01
Custom dashboards drawing from your systems
One screen showing leads, bookings, revenue and unpaid invoices, drawn live from the systems that hold them.
Services Custom Dashboards & Reporting
Custom Dashboards & Reporting
See what is happening without building reports.
Who it is for
Owners who ask for the numbers and wait days for them.
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What we build
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Scheduled reports, such as a Monday summary by email
A Monday summary in your inbox, or a weekly report to the team, built once and sent on its own.
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Tracking leads, bookings and unpaid invoices
The three numbers most owners ask for, without having to ask.
04
Data clean-up so the numbers can be trusted
Duplicates, mismatched names and missing fields fixed, so the report and the system agree.
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What it looks like in practice
Your Monday summary arrives on its own at 7 am: last week's bookings, invoices unpaid for more than 30 days, new leads and where they came from.
One click opens the dashboard behind it, drawn live from the systems that hold the data.
When a number looks wrong, you can see which system it came from and fix it there.
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Platforms we use for this
Retool, Microsoft 365 and Azure, Google Workspace and n8n.
{
"Automation": [
- n8n
- Zapier
- Google Antigravity
- VS Code
]
"AI models and agents": [
- OpenAI
- Claude (Anthropic)
- Gemini (Google)
- Microsoft Copilot
- Higgsfield
- Retell AI
- ElevenLabs
]
"Healthcare and phones": [
- Holly AI by Nimblr
- ModMed
- RingCentral
- Twilio
]
"Business systems": [
- Salesforce
- HubSpot
- Pipedrive
- Airtable
- monday.com
- Microsoft 365 and Azure
- Google Workspace
- Retool
]
"Email, meetings and chat": [
- Gmail
- Microsoft Outlook
- Microsoft Teams
- Google Meet
- Slack
- Telegram
]
"Outreach, forms and web": [
- Instantly AI
- Typeform
- Wix
- Hostinger
]
}
Questions about Custom Dashboards & Reporting
What is in the Monday summary?
Last week's bookings, invoices unpaid for more than 30 days, and new leads and where they came from. It arrives on its own at 7 am, and one click opens the dashboard behind it.
Where do the numbers come from?
From the systems that already hold them, drawn live. When a number looks wrong, you can see which system it came from and fix it there.
What if our data is messy?
We clean it up first. Duplicates, mismatched names and missing fields are fixed, so the report and the system agree.
Do we need technical staff to run it?
No. Every build comes with plain documentation and a walkthrough for your team, and someone on your side can always see it, pause it or take over. You own what we build.
Will it work with the software we already use?
Usually, yes. We build on automation platforms such as n8n and Zapier and on native connections, which link to most CRMs, calendars, accounting tools, email and practice-management systems. Where a system allows connections we can usually connect it; where it does not, we tell you on the discovery call.
How long does it take?
It depends on the workflow and how many systems are involved. We agree a scope and a delivery date before work starts, and we tell you if either changes.
Ready for less manual work?
Thirty minutes, free. You describe the problem, we pick one workflow your team repeats, and you leave with a plain summary of what could be automated, whether or not you hire us.
Book a free 30-minute discovery call Or email info@solutionzai.com
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