Service · Dashboards & analytics

Your processes, finally visible.

Data from your workflows is analysed automatically: lead statistics, frequently asked customer questions, processing times and automation rates are presented in a clear management view.

Example dashboard

MusterHandwerk GmbH · last 30 days

KPI cards, categories, lead trends, traffic-light distribution and top questions — an example of what your dashboard could look like.

428incoming emails
126classified automatically
38new leads identified
21reply drafts created
14site visits prepared
17,5 hestimated time savings
72 %standard questions prepared automatically
9critical cases identified

Email categories

Enquiries142
Standard questions117
Existing customers88
Invoices47
Complaints18

Leads per week

Week 1: 6 · Week 2: 8 · Week 3: 11 · Week 4: 13

Automation rate

72 %

Traffic-light distribution

GREEN 62 %YELLOW 29 %RED 9 %

Most frequent customer questions

“How much does … cost?”34
Appointment requests28
Delivery time / duration19
Opening hours13

All figures are fictional examples; your dashboard will display your actual workflow data.

Process

How it works.

01

Workflow data

Every automated process generates structured data.

02

Collection

Data is consolidated centrally in Google Sheets.

03

Analysis

KPIs are calculated automatically.

04

Dashboard

Leads, response times and top questions at a glance.

05

Decisions

You can see what is working and where further potential exists.

Challenges

What this service solves.

Decisions without reliable data

How many enquiries came in last month? Nobody knows exactly.

Invisible bottlenecks

Delays only become visible when complaints occur.

Manual reporting

Figures for meetings have to be gathered manually.

No learning effect

Recurring customer questions are not used systematically.

Benefits

What your business gains.

Time savingsBetter visibilityFewer errorsFaster responseBetter data qualityClear responsibilitiesHuman oversight

You manage with data rather than assumptions: bottlenecks become visible, improvements measurable and reports are created without manual compilation.

Security & control

Automation with sound judgement.

  • Analytics show process metrics rather than monitoring individual employees. You define what is measured.
  • No unchecked automated decisions in critical cases — sensitive matters are always escalated to a person.
  • No binding pricing, legal or personnel decisions without explicit approval.
  • GDPR requirements are considered from the outset. A legal review is required before going live with real customer data, and test and live systems remain separate.
Expansion

Useful next steps

Once this workflow is in place, these are often the most useful next steps:

Discuss this automation?

In a free initial consultation, we assess how dashboards and analytics can specifically reduce your team’s workload — with no obligation and on equal terms.