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NEW Baseline Insights · AI dashboards
AI dashboards that tell you what to do next.
Your accounting, website, social media and CRM on one live screen. Baseline Insights turns your numbers into plain-English answers: what is working, what needs attention and what to change this month.
- Live data from the systems you already use
- AI summaries and recommended actions
- Developed, managed and hosted by Baseline IT
AI insights, not just charts
Your numbers, explained in plain English
Most dashboards show you what happened. Baseline Insights tells you what it means. Every refresh, the AI reads your finance, sales, website and social data and writes three short lists.
What's working
"Website enquiries doubled since the new service pages went live."
Needs attention
"Four customers owe R612k past 60 days."
Recommended changes
"Book a 15-minute pipeline review every Monday."
Examples from the demo dashboard (fictional company).
8 dashboards, one screen
Everything you need to run the business
Pick a dashboard to see it. Each one updates on its own, on your phone and on your desktop.
Connects to your systems
No new software. No spreadsheets.
Baseline Insights connects to the tools you already use with read-only access, so nothing in your systems changes. Each number updates by itself, and your team finally looks at the same figures.
- Xero
- Sage
- QuickBooks
- Google Analytics 4
- Google Ads
- HubSpot & CRMs
- Excel & SharePoint
- Microsoft 365
- BigQuery
Something else? Most systems with an export or an API can be added.
From insight to action
Recommendations become tasks
Every recommendation gets an owner, a due date and a status in the action tracker. Monday's meeting starts with what changed, who is late and what to do next, not with someone building slides.
- Owners, due dates and progress by area
- Debtors to chase and quotes going cold, flagged automatically
- Social posts for next month, drafted from what worked
- Client visits and reviews that are overdue
How it works
Live in days, fully managed
30-minute discovery call
Tell us which decisions you want to make faster and which systems you use.
We connect your systems
Read-only access to your accounting, website, social and CRM. Nothing for your team to install.
Your dashboard goes live
Within days, on phone and desktop, with your AI summary on the first page.
Monthly review
We go through fresh insights and recommendations with you every month.
Fully managed by Baseline IT
Developed, managed and hosted by Baseline IT
No software to install, no servers to look after and nothing for your team to maintain. The same team that supports your IT keeps your dashboards running.
Who it is for
Built for owners and managers who want answers, not reports
- Owners and MDs: one page with cash, profit, pipeline and what needs your attention.
- Finance: debtors to chase, costs running ahead of revenue and month-end without spreadsheets.
- Sales and marketing: which pages, posts and leads actually bring in work.
- Account managers: which clients are due a visit, review or call.
Demo images use a fictional company and made-up figures.
Questions we get asked
AI dashboards: questions
What is Baseline Insights?
Baseline Insights is an AI business dashboard from Baseline IT. It connects to your accounting, website, social media and CRM, shows everything on one live screen and explains in plain English what is working, what needs attention and what to change. It is developed, managed and hosted by Baseline IT.
What do the AI dashboards show?
Eight dashboards: an AI summary, finance, debtors and creditors, website, social media, sales pipeline, an action tracker and client engagement.
Which systems can it connect to?
Xero, Sage, QuickBooks, Google Analytics 4, Google Ads, LinkedIn, Facebook, HubSpot and other CRMs, Excel and SharePoint, Microsoft 365 and BigQuery. Most systems with an export or an API can be added.
Does it change anything in my systems?
No. Baseline Insights connects with read-only access, so it reads your numbers but never changes them.
How long does it take to set up?
After a 30-minute discovery call and connecting your systems, your dashboard is usually live within days, on phone and desktop.
Do we need to install software or manage servers?
No. Baseline Insights is fully managed and hosted by Baseline IT. Your team just logs in.
What does it cost?
It depends on the systems you connect and the dashboards you need. Book a free demo and you get a fixed monthly quote after the discovery call.
