Description
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This video walks through a full business intelligence report built entirely inside Claude, pulling together QuickBooks financials, CRM and Calendly pipeline data, Facebook Ads performance, GA4, Google Search Console, email marketing, Instagram, YouTube, and Google Business Profile into a single live dashboard that refreshes every Monday morning and lands in my inbox before the week starts.
What's covered:
- How to connect QuickBooks P&L data to Claude for live revenue, net income, gross margin, and expense tracking
- Stitching CRM and Calendly data together to track leads, consultations, and signed cases by source over time
- Finally getting a real cost per client number from Facebook Ads by matching ad spend to CRM deal values
- Blended conversion reporting across paid, organic, outbound, and AI search
- How I skinned the same report into a team-facing marketing dashboard that leads our Monday calls
- Why I started sending a dummy version of this to law firm prospects as a sales tool and the response rate it is getting
- The honest build time: 3 to 4 hours and about 70 prompts to get it right, now saved as a skill that runs automatically
If you have ever tried to stitch together data from five different platforms into something you could actually make decisions from, this one is worth watching.
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#AgencyReporting #ClaudeAI #BusinessIntelligence #FacebookAds #AIMarketing #AgencyAutomation #digitalagency
Timestamps:
0:00 – What this report is and how it became a sales tool
0:54 – Financial section: QuickBooks P&L pulling revenue, net income, gross margin, COGS and expenses
1:37 – Sales pipeline: stitching CRM and Calendly data to track leads and signed cases by source
2:32 – Consultations by source, signed case value trending over time
3:33 – Facebook Ads section: finally getting a real cost per client number
4:26 – How to prompt blended conversion reporting across Google and Facebook
5:00 – Website and organic: GA4, Search Console, top pages and keywords
5:14 – Email marketing: campaigns, open rates, click rates
5:30 – Video and social: Instagram, YouTube reach, engagement, follower growth
5:45 – Google Business Profile: call tracking and visibility data
6:06 – How Ryan uses the dummy version as a prospect sales tool
6:46 – Why this is not slop: subject matter expertise is what makes the output useful
7:30 – Build time: 3 to 4 hours, about 70 prompts, now saved as a skill running every Monday
7:45 – How he skinned it into a separate team-facing marketing dashboard
8:16 – Wrap up