Scattered data
Sales, marketing and operations speak different languages. The agent can translate them into a shared dashboard.
Use case 05 · Reporting and leadership
AI dashboards for ERP, marketing and sales
Your hablo agent can read scattered data, turn it into clear reports and publish them in its own web space: with history, shareable links and username/password protection whenever the content is sensitive.
ERP + marketing + salesWeb reports with historyOptional protected access
The problem
Your data already exists. The hard part is turning it into a clear decision.
ERP on one side, campaigns on another, spreadsheets, CRM, orders, forms, emails and loose reports. The result is usually the same: screenshots in chats, PDFs that go stale, and meetings where everyone is looking at a different version.
Reports that expire
A screenshot works for today, but tomorrow it no longer explains the trend or lets you compare against previous weeks.
Slow decisions
When you have to gather, paste and explain everything by hand, the report arrives late or never arrives at all.
Visual flowSources hablo agent Web space
From scattered data to a shareable web report.
The agent doesn't just analyze: it can leave the result published on a tidy web page, with history and controlled access if needed.
ERP, marketing and sales
ERP / orders↗
CRM / leads↗
Ads / campaigns↗
Sheets / CSV↗
Email / reports↗
Cleans, compares and explains
Gathers data from different sources or exports.
Normalizes names, dates, amounts and categories.
Detects changes, anomalies and opportunities.
Drafts an executive summary and next steps.
Published, browsable report
Weekly panel
Net sales+18%
Cost per lead-12%
Critical stock4 refs.
Previous reportview history
What it can publishLeadership Sales Marketing ERP Alerts Clients
No more lost reports: live, organized, actionable pages.
Weekly executive summary
What has changed, why it matters and the three decisions worth making this week.
Pipeline and opportunities
Hot leads, stalled opportunities, forecast, pending follow-ups and a ranking by value.
Campaigns and profitability
Leads, cost, conversion, ROAS, messaging that works and campaigns that need adjusting.
Orders, stock and margin
Critical products, stockouts, margin by category, returns and operational signals.
Deviations and anomalies
Sharp drops, runaway costs, odd sales or changes that deserve a human look.
Reports to share
A clean version for clients, partners or the team, without showing internal data that doesn't concern them.
HistoryPublished Compared Action
The point isn't just seeing the snapshot. It's keeping the whole movie.
Every published report can be archived: week by week, month by month, campaign by campaign. So you don't have to hunt for attachments or remember what happened.
Leads up, conversion down
The agent spots that marketing is bringing more volume, but sales is converting worse on two campaigns.
Better closing on high tickets
After adjusting follow-up, the average value rises and cold opportunities shrink.
Stock alert on 4 SKUs
The ERP shows operational risk affecting active campaigns and the sales forecast.
What the team gains
The agent does the heavy lifting before the meeting.
Less manual prep
The report arrives ready: metrics, explanation, relevant changes and next steps.
More context
You don't just see a KPI: you see what's driving it, what has shifted and where to look.
Better communication
Leadership, sales and marketing share a common baseline, not three disconnected versions.
Persistent reports
The result doesn't vanish into a conversation. It stays published, organized and available to revisit.
Useful history
Comparing weeks, months or campaigns lets you spot a trend, not just react to the latest figure.
Controlled access
Open, private or protected with a username/password: you pick the right level for each report.
Before
Screenshots pasted into WhatsApp or Slack.
PDFs that expire the moment the data changes.
Meetings spent reconstructing what happened.
History scattered across folders and emails.
After
Web reports published by your agent.
Weekly or monthly history you can browse.
Shareable links for the team or clients.
Username/password protection when needed.
Frequently asked questions
What people ask
Does it connect data from several tools?
Yes. It gathers data from ERP, marketing and sales (which usually speak different languages) and translates it into a shared dashboard.
Do the reports go stale?
No. Instead of a screenshot that expires, it leaves live, organized, browsable web pages that let you compare how things change over time.
What does a dashboard include?
A weekly executive summary, pipeline and opportunities, campaigns and profitability (ROAS), orders, stock and margin, and alerts for deviations or anomalies.
Can I share them without exposing internal data?
Yes. It generates a clean version for clients, partners or the team, without showing the internal data that doesn't concern them.
Next step
See pricing and create my AgentTurn your data into a page people actually understand.
Start with a weekly report: ERP, sales or marketing. The agent prepares it, explains it and publishes it in a web space with history so you can share it without the chaos.