AI Marketing and Sales Reporting, Reviewed by a Strategist
Stop rebuilding the same report every Monday.
AI pulls your marketing, sales and CRM data into one live view, updated automatically instead of assembled by hand each week. A senior strategist reviews what changed and why before it reaches you, so the report answers a question rather than restating numbers you could already see.
Trusted by B2B companies across the Americas and Europe
The Problem
Most reporting in a growing company is a person, a spreadsheet and a Monday. Someone exports from the ad platforms, pulls a CRM view, pastes it into a deck and writes a paragraph. By the time it is circulated it is a description of last week.
The cost is not only the hours. It is that nobody looks between reports, so a channel can quietly stop working for three weeks before anyone notices, and that the person assembling the numbers rarely has the time left to interpret them.
Average time marketing teams spend each week managing and collecting customer data
Treasure Data, global marketing survey
Of marketing teams spend more than twenty hours a week on it
Treasure Data, global marketing survey
Monthly hours one client recovered once reporting and outreach were automated
GO Smartex client result, Clear I9 by HRlogics
How We Solve It
Four steps from scattered data to a monthly read you can act on.
- 01
Agree what you actually need to know
We start from the decisions you make, then work back to the metrics that inform them. Most reports measure what is easy to export rather than what is being decided.
- 02
Connect the sources
Ad platforms, analytics, CRM and whatever else holds revenue data, joined so a lead can be traced from first touch to closed deal.
- 03
Build the live view
One view, updated automatically, with the handful of numbers that matter visible without scrolling. Everything else sits behind them for when a question needs answering.
- 04
Monthly written read
A strategist reviews what moved, explains why, and says what we are changing as a result. That document is the deliverable; the dashboard is where you check it.
Three ways to find out what happened last month
AI-assembled, senior-reviewed
Data flows in continuously and the view is always current. AI surfaces what changed; a strategist explains why and says what should happen about it. You read the interpretation, not the export.
A BI dashboard
Always current and genuinely useful, once somebody has built it and as long as somebody maintains it. In practice most small teams end up with a dashboard nobody opens because it answers no specific question.
A manual monthly deck
Familiar, and expensive in a way that does not appear on an invoice. It is a snapshot of a month that has already ended, built by the person you would rather have running campaigns.
We build the first and keep the human in it. A number without a reason is a prompt for a meeting, not an answer.
What happens in the first 30 days
- The decisions you make monthly, written down, with the metrics that inform them
- Data sources connected and reconciled against each other
- A live view running with your real numbers in it
- Gaps in tracking named, with fixes shipped where they are quick
- The first written monthly read delivered
Capabilities in detail
What an AI reporting engagement covers.
Source connection and reconciliation
Marketing, sales and CRM data joined into one place, with the mismatches between platforms resolved rather than averaged.
- Ad platform connections
- Analytics and site data
- CRM pipeline and revenue data
- Source taxonomy and reconciliation
The live view
A single view, updated automatically, built around the decisions you make rather than around what is easy to export.
- Channel and campaign performance
- Pipeline and conversion stages
- Cost per qualified lead
- Revenue attribution by source
Change detection
AI surfaces what moved and what stopped, so a channel failing quietly gets noticed in days rather than at month end.
- Week on week change surfacing
- Anomaly flags
- Tracking break detection
- Alerting where it is useful
Senior interpretation
A written monthly read from the strategist running your work, saying what changed, why, and what happens next.
- Monthly written report
- What we are changing and why
- Open questions named
- Quarterly trend review
Frequently Asked Questions
The usual set: Google Analytics 4, Google and Meta ad accounts, LinkedIn, and HubSpot, Salesforce or Pipedrive. If something you depend on has no usable integration, we will tell you before we quote.
For most companies at this size, no. We will say so if your data volume or complexity genuinely needs one, rather than selling you infrastructure you will not use.
That tends to surface in the first two weeks. We name what is broken, fix what is quick, and are honest about which numbers cannot be trusted until it is fixed.
AI assembles the data and surfaces what changed. A senior strategist writes the interpretation and signs it. We do not send you a generated summary and call it analysis.
Whatever you agreed matters. For most clients it is qualified pipeline created, and for some it is revenue or retained accounts. The point is agreeing it in advance so reporting cannot drift into whichever metric looks best.
Yes. It is yours, and it stays yours if we stop working together.
Ready to get started?
Tell us which numbers you rebuild by hand every month and we will tell you which of them can be live by next week.
Book a 20-Minute Strategy CallNeed the tooling as well as the view? See AI Custom Tools