Read-only by default
We connect with read-only access wherever a tool offers it, so the report can’t edit invoices, move money or change an ad budget. Every next action in the summary is a suggestion for you to take.
Automated KPI Reports Your numbers in one view. A plain-English summary every Monday.
We connect QuickBooks, your CRM, ad accounts, phones, GA4 and job software, calculate the handful of numbers you run the business on, and send a short summary every Monday: what moved, what looks off and what to do next. No exports, no spreadsheet to rebuild.
Free · 20 minutes · You talk to Syed · Scoped before anything is built
How it runs
KPI Reports Running
The summary lands
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Monday, 7:00 am
On the schedule you set, last week’s figures are pulled from each connected tool, read-only.
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Metrics are calculated and checked
Your KPI definitions applied the same way every week and compared with each number’s usual range.
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Your dashboard updates
One view in Looker Studio or Google Sheets, with every number traceable to its source.
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The summary lands
A plain-English email or Slack note: what moved, what looks unusual and suggested next actions.
See it work
Watch it handle one.
A scripted walk-through of a typical kpi reports conversation — press play.
Simulated demo
Monday KPI report and summary
Harbourview Plumbing & Drain · weekly report Scheduled run · Mon 7:00 am
- Event
Scheduled run · Mon 7:00 am · weekly KPI report for last week, Mon–Sun
- Pulling last week’s figures, read-only… 7 of 7 sources synced · 1,284 records · nothing edited n8n
- Sources
- QuickBooks Online
- Jobber
- HubSpot
- CallRail
- Google Ads
- Meta Ads
- GA4
- Calculating your 8 KPIs against the last 8 weeks… 8 KPIs calculated · totals tie out to QuickBooks and Jobber · 2 outside your thresholds Postgres
- Week at a glance 2 flags
- Jobs booked
- 64 · up 6% on last week
- Calls answered
- 212 of 226 · 94%
- New web leads
- 41 · in the usual range
- Invoices 60+ days overdue
- 6 · down from 8
- Flag 1 · Lead response time Above threshold
- Median first reply
- 2 h 10 min · threshold 1 h
- Which leads
- Web-form leads, Thu–Sat
- Likely cause
- Form alerts went to a shared inbox nobody checked
- Records
- 23 HubSpot contacts linked
- Flag 2 · Drain-cleaning ads Above threshold
- Clicks
- 410 · steady
- Form leads
- 3 · usual 12–15
- Likely cause
- Form on /drain-cleaning failing since Wed (GA4)
- Budget
- Unchanged · decision stays with Priya
- Drafting the summary and sending it… Sent 7:03 am · Priya’s inbox and #weekly-numbers in Slack · every figure linked to its source Slack
- AI assistant
Morning, Priya. 64 jobs booked, up 6%. Two flags: web leads waited 2 h 10 min for a first reply, and the drain-cleaning form has failed since Wednesday.
- AI assistant
Suggested next steps: send form alerts to the dispatch phone, fix the form, and decide whether to pause that campaign until it works. Your call on the budget.
- Priya · owner, in Slack
Good catch. I’ll pause the drain-cleaning campaign myself until the form’s fixed, and move form alerts to dispatch.
Seven sources to a Monday summary with 2 flags, in Priya’s inbox by 7:03 am.
Set this up for my business What it replaces
Off your plate.
- Exporting reports from five tools every Monday morning
- Rebuilding the same spreadsheet and fixing formulas that broke
- Finding out about a slow month after it’s over
- Dashboards nobody opens because they need explaining
How it works
Step by step.
- 01
We agree on the numbers that matter
Most owners run on five to ten numbers: leads, lead response time, jobs booked, overdue receivables, cost per lead. We write down how each is calculated and where it comes from, so a number means the same thing every week.
- 02
We connect your sources, read-only
Accounting, CRM, ads, call tracking, GA4 and job software are connected read-only wherever the tool allows. Figures are pulled on a schedule into storage you own, so history builds up and nobody has to remember to export.
- 03
The dashboard and the Monday summary are built
One view shows this week, last week and the trend for each number. Every Monday the AI writes a short summary from the calculated figures, and each statement links back to the figure behind it.
- 04
Anomalies are flagged with context
You set the thresholds: first reply to a lead over an hour, overdue invoices climbing, a campaign spending without leads. When one trips, the summary leads with it, along with the likely cause and the records involved. It suggests; you decide.
Works with the tools you already use
- QuickBooks Online
- Xero
- HubSpot
- GoHighLevel
- Jobber
- Housecall Pro
- Google Analytics 4 (GA4)
- Google Ads
- Meta Ads
- CallRail
- Google Sheets / Excel
- Looker Studio
- Slack
- Microsoft Teams
Connected through official APIs where available. Names and logos are trademarks of their owners; no affiliation implied.
Guardrails
You stay in control.
Figures come from calculations, not guesses
Each number is produced by a documented calculation against your source data, and we tie the totals out to the source tools before launch and monthly after. The AI writes the summary from those results, says it was drafted by AI, and reports a missing source as missing rather than estimating it.
Only the data the report needs
We pull the totals and fields each KPI needs, not whole customer records. Data sits in storage you own, access is limited to the people you name, and we design around PIPEDA in Canada. For clinics, reports use counts and totals rather than patient details, in line with PHIPA or HIPAA.
Where it fits
Where it fits best.
Trades & Home Services Calls answered, jobs booked, quote close rate, average ticket and overdue invoices, pulled from Jobber or Housecall Pro and QuickBooks into one weekly view. See trades plays Professional Services Billable hours, work in progress and receivables by client or partner, without a Friday afternoon spent in spreadsheets. See professional plays Real Estate & Mortgage Lead sources, speed to first reply, showings or applications booked and cost per lead by campaign, across portals, ads and your CRM. See real estate plays
In practice
What it looks like.
An eleven-person plumbing company
Eight techs, two in the office and an owner. Every Monday the office manager exports figures from Jobber, QuickBooks, Google Ads, CallRail and GA4 into a spreadsheet, and the owner spends time each week working out why a number moved.
About 1.5–2 hours a week back for the office manager and owner (estimate)
The math
- Monday report: 5 sources × ~12 min to export, paste and tidy ≈ 60 min/week
- Checking totals and fixing broken formulas ≈ 15 min/week
- Owner working out what changed: ~3 questions × ~10 min ≈ 30 min/week
- Month-end owner pack: ~2 h a month ÷ 4.33 ≈ 28 min/week
- Total ≈ 133 min/week ≈ 2.2 h/week
- Less 20% for overlap and ramp-up ≈ 1.8 h/week
Estimates use typical volumes and include a 20% allowance for overlap and ramp-up. Your audit measures the real numbers.
Why it matters
The numbers exist. Nobody has time to put them together.
Every tool you run already counts something. QuickBooks knows what you invoiced and who hasn’t paid. Your CRM knows how many leads came in and how fast someone replied. Your ad accounts, phone system, GA4 and job software each hold another piece. No single screen shows them together, so someone exports five reports on Monday morning, pastes them into a spreadsheet and fixes whatever formula broke since last week.
By the time the picture is clear, it’s Wednesday. Or it doesn’t happen at all, and the owner learns about a slow month when the bank balance says so.
What changes with automated KPI reports
The numbers you run the business on are pulled on a schedule, calculated the same way every week and laid out in one view. Each Monday, before your day starts, a short summary arrives by email or in Slack. It says what moved, flags the two or three things that look unusual and suggests what to do next, in plain English. Every figure links back to where it came from, so checking a number takes a click instead of a morning.
The figures come from documented calculations, not from the AI’s judgement. The AI’s job is to read them, notice the pattern and write it up clearly. When a source fails to sync, the summary says so rather than filling the gap.
Where we start
We start with the five numbers you already check every week and the tools they live in. If the books are behind, AI bookkeeping usually comes first, because a report is only as good as the data under it. If lead response time keeps slipping, lead qualification fixes the cause, and the report shows whether it worked. Spend and leads from Meta ads management can sit in the same view. When data also needs to move between tools, we build that with custom AI workflows.
How we roll it out
Audit. Build. Run.
Every engagement is scoped on a call. You’ll know the cost before anything is built.
- 01
Audit
- KPI list: the five to ten numbers you run on, each with a written definition and source
- Source map: which tool holds each number, how it connects and how clean the data is
- Report design: who gets which version, by email or Slack, and when
- 02
Build
- Read-only connections and a scheduled pull into storage you own
- Dashboard with week-over-week trends and links back to source records
- Monday summary with your anomaly thresholds and suggested next actions
- 03
Run & Optimize
- Monthly tie-out of dashboard figures against the source tools
- KPIs, thresholds and recipients updated as the business changes
- Connection monitoring, with fixes when a vendor changes its API
FAQ
Questions owners ask about KPI Reports
Last updated October 7, 2026
Which numbers belong in a weekly KPI report for a small business?
Usually five to ten you would act on: new leads, lead response time, jobs or appointments booked, invoices sent, overdue receivables and cost per lead. We start from the numbers you already check, write down how each is calculated, and leave out anything nobody would act on.
How is this different from the dashboards in QuickBooks or our CRM?
Those dashboards each show one tool’s view. A KPI report puts them side by side, so you can see that leads held steady while booked jobs fell. It also arrives on its own with a written summary, so you don’t have to log in to five places to notice a problem.
Can the AI get the numbers in the KPI report wrong?
The figures aren’t produced by the AI. They come from documented calculations run against your source data, tied out to the source tools before launch and every month after. The AI writes the summary from those results, links each statement to its figure and flags a missing source instead of guessing.
Where does the Monday summary arrive, and who sees it?
By email, in a Slack or Microsoft Teams channel, or both. You choose recipients per report, so the owners can see margins and receivables while the team version shows only bookings and response times.
Does automated reporting need permission to change our accounts?
No. Reporting only needs to read, so we use read-only access wherever a tool offers it. Budgets, invoices and payments stay in your hands.
What do automated KPI reports cost to run?
It depends on how many sources we connect, how much history you want to keep and how many versions of the report you need. We scope it on a short call and give you a fixed build price and a clear monthly running cost before anything is built.
Pairs well with
Often built alongside.
Let’s map KPI Reports to your workflow.
Bring your call volume, your tools and the part that annoys you most. In 20 minutes you’ll know what it would take — and whether it’s worth doing.
Free · 20 minutes · You talk to Syed · Prefer email? muhammad@sadaat.ca