles
  3. Actions from the dashboard: payments, statuses, tasks
/ FAQ

Business analytics and reporting: FAQ

Do we need to move off our CRM?

No. The dashboard runs on top of your CRM and accounting, and the team keeps working where it is used to

How do you check the numbers are right?

We compare the dashboard with your spreadsheets order by order, to the cent. In one project 184 orders in the debt report matched this way, and only then did the dashboard become the main tool

Can managers see each other’s numbers?

No, each sees only their own customers. The owner and the accountant see everything

How long does the first version take?

It depends on the number of reports and systems. In the cosmetics distributor case the first working version took 2 days, then a week of interface changes

How much does it cost?

It depends on the number of systems and reports. We give an exact quote after the call. The first call and demo are free

Why not the CRM’s built-in reports?

Built-in reports see only the CRM, while the dashboard brings the CRM, bank, accounting and ads together. If two simple reports are enough for you, we will honestly say the built-in ones will do

/ More detail

For those who want more detail

From practice: what we learned on real projects

No client names: only what changed the way we work.

  • A payment «larger than the debt»

    Our first conclusion about an inflated debt was wrong: the payment had already been entered by hand. Automation splitting such a payment across orders would have quietly doubled payments. So matching stayed a suggestion for the accountant

  • Cash on delivery

    The payment service sends one transfer for many shipments, so each order’s payment cannot be checked against the bank. The dashboard shows those orders separately

  • Convenience beats looks

    The owner insisted the dashboard be as convenient as a spreadsheet: draggable columns, filters, a total at the bottom, minimal labels. We started there and adjusted the looks later

Support and maintenance after launch

We do not hand over and vanish. You can pay by the hour; a package works out better value and keeps the system looked after every month. Everything can be agreed individually.

  1. Start

    One AI agent or one integration

    3 h included every month

    • We keep everything running and fix failures
    • Small edits: prices, texts, answers
    • We answer your team in a messenger
  2. Recommended

    Growth

    Several agents or a CRM with integrations

    6 h included every month

    • Everything in Start
    • Monthly retraining of AI agents on new conversations
    • We update integrations when your services change
    • A short report: what we changed and improved
  3. Partner

    A system the business runs on

    12 h included every month

    • Everything in Growth
    • New scenarios and features every month
    • Your tasks go first in the queue
    • A monthly call about where the system goes next

Package hours do not roll over to the next month. If there were no small tasks, monitoring and updates still run every month. Queue priority and the monthly call come only with the Partner package.

Hourly

No package: one-off tasks and edits, paid for the time actually spent. Hours beyond a package are billed hourly too.

Custom

A different number of hours, several systems or your own terms: we agree a package that fits your business.

/ Let’s start

The first call and demo are free

Tell us about your process and we will get back to you within a few hours to set up a call and demo.