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Owner / Executive Dashboards (Decision-Grade Visibility)

Buyer Thought

"I don't want reports — I want clarity."

Applies To

Finance, Accounting, Law, Real Estate, Construction, Recruiting, Education, Hospitality

Pilot Scope

KPI definition → data aggregation → real-time dashboards → scheduled executive summaries

Pricing

  • One-time: $3,000–$6,000
  • Monthly: $500–$1,000

Why This Workflow Matters

Owners and executives often spend hours assembling reports from fragmented systems instead of acting on insights. Centralized executive dashboards reduce reporting effort by 20–40% and shorten decision cycles by providing real-time visibility into revenue, risk, utilization, and growth. The agent aggregates validated data across systems and delivers concise summaries, reducing micromanagement while improving confidence in decisions.

Pain Points

  • Fragmented reporting

  • Manual data assembly

  • Reactive decision-making

  • Owner micromanagement

Problems Solved

  • Unified visibility

  • Real-time performance tracking

  • Reduced management overhead

Quantified ROI

  • 20–40% reduction in time spent on reporting, faster strategic decisions, less operational drag on leadership

Key Performance Indicators

  • CEO: Forecast accuracy, decision latency
  • Operator: Report prep time, data accuracy

Ready to implement this workflow?

Start with a 2-week pilot. See measurable results. Scale when you're ready.

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