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Distribution • B2B

Analytics report automation for a tech reseller

An American corporate reseller built its monthly sales report by hand. We automated it: CRM, ERP and marketing data now becomes a weekly report in 10 minutes, with AI-written insights on who to upsell, what to cross-sell and where marketing should focus.

6 weeks September 2026
10 min
Report time, down from 2 weeks
~60h
Analyst hours saved monthly
~$3,000/mo
Cost reduction
Weekly
Reports, up from monthly
Analytics report · demo data Live
Weekly analytics report
Next run: Monday 06:00
0:00
Before: 2 weeks
CRM
Waiting…
ERP
Waiting…
Marketing
Waiting…
Revenue
—
Orders
—
Avg. order
—
Repeat customers
—
Revenue by segment
01Before

The challenge: two weeks to build one report

Every month an analyst exported data from the CRM, the ERP and the marketing tools, merged it in spreadsheets and rebuilt the charts by hand. By the time the report reached sales and marketing, the numbers were already two weeks old.

Data in 3+ systems
Manual spreadsheet merges
Charts rebuilt by hand
Insights two weeks late
Sales analyst
Rebuilding the same report every month
Customer, order and campaign data scattered across separate tools Hours of copy-paste and fixing broken formulas Every chart and slide rebuilt from scratch Marketing plans based on last month's numbers
~60h/mo
Analyst time spent on one report
2 weeks
From raw data to decisions
02What we built

The solution: automated analytics reports with AI insights

Every week a pipeline pulls the data, cleans it and joins it. An AI analyst compares it with past weeks and writes what matters in plain language: which accounts to upsell, which products sell together and where marketing should focus. The report lands in the inbox with a link to a live dashboard.

1 · Collect 2 · Analyze 3 · Deliver
Data from
CRM & ERP
Accounts, orders, invoices
Marketing tools
Campaigns & web analytics
AI analyst
Data pipeline · trend detection · AI summaries
Delivered as
Weekly email report
Sales, marketing, leadership
Live dashboard
Drill into any number
Monday 06:00: fresh data pulled from every system Cleaned, joined and compared with past weeks to spot trends 10 minutes later: report and insights in every inbox
Upsell opportunities
Cross-sell patterns
Campaign suggestions
Churn alerts
Plain-language summaries
03After

From reporting to acting

Quantifiable benefits
10 min
Report time, down from 2 weeks
Down from two weeks of manual work
~$3,000/mo
Cost reduction
Analyst time freed for real analysis
Weekly
Reports, up from monthly
Fresh numbers every Monday instead of once a month
~60
Hours saved monthly
One report
Sales and marketing working from the same numbers

Sharper marketing

Campaigns planned on last week's data and aimed at the segments that are actually growing.

More upsell and cross-sell

Sales gets a ready list of accounts to call, and what to offer each one.

Analysts back to analysis

No more copy-paste: the team spends its time on questions, not spreadsheets.

Tell us the process you hate most.

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