Centralized Dashboard System

Build live dashboards for:
- Sales
- Consultations
- Leads
- Conversions
- Doctor productivity
- Staff attendance
- Revenue per clinic
- Marketing ROI
- Inventory
- Repeat patients
- Patient satisfaction
- Call center metrics

Tools:
- Power BI
- Looker Studio
- Tableau
- Metabase

2. AI-Based Reporting

No one should manually make reports.

System should:
- Pull data automatically from CRM/POS/Google Sheets/call software
- Highlight anomalies automatically
- Predict issues before they happen

Example:
“Ludhiana clinic conversion dropped 18% this week due to low follow-up calls.”

3. Workflow Automation

Automate:
- Lead assignment
- Follow-ups
- Missed call recovery
- Appointment reminders
- Review collection
- Payroll calculations
- Incentives
- Inventory alerts
- Escalations

Tools:
- Zapier
- n8n:
- Retool
- Airtable
- APIs

4. AI Agent Creation

Build internal AI assistants:
- HR assistant
- Clinic performance bot
- SOP bot
- Marketing analytics bot
- Founder dashboard assistant

Example:You ask:




“Why did Chandigarh revenue fall yesterday?”

AI answers instantly from data.

5. System Integration

Integrate:
- CRM
- Call center
- Meta ads
- Google ads
- WhatsApp API
- EMR/PMS
- HRMS
- Accounting software
- Google Sheets
- Payment systems

6. Predictive Analytics

Use AI to forecast:
- Revenue
- Hiring needs
- Inventory shortages
- Patient churn
- Marketing efficiency
- Cash flow

Best Background for This Hire

You want someone with:
- Solid business understanding
- Automation experience
- Data analytics
- AI workflow building
- Startup/operator mindset

Ideal Experience

Must Have
- 4-8 years experience
- Built automation systems before
- Hands-on with dashboards
- API integrations
- AI workflow tools
- SQL + analytics

Preferred Industries
- Healthcare chains
- D2C brands
- Multi-location retail
- SaaS operations
- Consulting firms
- Growth-stage startups

Technical Stack They Should Know

Automation
- n8n
- Zapier
- Make

AI
- Op

📌 Head of Ai and Business Automation (Chandigarh)
🏢 Gleuhr
📍 Chandigarh