AI Data + Reporting Dashboards

We pull data from your POS, CRM, GA4, Stripe and more. Then we add an AI layer that writes a weekly digest in plain English. Starts at $5,500.

I meet business owners in Orlando who say the same thing: “I have data everywhere, but I don’t know what to do with it.” They have QuickBooks for accounting, a POS for the shop, Google Analytics for the website, and maybe a CRM that no one opens. Every system tells a different story. The owner spends Friday afternoons copy-pasting numbers into a spreadsheet, hoping to spot a trend.

That is where I come in. I build one executive dashboard that pulls data from your disparate systems into a single view. Then I add an AI layer that writes a weekly summary in plain English. No dashboards with 47 tabs. No jargon. Just what matters, delivered to your inbox every Monday morning.

How It Works

Every business is different, but the process stays the same. I start with a discovery call to map your data sources. Then I build the pipeline and the dashboard. Finally, I layer on the AI summary and train you and your team. Here is the technical bit: I use BigQuery as the central data warehouse, Looker Studio for the visual dashboard, and an LLM (usually GPT-4 or Claude) to generate the weekly digest. The whole thing runs on a schedule. No manual work after setup.

Phase 1: Data Mapping and Integration

I connect whatever systems you use. Common ones in Central Florida include Square or Clover for POS, Salesforce or HubSpot for CRM, Google Analytics 4 for web traffic, and Stripe or QuickBooks for financials. Sometimes I see older systems like a legacy ERP or a custom database. That is fine. I use BigQuery’s external data sources or write simple ETL scripts in Python or Node.js to pull the data. I store everything in a single BigQuery dataset, with proper schemas and incremental loads so it stays fast.

Callout: Most SMBs have 3-6 separate systems. I connect them all in one dashboard.

Phase 2: Dashboard Design in Looker Studio

You get a clean, visual dashboard that loads in under 3 seconds. I design it around your key metrics: revenue, customer count, booking volume, website traffic, marketing ROI. Each metric has a trend line, a comparison to last week or last month, and a sparkline. No clutter. I use Looker Studio because it is free, fast, and integrates natively with BigQuery. I also add filters so you can drill into a specific location, product line, or time period. Most companies find that once the dashboard is live, decisions happen alot faster.

Phase 3: AI-Powered Weekly Digest

This is the part that owners love. Every Sunday night, a script runs a query against BigQuery, passes the results to an LLM with a prompt that says “Summarize this data for a busy business owner. Highlight one win, one concern, and one recommendation.” The LLM returns 3-4 paragraphs. on Monday morning, you get an email with that summary plus a link to the full dashboard. No logins. No training. Just a decision-ready brief.

Callout: No logins. No training. Just a Monday morning email with your numbers and what to do next.

Real Example: Maitland HVAC Company

Let me tell you about a real client. They run an HVAC company in Maitland with 4 trucks and a back-office of two people. Before we started, they had a QuickBooks desktop, a Google Sheet for scheduling, and a clunky POS from their parts supplier. They had no idea which technician was most profitable, whether their Google Ads were working, or if they were losing money on small jobs.

I connected QuickBooks (via an export to CSV), the Google Sheet (via API), and the POS (via a REST endpoint). I loaded everything into BigQuery. The dashboard showed revenue by technician, average job cost, and lead source performance. The AI digest started with: “Your top technician, Mike, generated $12,400 last week but his average job time is 20% longer than the others. Consider adjusting his route or adding a helper.” That one insight saved them $800 a month in overtime. Their team said this data had occureed to them before but they never had the means to act on it.

Callout: One client saved $800/month in overtime from a single AI insight about their top technician.

Pricing and Timeline

I charge a fixed fee of $5,500 for the first dashboard with up to 5 data sources. That includes the discovery session, data integration, dashboard design, and the AI summary setup. The timeline is usually 3-4 weeks from kickoff to live dashboard. If you want more data sources or custom features, I quote per project. No monthly subscription. You own the dashboard and the data. I can host it on my infrastructure for $50/month, or you can run it yourself.

Compare DIY vs. Hiring Me

Factor	DIY (Spreadsheets + Manual Work)	AI Consulting Orlando (Fixed Fee)
Time investment	10+ hours per week copying data	Zero hours after setup
Data accuracy	Prone to human error	Automated, auditable
Insights	You have to find them yourself	AI-written weekly digest highlights what matters
Cost	Free (if your time is free)	$5,500 fixed fee
Scalability	Breaks as you grow	Handles millions of rows
Training needed	Advanced Excel skills	None. Just read the email.

Frequently Asked Questions

• What systems can you connect? I can connect almost any system with an API or data export. Common ones include QuickBooks, Square, Clover, Stripe, HubSpot, Salesforce, Google Analytics 4, and custom databases. I handle legacy systems too.
• Do I need to know SQL or data tools? Not at all. You just read the weekly email and open the dashboard. I handle all the technical work.
• What happens if a data source changes? I monitor the pipeline and fix any breaks. If a vendor changes their API, I update the script. No extra charge for small changes.
• Can I share the dashboard with my team? Yes. Looker Studio dashboards are web-based. I can give access to as many people as you want.
• Is the AI summary private? Yes. Your data stays in BigQuery on your own project. I use a one-way connection to the LLM. No one else sees your numbers.
• What if I need more than 5 data sources? I quote custom pricing for additional sources. Typically $500-$1,000 per extra source depending on complexity.

Get Started

If you are tired of guessing and want a single source of truth for your business, I can help. Email me at info@aiconsultingorlando.net. We will schedule a 30-minute call to map your data sources. From there, I will give you a firm timeline and a fixed price. No sales pressure. Just a dashboard that works.

Comparison

Factor	DIY (Spreadsheets + Manual Work)	AI Consulting Orlando (Fixed Fee)
Time investment	10+ hours per week copying data	Zero hours after setup
Data accuracy	Prone to human error	Automated, auditable
Insights	You have to find them yourself	AI-written weekly digest highlights what matters
Cost	Free (if your time is free)	$5,500 fixed fee
Scalability	Breaks as you grow	Handles millions of rows
Training needed	Advanced Excel skills	None. Just read the email.

Most SMBs have 3-6 separate systems. I connect them all in one dashboard.

No logins. No training. Just a Monday morning email with your numbers and what to do next.

One client saved $800/month in overtime from a single AI insight about their top technician.