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Automation Operations Dashboard

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Sample Data
New Leads
28
+12% vs last month
Proposals Sent
14
+3 this week
Active Clients
19
1 new onboarded
Automations Live
47
+4 this quarter
Hours Saved/mo
1,040h
+8% efficiency
Est. ROI (YTD)
$2.4M
On track
Active Automations
+ New
Bot Name Client Status Uptime Hrs Saved
AP Invoice Processor Meridian Finance Running
99%
 320 h
HR Onboarding Bot CoreHealth Systems Running
98%
 210 h
Claims Adjudication BlueStar Insurance Running
97%
 185 h
ERP Data Sync Vertex Manufacturing Warning
91%
 140 h
PO Matching Bot ClearPath Retail Running
99%
 96 h
Meter Read Aggregator Sunridge Utilities Idle
100%
 89 h
Sales Pipeline
Discovery / Qualified 8 leads • $320,000
Proposal Sent 5 leads • $440,000
Negotiation 3 leads • $280,000
Closed / Won 2 leads • $200,000
Total Pipeline Value
$1,240,000
Avg Deal Size
$68,888
Recent Activity
  • New Lead: Westlake Logistics
    Submitted via contact form — Finance ops inquiry
    2 hours ago
  • Bot Deployed: Claims Adjudication
    BlueStar Insurance — UAT passed, went live
    Yesterday at 3:40 PM
  • Proposal Sent: Vertex Mfg
    Expansion proposal — ERP automation Phase 2
    2 days ago
  • Uptime Alert Resolved: ERP Sync
    Vertex Manufacturing — reconnected after SAP patch
    3 days ago
  • Client Onboarded: CoreHealth
    HR onboarding bot — kickoff call completed
    5 days ago
ROI & Value Summary (YTD)
12,480
Hours Saved
$2.4M
Est. ROI Delivered
99.2%
Avg Bot Accuracy
47
Bots in Production
Monthly Hours Saved Trend
Jan Mar Jun Sep Dec