The Reporting Agent transforms your sales figures, website analytics, and other data into clear dashboards and recommendations, so you always know what’s working.
Collect data from all your systems and sources.
Analyze data to find patterns, KPIs, and trends.
Generate dashboards, summaries, and alerts that tell you what matters.
Refine metrics and insights based on feedback and results.
The Reporting Agent gathers metrics from sales, marketing, and operations systems.
Pull sales data from Shopify and marketing metrics from Google Analytics.
Select top KPIs such as revenue, conversion rate and churn rate.
Structure data into tables in a warehouse like BigQuery or Snowflake.
Analytical logic and models process the data to surface patterns, trends, and KPIs.
Use Python or R to run regression or time‑series analysis.
Compute monthly recurring revenue growth and user cohorts.
Identify dips in website traffic or spikes in churn.
Create dashboards and summaries and deliver them via email or chat. Highlight anomalies and opportunities.
Build dashboards in Tableau or Looker.
Email weekly performance summaries or send Slack alerts when metrics cross thresholds.
Flag unusual spikes in refund requests or highlight top‑performing campaigns.
Assess the usefulness of reports and adjust metrics, thresholds, or visuals.
Track how often stakeholders open or interact with the dashboard.
Refresh charts daily with new data.
Recommend cross‑sell opportunities by analyzing purchase patterns and support queries.
Delivered ready to run, documented, and easy to maintain.
Interactive dashboards tailored to your KPIs and business goals.
Automated report scheduling to deliver key metrics to your inbox.
Real-time alerts when metrics deviate or opportunities emerge.
Guides and onboarding to help your team interpret reports and insights.
Tell us about your business. We will review your setup and recommend the first agent to deliver value quickly.
Book a free consultation