Back to Solutions
Business Operations#24 Call Summary
Business Intelligence Dashboard
"Every metric, every channel — one dashboard, real-time"
12+
Data Sources
Real-time
Refresh Rate
+5x
Decision Speed
The Problem
Leadership flies blind because data lives in 8 different tools. Monthly reviews are reactive. Decisions are slow. Trends get spotted too late.
Workflow
How the system runs
- 01Data pulled from CRM, ads, calls, web
- 02Unified into warehouse
- 03KPIs computed live
- 04Dashboards rendered for each role
- 05Anomalies flagged proactively
- 06Weekly digest emailed
Customer Interaction
Call Summary
Call Summary
neutralLeadership digest · October
Duration · Real-time
- 487 leads, 142 hot leads, 89 visits and ₹4.8Cr pipeline
- Wakad source quality down 6% week-over-week
- Google Ads visit conversion outperforming Meta by 1.7x
Auto-created CRM Tasks
- 1Shift 15% budget to Google high-intent campaign
- 2Ask sales head to review Wakad call recordings
- 3Send Sunday executive digest with cohort table
✓ Pushed to CRM · summary attached · follow-ups assigned
Dashboard & Reporting
Executive Business Intelligence Room
Executive Business Intelligence Room
Revenue and lead quality trend
Live
Data Sources Connected
12+
+4
Refresh Rate
Live
real-time
Revenue Tracked
₹18.4Cr
+29%
Anomalies Detected
47
this month
Report Time Saved
18h/wk
leadership
Decision Speed
5x
faster
Revenue and lead quality trend
Live business view
12+
systems unified
Wakad pipeline
₹4.8Cr
flagged
Ads variance
−6%
watch
Weekly digest
Mon 9 AM
auto
Operational Improvement
Before vs After
Before
- Reports assembled manually each month
- CRM, ads and call data disagree
- Problems spotted after spend is gone
- Leadership debates data instead of decisions
After
- Single dashboard across sales, marketing and operations
- Anomalies flagged daily
- Role-specific views for founders, sales and marketing
- Weekly digest recommends next actions
Business Impact
Measured outcomes
12+
Data Sources Connected
Real-time
Refresh Rate
5x faster
Decision Speed
Daily
Anomalies Auto-Detected
Technology Stack
Enterprise architecture
4-week build · production-grade infrastructure
Automation Layer
- n8n
CRM Layer
- Notion API
- Airtable
Communication Layer
- Slack
AI Layer
- OpenAI
Integration Layer
- Google Workspace
Suitable Industries
Real Estate Healthcare Groups Education Chains Manufacturing B2B SaaS Financial Services Retail
Implementation Brief
Business Intelligence Dashboard rollout plan
Architecture, integration layers, operating rhythm and KPI governance for a 4-week production rollout.
System Walkthrough
6-step workflow · 6 KPI dashboard · ops interaction model
Project Note
"If your leadership can't see the business in real-time, they're managing yesterday."
Project Concept & Design
Anurag Dube
Developed Under
NeovraAI