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Portfolio Project2026

AI Marketing Dashboard and Reporting Assistant

Workflow logic and architecture designed and planned as a portfolio case study.

Executive dashboard concept that consolidates campaign data and produces concise AI-assisted performance summaries.

Next.jsPythonAPIsOpenAIPostgreSQLGoogle Sheets

Project Overview

An executive dashboard concept that consolidates campaign data from multiple sources and produces concise AI-assisted performance summaries, designed to shorten the path from raw data to a decision.

Business Context

Marketing and leadership teams need a regular, readable summary of campaign performance, but pulling that summary together manually every week is repetitive and time-consuming.

Problem

Key metrics live across different platforms and sheets, trends and anomalies are easy to miss without dedicated analysis time, and reports take real effort to assemble before they can be shared.

Proposed Solution

A dashboard that ingests campaign data through connected APIs, defines a consistent set of key metrics, and flags trends or anomalies automatically. An AI-assisted summary step turns the numbers into a short, readable weekly update with recommended actions, ready to export for management or client reporting.

Target Users

  • Marketing leads who need a fast weekly performance overview
  • Founders reviewing campaign performance without a dedicated analyst
  • Agencies preparing recurring client reports

System Workflow

  1. 1

    Campaign and analytics data is pulled from connected APIs on a schedule

  2. 2

    Metrics are calculated and compared against the prior period

  3. 3

    Trend and anomaly flags are generated for notable changes

  4. 4

    An AI-assisted step drafts a short summary with recommended actions

  5. 5

    The summary and underlying data are available to export

Key Features

  • Key metric definitions, trend alerts, and anomaly flags
  • Automatic weekly summaries with recommended actions
  • Campaign comparison views
  • Exports for management and client reporting

Architecture Overview

A Next.js dashboard front end displays metrics and summaries, backed by a Python service that aggregates data through APIs into PostgreSQL and calls OpenAI to generate the narrative summary, with Google Sheets supported as a lightweight export format.

Automation Logic

  • Metrics are recalculated automatically each time new data is ingested
  • Anomaly flags trigger when a metric moves beyond a defined threshold versus its recent trend
  • Weekly summaries are generated from the flagged data rather than the full raw dataset, to keep them concise

Security and Privacy Considerations

  • API credentials for connected platforms are stored as environment variables, not in the codebase
  • Dashboard access is intended to be limited to authenticated team members
  • AI summary generation is scoped to aggregated metrics rather than raw customer-level data

Challenges

  • Defining a metric set general enough to apply across different campaign types
  • Setting anomaly thresholds that flag real issues without producing noise
  • Keeping AI-generated summaries factually tied to the underlying numbers

Business Value

  • Shortens the time between raw campaign data and a usable summary
  • Surfaces trends and anomalies that might otherwise be missed
  • Produces a consistent report format for management and client updates

Current Limitations

  • Designed and planned as a dashboard concept rather than connected to live ad accounts
  • Anomaly thresholds are illustrative and would need tuning per business
  • Export formatting is still being defined

Future Improvements

  • Add configurable metric sets per business or campaign type
  • Introduce scheduled email delivery of the weekly summary
  • Expand comparison views across longer historical ranges

Project Gallery

Dashboard overview concept

Visual placeholder reserved for the main metrics view.

Weekly summary concept

Visual placeholder reserved for the AI-assisted summary panel.

AI Marketing Dashboard and Reporting Assistant — Lunessa AI