The AI Reporting & BI Buildout
Operators and finance leaders running a 2026 forecast against a marketing calendar who need a daily, visual read on pacing without rebuilding it in spreadsheets every morning.
What's Included
- Discovery on KPIs, forecast model, and marketing calendar
- data ingestion from Shopify, GA4, ESP, and forecast spreadsheet
- daily pulse dashboard with pacing vs. forecast
- marketing calendar overlay (campaigns, sends, promos)
- year-over-year and cohort comparisons
- AI-generated daily commentary on what changed and why
- secure hosted application with PIN-gated access
- recorded walkthrough and operator playbook
- optional hosting + maintenance at $200/mo
The Details
What you’re buying
A custom AI-powered reporting and BI application that overlays forecast, marketing calendar, and daily actuals into one operator dashboard. Inspired by the Bentgo Daily Pulse build. Optional hosting + maintenance is $200/mo.
The problem
Forecasts get built once a year. Marketing calendars get rebuilt every quarter. Actuals show up daily - and almost no one has a single view that ties all three together without an analyst stitching it in Excel each morning.
Our approach
The AI Reporting & BI Buildout is a custom application engagement, modeled on the Bentgo Daily Pulse build. We ingest your forecast, your marketing calendar, and your live commerce data (Shopify, GA4, ESP), and ship a hosted dashboard that shows daily pacing against forecast, campaign-level overlays, year-over-year context, and AI-generated commentary on what moved and why.
What you walk away with
You walk away with a secure, PIN-gated web application your leadership team can open every morning to see whether yesterday hit, what's driving the gap, and which marketing levers are next on the calendar.
How we deliver
Scope is one application, one brand, one forecast model, and one marketing calendar source. Data sources are capped at Shopify, GA4, your current ESP, and one forecast spreadsheet - additional sources are scoped separately.
Detail 5
Hosting, monitoring, and ongoing maintenance of the application are optional at $200/month. This covers the hosted environment, security patches, uptime monitoring, and minor data-pipeline upkeep.
Deliverables
What lands in your inbox
Inside the Build
A look at the platform
Anonymized screenshots from a live deployment. Brand details have been redacted.
Why brands stay with DYODE
Full Transparency
Direct access. No hidden costs or jargon.
Extension of Your Team
We join your Slack, calls, and roadmap.
One In-House Team
No subcontractors. Working together since 2016.
Compounding Growth
Strategies that keep returning value.
Frequently Asked Questions
Is hosting included?
Hosting, security patches, uptime monitoring, and minor data-pipeline maintenance are available as an optional add-on at $200/month. You can also self-host on your own infrastructure if preferred.
Do you connect to our existing BI stack?
We can read from Shopify, GA4, and your ESP directly, and from one forecast spreadsheet. Connecting to a separate warehouse (Snowflake, BigQuery, etc.) or BI tool is scoped separately.
What's out of scope?
Custom data warehousing, multi-brand or multi-region rollouts, finance-grade GL reconciliation, attribution modeling, ongoing data engineering retainers, and net-new forecast model creation. Each is available as separate scope.
Where is the application hosted?
On a secure, PIN-gated hosted environment we provision. You own the data and can take an export at any time.
What's the upsell path?
Quarterly forecast + dashboard refresh retainer ($3-6K/month), additional brand or region rollouts, or a deeper data engineering engagement to connect a warehouse or BI tool.
Ready to get started?
Add this package to your cart or reach out to discuss how we can tailor this engagement to your needs.