The Problem
Data lived everywhere. Pipeline numbers were in Salesforce. Meeting schedules were in Outlook calendar. Onboarding status was tracked in Excel spreadsheets that only one person knew how to read. Lead engagement was buried in email threads. Every reporting cycle meant opening four different places, pulling data manually, cross-referencing it, and trying to build a coherent picture of what was actually happening across the business.
What I Built
I built a live reporting layer across five connected Salesforce dashboards all fed automatically by the same workflows running the business. No manual pulls. No Excel files. No assembling data from four different places. The pipeline dashboard shows every opportunity by stage, sequence status, and next action and updated in real time by the outreach workflows. The meeting tracker dashboard pulls from the Reminder Tracker object and shows confirmed meetings, reminder sent status, and Outlook RSVP updated the moment anything changes. The onboarding dashboard tracks milestone completion account by account and flags anything stalled or overdue. The lead engagement view reflects live reply detection data, the moment a prospect replies, the dashboard knows. Every field that powers the dashboards is written automatically by the automations already running the business.
The Result
The Excel files are gone. The manual data pulls are gone. The 1.5-hour reporting cycle is gone. Leadership opens Salesforce and sees exactly what needs attention right now, not as of 1.5 hours ago. The team stopped spending time building reports and started spending time acting on them. A cycle that used to take 1.5 hours now takes 15 minutes, and the data is more accurate than it's ever been because no human is touching it between the event and the dashboard.