Sunday, 08:00. The report is already on WhatsApp.
Stop making reports. They'll make themselves
- Data pulled
from CRM - Process metrics
calculated - Charts clear
visualization - Schedule sent
automatically - To you arrives on
WhatsApp
This is what a report you don't make looks like — the data gathers itself, gets styled, and reaches you ready.
Sales · leads · KPI · inventory reports — with charts, delivered on their own. No spreadsheets. From $1,000 one-time · to WhatsApp / email · n8n / Make.
What is an automated report?
An automated report is a report that's built and sent on its own, on the schedule you choose — without opening a spreadsheet, copying data, or building a chart by hand.
A real-life example: every Sunday at 08:00 a weekly summary arrives on your WhatsApp — how many sales there were, how many leads came in, what the conversion was, and a comparison to the previous week. With charts. While you're still drinking your coffee.
Instead of wasting two hours in a spreadsheet every week — you get the full picture at a single glance. I pull the data from your systems (CRM, store, invoicing), process it into Google Sheets or a dashboard, and send it automatically with n8n / Make.
Common Automated Reports
Reports you can turn on today
Weekly sales report
A sales summary by product, channel and rep, with a comparison to the previous week/month — arrives on WhatsApp every Sunday morning.
Leads and conversions report
How many leads came in, from which channel, how many converted to a deal, and the average response time — a complete marketing picture.
Live KPI dashboard
One screen that centralizes all the important metrics in real time — sales, leads, inventory, cash flow — always open, always up to date.
Financial / cash flow report
Income, expenses, unpaid invoices and a cash flow forecast — collected automatically from your invoicing and bookkeeping.
Campaign performance report
ROAS, cost per lead and conversions by campaign — unified from Facebook Ads, Google Ads and Analytics into one place.
Inventory and alerts report
Inventory status by product, with an automatic alert when something is about to run out — so you don't discover a shortage too late.
Service and tickets report
Number of tickets, average response time, satisfaction and recurring topics — so you can improve service based on data.
Custom report
Combines several metrics and several sources according to your specific need — if it can be measured, it can be reported on.
Automated Reports — by Industry
Which report fits which business
Online stores
Daily sales report, top products, abandoned carts and inventory. Result: you see what's selling and what's stuck — without digging through store reports.
Service and B2B companies
Leads report, sales pipeline and revenue forecast. Result: the sales manager knows exactly where every deal stands.
Marketing agencies
An automated performance report for every client — ROAS, conversions and growth. Savings: hours of building manual monthly reports for clients.
Clinics and professionals
A weekly report of appointments, revenue and cancellations. Result: a clear picture of workload and revenue without counting in your calendar.
Finance and insurance companies
A policies/portfolios dashboard, cash flow and commissions. A real example: a dashboard that extracts insurance policy details and summarizes everything in Google Sheets.
Restaurants and retail
A daily sales report by hour/product, top dishes and revenue per table. Result: operational decisions based on data, not gut feeling.
Didn't find your industry? Talk to me — any metric that can be collected can be reported on automatically.
Real reports and dashboards I've built
Insurance policy dashboard
A system that extracts insurance policy details automatically, summarizes everything in a convenient dashboard in Google Sheets, and sends the client a WhatsApp message with a summary of their policy details.
Weekly sales report to WhatsApp
Every Sunday morning a weekly summary with charts arrives on WhatsApp — sales, new leads and a comparison to the previous week — without opening a single system.
Live KPI dashboard
One screen that centralizes all the important metrics in real time — sales, leads, inventory and cash flow — updating on its own from all the systems.
Event-based alerts report
Instead of waiting for the weekly report — an instant alert when something goes off track: a sale above target, inventory that ran out, or a big lead that came in.
Manual report ← → Automated report
Reports by hand
- Exporting data from 3 different systems
- Pasting into a spreadsheet and building a chart by hand
- A formula error → wrong numbers
- "I don't have time" → the report didn't get done this week
- Deciding by gut feeling, not data
Automated reports
- The data is collected on its own from all systems
- Charts are built automatically, styled
- Always the same formula — zero errors
- Arrives on time, every week, without depending on you
- Deciding by data in real time
Which sources does the report pull data from?
CRM and customer management
Monday.com, HubSpot, Salesforce, Pipedrive — leads, deals, pipeline
Store and sales
WooCommerce, Shopify, Kenso.com — orders, products, returns
Invoicing and finance
Green Invoice, Hashavshevet, Cardcom — income, invoices, cash flow
Marketing and advertising
Facebook Ads, Google Ads, Google Analytics — ROAS, conversions, traffic
Spreadsheets and databases
Google Sheets, Airtable, Excel — any data you already manage
Report destination
WhatsApp, Email, Slack, or a live dashboard — wherever is convenient for you to receive it
And hundreds more data sources through Make.com, n8n and Zapier
How much does an automated report cost?
Basic report — $1,000
One automated report from a single data source (for example a weekly sales report), sent on a fixed schedule to WhatsApp or email.
Reports package — $2,000 Most popular
Several reports, charts, period-over-period comparisons, and data from multiple sources — a complete business picture.
Full dashboard — from $5,000
A live dashboard, custom KPIs, smart event-based alerts, and a connection to all your systems.
All packages include 30 days of free changes + $30-80/month operation fee
See the full pricing with all the details ←What do clients say?
Highly recommended. Streamlined processes, saved valuable time and brought order and clarity to my clients' business operations.
An exceptional person, combining integrity and talent. I came through a referral and I'm very happy with the work.
High-level service, beyond the knowledge. Someone who genuinely cares — available, patient, explains things at eye level.
Frequently asked questions about automated reports
What is an automated report?
An automated report is a report that's built and sent on its own, on a fixed schedule, without you doing anything. For example: every Sunday morning a weekly summary arrives on WhatsApp with charts of sales, new leads and a comparison to the previous week — no spreadsheets.
How much does an automated report cost?
A single basic report starts from $1,000. A reports package with charts and comparisons from multiple sources — $2,000. A full live dashboard with KPIs and alerts — from $5,000. One-time payment + $30-80/month for operation. Full pricing ←
Where does the report pull data from?
From any system you have: CRM (Monday, HubSpot), store (WooCommerce, Shopify), invoicing (Green Invoice, Hashavshevet), Google Sheets, Facebook Ads, Google Analytics and more. The report unifies data from several sources into one picture.
Where is the report sent?
Wherever is convenient for you — WhatsApp, email, Slack, or a live dashboard that's always open. The most popular: a report that arrives on WhatsApp every Sunday morning, so you see the numbers without searching.
What kinds of reports can be built?
Almost anything: a sales report, a leads and conversions report, an inventory report, a financial report, a campaign performance report, a KPI dashboard, and even custom reports that combine several metrics. If it can be measured — it can be reported on automatically.
How often is the report sent?
However you choose — daily, weekly, monthly, or in real time (a live dashboard). You can also have event-based reports: for example, an instant alert when a sale exceeds a target, or when inventory drops below a threshold.
Does the report include charts and visualization?
Yes. The reports are built with charts, tables and color highlights — so you understand the situation at a glance, without reading tables of numbers. A live dashboard also includes breakdowns by period, product or channel.
How long does it take to build an automated report?
A basic report from a single source: 3-5 business days. A reports package with several sources and charts: 7-14 business days. A full live dashboard: 14-30 business days. Every project gets a precise timeline up front.
What's the difference between an automated report and a dashboard?
An automated report is sent to you on a fixed schedule (push) — you receive it on WhatsApp/email. A dashboard is a live screen (pull) that's always open and updates in real time. Most businesses start with a weekly report and upgrade to a dashboard when continuous tracking is needed.
📊 Automated Reports
Still wasting hours on reports? Let them arrive on their own.
We'll start with a 20-minute consultation — we'll figure out which numbers matter to you, where they come from, and how to get them ready every week.
No commitment. No sales pitch. If it's not a fit — I'll say so.
Prefer WhatsApp? Talk to me directly ←
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