How to
How to build a dashboard with AI
no jargon!With an AI agent from hablo.bot. It brings together your sales, marketing and operations data, tidies it up, explains what has changed and publishes a dashboard that updates itself every week.
With your Excel files and exportsIt updates itselfProtected if you wantNo lock-in
Your agent online
Every Monday, prepare the dashboard for me with the week's sales, the leads from the campaigns and what has changed since the week before.
Done. I have published it behind a password.
Weekly dashboardSalesMarketing
Sales +18% · Leads 136 · Cost per lead −12%Summary: campaign B is pulling; check the critical stock.View history
Add an alert if the stock of any product drops below 10.
Done. I will warn you on Telegram as soon as it happens.
Illustrative example
The problem
Your data already exists. The hard part is turning it into a decision
The usual reports
Screenshots that go stale
- Every figure in a different tool
- PDFs and screenshots that are useless tomorrow
- Everyone is looking at a different version
Your dashboard with AI
A living page
- Everything together, on a single page
- With history, to compare weeks
- With a summary of what has changed and what to do
What it can tell you
What you look at every Monday, ready before you get there
Management
The week in summary
What has changed, why it matters and which three decisions to take.
Sales
Opportunities and forecast
Hot leads, stalled opportunities and follow-ups still pending.
Marketing
Campaigns and profitability
Leads, cost, conversion and which campaigns work best.
How it's done
From scattered data to a published dashboard
Step 1CollectYour sales data, campaigns and spreadsheets, or the exports from your programs.
Step 2Tidy upIt unifies names, dates, amounts and categories.
Step 3SpotWhat has changed, what is out of the ordinary and what opportunities there are.
Step 4Publish and explainA page with the numbers, the summary and the next steps.
With historyCompare with earlier weeks, without loose screenshots
ProtectedWith a username and password when it is sensitive
AutomaticEvery Monday, without having to ask for it
Ask it like this
Tell it what you want to know, not which chart to draw
Instead of…
“Make me a sales report.”
Better like this
“Every Monday at 8, compare this week's sales with the week before by product family, tell me the three things that have changed most and publish it behind a password.”
What it costs
Your dashboard, from €9.99 a month
From
€9.99 /month
With €10 of free AI credit. A report uses about €0.15 of AI. No lock-in.
What's included
- Reports published in your agent's web space
- With history and a link to share
- Protected access when you need it
- Every week, with a scheduled task
Your Community
And the Community, to help you
Behind every agent there is a community of people building with AI. It's free and open to everyone.
- Follow the guide alongside others and compare results with people doing the same thing.
- Get your questions answered: there's always someone who has already been there.
- Free and open: you don't have to be a customer.
Join the Community
Would you rather a person showed you? Book a demo →
Before you decide
What people ask before building their dashboard
What is a dashboard?
A page that brings together the key numbers of your business so you can see at a glance how it is going and what has changed. With AI, it also explains what it means.
And a balanced scorecard?
It is a dashboard that looks at the business from several perspectives at once: finance, customers, processes and team. Your agent can build it with the indicators you choose.
Does it work with my Excel files?
Yes. It can work with your spreadsheets and with the exports from your programs, and bring them together in a single dashboard.
Does it replace Power BI?
For the day-to-day of a small business, often yes: it gives you the numbers and explains what has changed. If you already use Power BI, it can also prepare the data or the summary for you.
Does it update itself?
Yes, with a scheduled task: every Monday, or whenever you say, it repeats the work and lets you know.
Who can see it?
You decide. It is published with a link to share and, if it is sensitive, with a username and password.
Is my data safe?
Your data stays in the EU, under the GDPR. And it shares only what each report needs.
Keep learning
Other guides you might find useful
How to do your bank reconciliation with AIIt matches statements and invoices, and you only review the doubtful ones.Read the guide
How to automate tasks with AIWhat you repeat every week, done on its own.Read the guide
How to do vibe coding with AI, without knowing how to codeYour own tool, just by asking for it.Read the guide
Create your hablo agent and get superpowers
From €9.99 a month.
- Your private agent, ready in under 1 minute
- Set up and maintained by us, with support in your language
- Your data in the EU, under the GDPR
- No lock-in: cancel whenever you like