Executive AI Dashboard

Executive summary

A single executive view that connects finance, payments, CRM, marketing, and analytics tools, computes the KPIs and trends leaders care about, and writes a plain-English summary with prioritized recommendations — on demand, not once a quarter.

Business problem

Business data lives in silos — QuickBooks, Stripe, Salesforce, HubSpot, Google Analytics. Owners lack a unified, current picture, and building reports by hand is slow, so decisions lag the data.

Architecture

AWS services

Data flow

1. 1

   The executive opens the dashboard and selects sources and a time range.

2. 2

   Lambda pulls metrics from each connected system (via OAuth adapters), normalizing them into common KPIs.

3. 3

   KPIs, deltas, and trend series are computed and cached in DynamoDB.

4. 4

   Bedrock writes an executive summary and severity-tagged recommendations grounded in the numbers.

5. 5

   The page renders KPI cards, trend charts, the summary, and recommendations.

Security considerations

• Connector credentials in Secrets Manager; least-privilege access.
• Read-only connector scopes wherever possible.
• Cached data encrypted at rest; tenant isolation.
• No financial data used to train public models.

Cost considerations

• Self-managed metric storage in DynamoDB avoids a heavy analytics platform.
• Bedrock summary generation is the main per-refresh cost.
• Scheduled refreshes (e.g., nightly) control both cost and freshness.

Scalability

• Add data sources as new adapters without changing the dashboard.
• Scheduled + on-demand refresh via EventBridge.
• Multi-entity roll-ups for franchises/multi-location.

Deployment roadmap

Future enhancements

• Forecasting and anomaly alerts.
• Scheduled email/Slack digests.
• Drill-down from KPI to source records.
• Goal tracking and variance-to-plan.