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.

Reports for Executives 2026: How to Create a Dashboard in 5 Minutes Without a Programmer

Executives spend 2-3 hours per week collecting reports from ERP, CRM, and Excel. An AI dashboard builder assembles all executive reports on one screen in 5 minutes.

Key Facts

  • Three core reports: P&L, Cash Flow, and KPI panel
  • 74% of companies compile reports manually — 3-5 hours per week
  • Automation reduces reporting errors by 40-60%

Comparison of Methods

Method Time Cons
Excel 3-5 hrs/wk Errors, no auto-update
ERP 2-3 days Needs a specialist
Power BI 1-2 weeks Expensive, month of training
SimpleDashboard 5 min Requires internet

3 Steps to an Executive Dashboard

Step 1. Send data to @simpledashboard_bot: export from ERP, Excel, or Google Sheets.

Step 2. Describe: "P&L by month, Cash Flow, sales KPIs, funnel by managers."

Step 3. Get a dashboard with KPI cards, charts, and filters.

FAQ

What are the most important reports for an executive? P&L (profitability), Cash Flow (liquidity), and KPI panel. For a sales director — deal funnel and plan vs. actual.

Can I combine ERP, CRM, and Excel data? Yes. Upload your files — AI will build a unified dashboard.

See Also

Try SimpleDashboard for free →

Learn more about features

SimpleDashboard Team. 2026-02-22.

Sources: - https://www.profiz.ru/peo/10_2023/otchet_dlya_rukovoditelya/ - https://ru-systems.ru/blog/statements/ - https://www.fd.ru/articles/39332-shest-obyazatelnyh-otchetov-dlya-rukovoditelya-torgovoy-seti

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