Real project
One dashboard for the whole pipeline
Numbers from several systems in one place, per week, month and year, plus monthly and quarterly reports that are ready automatically.
1 dashboard plus monthly and quarterly reports, automatically
Tools
- CRM
- Notion
- Zapier
- Claude
Before
To see how things were going (how much new work came in, how much moved to the next step and how much was won), the numbers had to be collected by hand from different systems. As the company grew, it wanted a faster and more reliable view.
What I built
- Automated: Data from the CRM and Notion is pulled together automatically
- Automated: The dashboard refreshes every morning, per week, month and year
- Automated: Speed and conversion per step, per client and per quarter
- Automated: A monthly and quarterly report: what is going well and what could be better
- A person decides: The team reads the numbers and decides where to focus
How it fits together
- CRM
- Notion
- Zapier
- Dashboard
- Monthly and quarterly report (Claude)
The result
The team sees straight away where work flows and where it gets stuck, without collecting numbers first. The reports turn the numbers into a conversation about what to improve.
Something similar in your business?
Tell me where the work gets stuck. In a free 30-minute call we look at whether it can be simpler, and what that would take.
Next projectRunning work, contracts and invoicing in one overview