AnthonyO'Neil - Reporting OS
Anthony O’Neal Boosts Efficiency 10x
Using AutomateMyBiz’s Automation, Dashboards & AI Systems
About AnthonyO'Neil
Anthony O’Neal is a national bestselling author, founder of the Neatness Network, co-host of The Dave Ramsey Show, and one of the most influential voices in personal finance. With over 1 million YouTube subscribers, Anthony empowers people to build wealth and take control of their financial future.
Tools used:
Challenges
As Anthony’s brand scaled, managing and making sense of performance data became increasingly difficult. His team was spread across multiple tools and manually compiling data for insights. Key challenges included:
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Website Analytics: Limited tracking of user behavior, traffic sources, and engagement patterns.
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Lead Generation: Inability to easily analyze email growth, campaign ROI, and unsubscribes.
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Product & Sales Data: No clear reporting on product performance, revenue by variant, or trend insights.
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Membership Metrics: Manual tracking of subscriptions, cancellations, and retention.
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YouTube Analytics: Scattered metrics made it hard to assess channel performance.
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Time Constraints: Anthony lacked time to log into dashboards and sift through reports regularly.
🎯 Objective
Build an all-in-one Reporting OS that not only provides centralized visibility into sales, marketing, and membership data — but also delivers smart AI summaries directly to Anthony and his team, reducing manual effort and enabling fast, data-driven decisions.
Our Solution
1. Multi-Visual Dashboard (Google Looker Studio)
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Built a custom dashboard tracking data across web, email, product, membership, and YouTube.
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Designed visuals for daily, weekly, monthly, and yearly trends.
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Enabled a single view of KPIs, removing the need to switch between tools.
2. Real-Time Monitoring & Automation
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Connected all data sources via Make.com to update dashboards in real-time.
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Built 12+ automations to refresh metrics and alert the team of issues (like API breaks or data gaps).
3. AI Analysis Agent (OpenAI + Slack)
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Created a custom AI agent that generates weekly, monthly, and quarterly analysis based on live data.
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Deployed the agent in Slack, where Anthony works — making the reports accessible and actionable without logging into a dashboard
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The agent analyzes email growth, lead sources, campaign ROI, retention, and unsubscriptions — turning raw data into clear, actionable insights without needing to open a dashboard.
Sample Slack Output:
“You gained 522 new subscribers this week, driven by the ‘Build Wealth’ campaign. Retention stands at 423 days. Top conversion source was ‘Web Funnel B’. Unsubscribes from ‘Opt-in A’ rose slightly — consider updating that flow.”
Reporting Dashboard Screenshots
Website Analytics Dashboard
SEO Analytics Dashboard
YouTube Analytics Dashboard
Product Sales Analytics
Community Members Analytics
Event Registrant Analytics
Book Sales Analytics
AI Analysis Agent Screenshots:
Slack Initial Message
AI Monthly Analysis: Email Marketing
AI Monthly Analysis: Event Registrations
AI Quarterly Analysis: Email Marketing
Result
| Metrics | Before Implementation | After Implementation |
|---|---|---|
| Decision-Making | Scattered data, delayed reports | AI + dashboards enabled instant access & weekly summaries |
| Executive Insights | Anthony rarely had time to review dashboards | Now gets smart Slack alerts with trends, summaries, and next steps |
| Analytics Visibility | Manual pulls from 5+ tools | Unified view across marketing, sales, and content in one system |
| Team Efficiency | 6–8 hours/week spent on data collection | 70%+ time saved via automation & auto-generated updates |
Overview on business
360* view on his business
Conversions
10x growth with real time metric
Operational Efficiency:
50+ automations keep data up-to-date
Time Saving:
50+ hrs saved per week, no need to go to multiple platforms.
Testimonials
Don’t just put your blind faith in us.
See What Our Clients have to tell you,
“Before, it was overwhelming to manage data from various platforms.
Fahad and his team created a dashboard that made it incredibly easy to analyze data for better decisions.
I’m 100% satisfied and highly recommend them!”