Project overview
This project involved designing and building a custom AI-powered business intelligence dashboard for a multi-unit service business. The client needed a single interface to monitor revenue, operational performance, lead pipeline and team activity across three separate business units — without exporting spreadsheets or switching between four different platforms.
The challenge
The client's data lived in three systems: a CRM, a job management platform and an accounting tool. Reporting required manual exports, cross-referencing and time-consuming spreadsheet work. The result was delayed reporting, missed trends and decisions made on outdated information.
The solution
We built a custom Next.js dashboard with real-time API connections to all three platforms. AI-powered anomaly detection flags unusual patterns in revenue, lead volume or operational metrics automatically. Role-based access control ensures each team member sees only the data relevant to their function. The dashboard loads in under 1.5 seconds and is fully mobile responsive.
Key features delivered
Real-time revenue tracking across all business units. AI-powered lead pipeline forecasting. Automated anomaly alerts via email and Slack. Custom KPI widgets configurable per user role. Historical trend analysis with AI-generated insights. Mobile-first responsive design for field access.
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