Alexander Ruin

AI Systems Design Consultant

Alexander Ruin — systems design consultant. I help design architecture, assess risks, and establish transparent processes — from technology selection to support. AI executors handle routine tasks. Areas: automation, integrations, AI products.

Analytics Dashboard 2026: Examples for Sales, Marketing, and Finance with AI Builder

An analytics dashboard shows not status, but root causes: why conversion dropped, which channel stopped paying off, where the cash gap is. SimpleDashboard builds an analytics panel from CSV or Excel in 3 minutes.

Key Facts

  • An analytics dashboard reveals trends and relationships, not just numbers
  • Three areas: sales (funnel, LTV), marketing (ROI, CAC), finance (cash flow, P&L)
  • Power BI: 1-3 weeks setup. SimpleDashboard: 3 minutes, no specialist needed

Comparison of Methods

Method Time Specialist Price
Excel 4-8 hrs Formulas Free
DataLens 1-2 days SQL Free
SimpleDashboard 3 min Not needed 5 000 RUB/mo

Metric Examples for 3 Areas

Sales: funnel with conversion, revenue vs. plan, average order value, LTV, manager performance.

Marketing: ROI by channel, CAC, traffic and conversions, cohort analysis.

Finance: cash flow with forecast, P&L, profitability by product, receivables.

3 Steps

Step 1. Send your export to @simpledashboard_bot — CSV, Excel, or Google Sheets.

Step 2. Describe: "sales funnel, channel ROI, weekly cash flow."

Step 3. In 1-3 minutes — dashboard with filters, auto-updates, and PDF.

FAQ

How does an analytics dashboard differ from an operational one? Operational shows status. Analytics reveals trends and causes: why conversion dropped.

Can I combine sales, marketing, and finance? Yes. Upload files — AI will build an end-to-end dashboard from click to revenue.

See Also

Try SimpleDashboard for free →

Learn more about features

SimpleDashboard Team. 2026-02-22.

Sources: - https://roistat.com/rublog/tipy-dashbordov/ - https://hightime.media/dashbordi-po-prodazam/

About the service "AI-powered business dashboard builder"

A platform for creating analytical dashboards via AI chat. Upload CSV/Excel or connect an API, describe the metrics you need — get a ready-made dashboard with charts, KPIs, and filters. No coding required, in minutes.

Key Benefits:

  • No need for a programmer or BI analyst.
  • Dashboard ready in minutes, not weeks
  • AI itself suggests suitable visualizations
  • The data remains on your server
  • Integration with any sources via API
  • Automatic report update and distribution

Target Audience:

Leaders of small and medium-sized businesses Marketers and analysts Sales department managers Chief Financial Officers Product managers of startups

Use Cases:

💡 Sales Dashboard with Funnel and KPIs
💡 Marketing Analytics (Traffic, Conversions, ROI)
💡 Financial Dashboard (Revenue, Expenses, Forecasts)
💡 Operations Monitoring (orders, warehouse, logistics)
💡 CRM Analytics (leads, deals, pipeline)
💡 Management Reports for Executives