Solution 3 of 3

Executive
Dashboard

Your entire business on one screen. Revenue, projects, tickets, invoices, team utilization, and AI-generated summaries — updated in real time. Stop running your business from spreadsheets.

TenK Executive Dashboard

Live

$142,800

Monthly Revenue

+12%

14

Open Projects

3 due this week

7

Support Tickets

-40% vs last month

$28,400

Outstanding Invoices

4 overdue

87%

Team Utilization

+5% this week

Ready

AI Weekly Summary

Generated Sunday

Everything you need to run your business — in one view.

No more toggling between five tools to piece together a picture. Your dashboard connects the dots automatically.

Revenue & Cash Flow

Total revenue, MRR, outstanding invoices, and cash position — updated from your accounting system in real time.

Sales Pipeline

Deals by stage, close probability, and projected close dates — pulled directly from your CRM.

Projects & Deadlines

Active projects, completion percentage, upcoming milestones, and at-risk items flagged automatically.

Support Tickets

Open tickets, resolution time, satisfaction scores, and volume trends from your helpdesk system.

Team Utilization

Billable vs. non-billable hours, capacity by team member, and overtime risk — from your time tracking tool.

AI Weekly Digest

An AI-generated summary every Sunday: what happened, what needs attention, and what to watch.

Integrations

Connects to the tools you already use.

We don't replace your existing software. We connect it. If it has an API, we can pull data from it.

QuickBooks / Xero

HubSpot / Salesforce

Stripe / Square

Harvest / Toggl

Zendesk / Freshdesk

Microsoft 365 / Google Workspace

Asana / Monday / Jira

Custom databases and APIs

AI Layer

The AI layer that turns data into decisions.

Weekly Business Digest

Every Sunday, an AI-generated summary of the week: what changed, what needs attention, and what to watch next week.

Anomaly Detection

Revenue drops, ticket spikes, or utilization dips — the system flags them before they become problems.

Trend Forecasting

Based on your historical data, the dashboard projects where key metrics are heading over the next 30, 60, and 90 days.

Natural Language Queries

Ask your dashboard a question in plain English: "What was our best month this year?" and get an instant answer.

The Process

From disconnected tools to unified visibility.

01

Data Source Audit

We identify every system that holds business data and determine which sources matter most to your decision-making.

02

Dashboard Architecture

We design the layout and metric hierarchy before building a single connection — you approve it before we touch a system.

03

Integration Build

We connect each data source, normalize the data, and build the real-time pipeline that keeps the dashboard current.

04

AI Configuration

We configure the AI summary layer — triggers, thresholds, and weekly digest formatting tailored to your priorities.

05

30-Day Support

We monitor, tune, and support the dashboard through your first full month of live operation.

Real Result

PHFAMOESCEF reduced total IT and telecom expenses by 27% after we consolidated 4 vendors into 2 and built unified visibility across all three facilities.

They went from multiple invoices, siloed systems, and reactive IT decisions to a single pane of glass across communications, connectivity, and operations.

Read the Full Case Study

Ready to see your business in one place?

Book a free 30-minute discovery call. We'll identify your key data sources and design your dashboard before we build a single connection.


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Business Operations Automation · Washington, DC Metropolitan Area