Forward Deployed AI Engineering

Reporting & Dashboards Your Team Trusts

One engineer builds reporting that pulls from your real systems automatically, so your Monday meeting starts with numbers, not a scramble.

Book a call Forward Deployed AI Engineering

Sounds familiar?

01Your weekly report takes half a day to assemble by hand.
02Two departments report different numbers for the same metric.
03Nobody trusts the dashboard because it's often out of date.

In most companies, the weekly report is somebody's Friday afternoon: pulling exports, reconciling three spreadsheets, hoping the numbers match. By the time it lands, it's already out of date.

We build dashboards and scheduled reports that pull directly from your CRM and operational tools, using n8n, the Claude API and Google Workspace, so the numbers update themselves and everyone looks at the same figure. We start from the questions your leadership team actually asks in a meeting, not a library of charts nobody opens.

What you keep

Live dashboard pulling from your real systems
Scheduled reports delivered automatically
One agreed definition per key metric
Drill-down views from summary to source record
Exception alerts for numbers that need attention
Documentation of every data source

Who this is for

Your leadership team argues about whose numbers are right.
Someone spends hours a week assembling a report by hand.
You have data in several tools and no single view of it.

Forward Deployed AI Engineering

What we build and run

Agree the two or three numbers leadership actually needs weekly.
Connect your CRM and operational tools to one reporting layer.
Build scheduled reports that land in Google Workspace or email.
Build dashboards that update automatically from live data.
Add drill-down views so a number can be traced to its source.
Flag exceptions and anomalies for a human to check.
Document the data sources so the numbers stay trusted.

How it runs

From kickoff to a running sales system in 30 days.

Week 1-2
Agree the metrics that matter and audit data sources.
Week 3-4
Connect systems and build the reporting layer.
Week 5-6
Build dashboards, test against known numbers, refine.
After
Add further reports as priorities change.

Questions we get

What tools do you build reporting with?

Mainly n8n and the Claude API to pull and process data, delivered through Google Workspace or a live dashboard, connected to your CRM and other operational tools. We build on what you already run rather than adding another platform.

Will the dashboard update automatically?

Yes. It pulls from your live systems on a schedule or in near real time, so the numbers update themselves instead of waiting for someone to assemble a report.

Can you fix numbers that don't match across departments?

That's usually the first step. We audit where each number comes from, agree one definition per metric with the teams involved, and build the reporting on that agreed definition so everyone looks at the same figure.

How long does a reporting project take?

A first set of dashboards and scheduled reports is typically live in four to six weeks, tested against numbers your team already knows before it becomes the source of truth.

Other sub-areas in this service

AI Agents & Agentic Workflows CRM Implementation Workflow Automation Websites & Landing Pages Mobile Apps Reporting & Dashboards AI Efficiency Audit