CEO
CEO Dashboard
Revenue, growth, cash, headcount and OKR health on one screen — with AI-narrated movement explanations.
- Weekly auto-narrative
- Anomaly alerts
- Goal vs actual
AI Dashboards & Reporting
Turn business data into executive decisions.
Unify revenue, ops, marketing and finance data into role-specific dashboards — with AI narratives that explain what changed, why it matters, and what to do next.
HubSpot · Salesforce · Stripe
Google Ads · Meta · GA4
QuickBooks · Xero · ERP
vibetoscale / executive-os
LiveCEOCFOSalesOpsQ4 · live
MRR
$248K
18.4%
Customers
1,284
12.1%
CAC
$142
8.2%
Churn
2.1%
0.3pt
Revenue · 12mo+148% YoY
AI insight
Q4 pipeline up +34%. Demo→close conversion improving — recommend shifting $18K to enterprise paid.
2 accounts at risk · $42K ARR exposureReview
The problem
Most leaders run their business on stale spreadsheets.
By the time the weekly report lands, the decision is two weeks late.
Data in 12 places
CRM, ads, ERP, support, finance — each in their own silo. Nobody sees the full picture.
Reports are late
Analysts pull data manually every Monday. Insight arrives after the moment to act on it is gone.
Nobody trusts the numbers
Different tools tell different stories. Meetings turn into arguments about whose number is right.
Dashboards without insight
Pretty charts that nobody reads — because the chart doesn't say what changed or why.
What you get
Dashboards designed for the seat, not the data team.
Each dashboard is opinionated, role-specific, and tied to the decisions that role actually makes.
CFO
CFO Dashboard
Cash flow, AR/AP, runway, unit economics and budget variance — live from your accounting + ERP.
- Cash forecasting
- Variance analysis
- Vendor + AR aging
Sales
Sales Dashboard
Pipeline, conversion, rep performance, channel attribution and forecast — refreshed in real time.
- Rep + team views
- Forecast + commit
- Stage conversion funnels
Ops
Operations Dashboard
Throughput, SLA, queue health and exception monitoring across automated workflows.
- SLA monitoring
- Exception queues
- Workflow throughput
KPI
KPI Reporting
Single source of truth for every team's KPIs — with daily, weekly and monthly auto-distributed reports.
- Email + Slack delivery
- Stakeholder-specific
- Drill-through links
Insights
AI Insights Layer
Conversational analytics — ask 'why did support tickets spike last week?' and get a sourced answer.
- Natural-language queries
- Root-cause analysis
- Citation-backed answers
How it works
Data sources in. Executive answers out.
Data Sources → AI Processing → Dashboard → Executive Insights — refreshed continuously.
01
Connect sources
CRM, ads, finance, product and support data unified into a warehouse.
02
Model + clean
Schemas reconciled, metrics defined, dimensions standardized.
03
AI layer
AI generates narratives, detects anomalies, and answers natural-language questions.
04
Dashboards live
Role-specific views deployed to Looker, Metabase, Power BI or custom.
05
Distribute
Daily/weekly digests pushed to inboxes and Slack — with the 'so what'.
The outcomes
Data leaders actually act on.
1×
Source of truth
Every team reading from the same numbers.
+4x
Decisions / week
Insight available the moment it's needed.
−85%
Reporting time
Analysts freed from manual report assembly.
30+
Sources unified
Across revenue, ops, finance and product.
Industry use cases
Roles where AI dashboards change the meeting
Founder / CEO
Scenario
Spends Sunday assembling the weekly review from 7 tools.
Outcome
AI generates the narrative; CEO reviews and decides.
VP Sales
Scenario
Forecast accuracy is +/- 30% — board hates it.
Outcome
AI-assisted forecast with rep-level commit reduces error to ±8%.
DTC Ecommerce
Scenario
ROAS, CAC, AOV and contribution margin live in 4 spreadsheets.
Outcome
Unified margin dashboard surfaces unprofitable SKUs daily.
Real Estate
Scenario
Project-level visibility into sales, collections and inventory is manual.
Outcome
Live project dashboards for CXO + sales heads.
Healthcare Networks
Scenario
Cross-location KPIs require monthly Excel consolidation.
Outcome
Live multi-location dashboard with peer benchmarking.
Education
Scenario
Admissions funnel, cost-per-enrollment and revenue per cohort sit in silos.
Outcome
Cohort dashboard with channel and counsellor attribution.
Start your AI system
Ready to ship ai dashboards inside your business?
Book a free AI automation audit. We'll map the highest-ROI workflow and scope a system you can launch in weeks, not quarters.
FAQ
Common questions, answered.
Still curious? The free audit call is the fastest path to a direct answer.
Metabase, Looker, Power BI, Tableau or custom dashboards — we recommend based on team, budget and integration needs.
For most clients, yes — BigQuery, Snowflake or Postgres. We set it up if you don't already have one.
Yes. That's the entire point of the insights layer — anomaly detection plus narrative root-cause analysis with sources.
Yes. All data stays in your warehouse and BI tool. We use scoped service accounts and sign DPAs.
Yes — Metabase, Looker and custom dashboards can be embedded for internal teams or customers.
From near-real-time (every 5 minutes) to hourly or daily, depending on source and cost.