ANALYTICS & REPORTING

Stop Guessing. Start Knowing.

We build dashboards that show where your leads come from, how many convert, and what each campaign earns.

BOOK A STRATEGY CALL Try the Dashboard

Real-Time

Data Visibility

Screen for Every Number

30s

To Check Your Numbers

Summit Oak AI is based in Austin, Texas, and works with clients nationwide.

INTERACTIVE DEMO

YOUR LIVE DASHBOARD

A live preview of what your reporting dashboard looks like. Numbers update in real time.

Riverside Roofing · Live Dashboard

Live · syncing 6 sources

Sample data

Google Ads Facebook Ads CRM Phones Reviews Payments

Built by Summit Oak AI Sample data for illustration. Names, jobs, and amounts are made up.

WHAT YOU GET

NUMBERS THAT TELL THE TRUTH

Live Revenue Dashboard

See today's pipeline value, this week's leads, and this month's revenue at a glance. Updated in real time. No more waiting for Monday's report.

Lead Source Attribution

See which channels turn into booked jobs and which only bring clicks, then move your spend to the ones that pay.

Conversion Funnel Analysis

See where leads drop off, from inquiry to estimate, estimate to close. Fix the leaks in your funnel instead of just generating more leads.

Automated Reports

Weekly summaries land in your inbox automatically: revenue, leads, conversion rate, response time. Know your numbers without touching a spreadsheet.

HOW IT WORKS

CLARITY IN 3 WEEKS

We Connect Your Data Sources

CRM, ad platforms, website, booking system. We pull everything into one place so you're not toggling between 5 different tabs.

We Build Your Custom Dashboard

Designed around the KPIs that actually matter for your business. No bloat, just the numbers you need to make smart decisions.

Your Data Updates Automatically

Check your numbers in 30 seconds from anywhere. Weekly email reports land in your inbox automatically, no digging required.

FAQ

Common Questions

What is the analytics and reporting service?

We build live dashboards that show where your leads come from, how many convert, and which campaigns drive revenue, so you can make decisions on real numbers instead of guesses.

What metrics can I track?

Lead sources, conversion rates by stage, cost per lead, booked calls, revenue by channel, and response times, tailored to the numbers that matter for your business.

Where does the data come from?

We connect your existing tools, including your CRM, ads, phone, and website, into one dashboard, so you get a single source of truth instead of logging into five platforms.

How long does it take to set up?

Most reporting dashboards are live in about 3 weeks, once we have connected your data sources and defined the metrics you care about.

What does it cost?

It is scoped to your data sources and reporting needs, starting with a free strategy call where we map what you want to see and how we would build it.

Last updated: June 2026

READY TO SEE YOUR NUMBERS?

DATA-DRIVEN DECISIONS START HERE

Let's build your dashboard. Free strategy call, 30 minutes to see what we'd track for your business.

BOOK A STRATEGY CALL

Free 30-minute call
No obligation
Austin-based, works nationwide