Reporting automation
Managers no longer need to gather numbers from five spreadsheets or ask every employee what's going on. The report arrives on its own, on time, with the right figures.
Who it's for
- Owners and managers who compile reports themselves
- Companies without a single analytics system
What you get
- Business metrics at hand at any moment
- Hours saved on manual spreadsheet work
What it does
- pulls data from the CRM
- collects sales and POS figures
- pulls spend from ad accounts
- collects call and bot data
- calculates the metrics you need
- builds the report and sends it to Telegram or email
Typical scenarios
Morning summary
Yesterday's revenue, sales and leads before the workday starts.
Ad report
Meta Ads and Google Ads spend next to actual sales.
Anomaly alerts
An alert when a metric drops below normal.
Dashboard
One page with every number instead of five spreadsheets.
Connects to
- CRM
- 1С / BAS
- Poster
- Checkbox
- Meta Ads
- Google Ads
- Google Sheets
- Telegram
Questions about reporting automation
Our data lives in different systems. Is that a problem?
No — that's exactly what automation is for. We connect to each source via API or exports and merge everything into one data model.
Can the report change after launch?
Yes. Minor changes are included in the 3 months of post-launch support.
up to 24 payments
Pay in instalments with monobank
You can pay for the project in up to 24 instalments. We launch the system right away and the payment is spread over time.
Payment terms