Dashboards & AI Reporting
See what’s happening—without living in spreadsheets

Dashboards should make your job easier. We build clear, fast dashboards that show the numbers that matter, highlight what changed, and help your team take action. Whether you need leadership reporting, sales performance, operational metrics, or a single source of truth across tools, we’ll help you get there quickly.

Dashboards & AI Reporting
What you getUnderline
feature
AI reporting that
reads like a weekly
update

Get a short, readable summary
of results—so you can
understand what’s happening
at a glance

feature
Business intelligence
dashboards you can
trust

As your processes and tools
change, we update your
dashboards too, so your
reports don’t get out of date.

feature
Pre-developed
dashboards to
launch faster

Start from proven templates &
customize to your KPIs. Perfect
when you need value fast
without starting from scratch.

feature
Dashboards built
for real decisions

We keep the dashboard simple:
key numbers up front, & the details
are there when you want them.

Dashboard types we
commonly deliver

Executive Dashboard

The top KPIs, trends, and quick context

Executive dashboards

Sales Dashboard

Revenue performance, momentum, and pipeline health.

Sales dashboards

Operations Dashboard

Execution efficiency, stability, and risk control.

Operations dashboards

Finance Dashboard

Financial stability, Budget and finance control.

Finance dashboards
Why teams choose Core-Strategy for dashboards

Benefits:

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Clear, human reporting (less time interpreting, more time acting)

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Consistent metric definitions (one shared set of numbers)

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Designed for speed (pre-built options + focused dashboards)

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Built to share (easy for leaders and teams to understand)

FAQs

What’s the difference between AI reporting and dashboards?

Dashboards show the numbers. AI reporting explains what changed and what it likely means—like a readable summary you can share.

Can you work with our current tools?

Usually, yes. We can connect to common systems and also work with spreadsheets if that’s where key data lives today.

How fast can we launch?

If you start with a pre-developed dashboard, you can get value quickly.
Custom dashboards take a bit longer depending on data complexity.

Will the dashboard match our KPIs and definitions?

Yes, that’s a core part of the build. We align on definitions early so leaders and teams see the same results.

Can we add more dashboards later?

Absolutely. Many teams start with a leadership view and expand into sales, ops, finance, or customer health.