Management dashboard for an SMB owner
Sales, marketing, finance and team workload were tracked in separate systems. Weekly reports required manual spreadsheet work and still did not answer the owner's key questions about revenue, bottlenecks and what to do next.
Target outcomes
We connected the main data sources, defined the KPI model, created a reporting database and built dashboards for sales, conversion, revenue, workload, profitability and channel efficiency.
Management moved from delayed manual reporting to a live dashboard that shows what is happening and where attention is needed.
What was inside the operating system
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