Real results from real companies. See how automated reporting transforms decision-making.
A B2B SaaS company with a 15-person sales team was spending 4+ hours every Monday manually compiling sales reports in Excel. The data was always outdated, and the sales manager couldn't see real-time pipeline health or identify at-risk deals until it was too late.
We built an automated sales dashboard that pulls directly from their CRM (HubSpot) and refreshes every hour. The dashboard shows real-time pipeline value, deal stage distribution, win rates by rep, and automated forecasting.
Time saved: 4 hours/week → 0 hours (100% automation). Impact: Sales manager now spots at-risk deals within hours instead of weeks, leading to a 23% improvement in deal recovery rate. Forecasting accuracy improved from ±30% to ±8%. The team can now make data-driven decisions on resource allocation and identify top performers in real-time.
An e-commerce startup was spending $50K/month on marketing across 8 channels but had no clear view of which channels were actually driving revenue. They couldn't calculate true CAC or ROI, and were making budget decisions based on gut feel rather than data.
We built a comprehensive marketing funnel dashboard that tracks leads from first touchpoint through conversion. Integrated Google Analytics, Facebook Ads, email marketing, and Shopify data to show true attribution and ROI by channel.
Key discovery: Facebook Ads had a 6.8x ROI while Google Ads had only 2.1x ROI, but they were spending equally on both. Action taken: Reallocated 60% of Google budget to Facebook, resulting in 40% more customers at the same spend. Overall marketing efficiency improved by 35%, and they now make all budget decisions based on real ROI data.
A logistics company with 50+ employees was managing operations through multiple disconnected systems (Zendesk, custom database, spreadsheets). The operations manager couldn't see real-time performance metrics, leading to delayed responses to issues and poor resource allocation.
We created a unified operations dashboard that aggregates data from Zendesk, their internal database, and time-tracking tools. The dashboard shows real-time metrics on ticket volume, resolution times, team performance, and operational efficiency.
Visibility gained: Operations manager can now see performance issues within minutes instead of days. Impact: Identified that ticket volume spikes on Tuesdays, allowing proactive staffing adjustments. Average resolution time improved by 28% through better resource allocation. Customer satisfaction increased from 4.2 to 4.8/5. The dashboard also revealed that 3 team members were handling 40% of tickets, leading to better workload distribution.
A growing SaaS company was closing their books monthly, meaning the founder only saw profitability data 30 days after the fact. They couldn't track burn rate, runway, or unit economics in real-time, making it impossible to make timely financial decisions.
We built a finance dashboard that connects to QuickBooks, Stripe, and their bank accounts to show real-time revenue, expenses, profitability, burn rate, and runway. The dashboard updates daily and includes automated unit economics calculations.
Timeliness: Financial visibility improved from 30-day delay to real-time. Key discovery: Found that one product line had negative unit economics (CAC > LTV), which wasn't visible until the dashboard. Action taken: Paused that product line and reallocated resources, improving overall profitability by 42%. The founder now makes financial decisions based on current data, not last month's numbers. Runway calculations are always accurate, enabling better fundraising timing.
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