Hey Automation Community! 🙌 We built a live sales performance dashboard that replaces manual reporting and gives every manager a clear view of contracts, margins and targets in one place. 🔶 Client A B2B staffing company whose sales and account management teams were tracking performance in spreadsheets and CRM exports. Numbers took hours to compile, were often out of date, and leadership had no quick way to compare departments, teams or individual managers. 🔶 Task The goal was to automatically pull deal and team data from the CRM and HR system, show key metrics against targets, and give each person exactly the view their role allows, without extra logins or manual updates. 🔶 Solution We designed and built a web dashboard connected directly to the client's CRM and HR system. It includes:

* KPI cards for placements, average margin per hour and match value, each with a progress bar toward its target

* Targets that scale automatically with the number of managers in the selected scope

🔶 Result The client replaced manual reporting with one source of truth that updates itself. Managers track their progress daily, team leads spot gaps early, and leadership can compare performance across the company in a few clicks instead of waiting for weekly reports. 🚀 If your team still builds sales reports by hand and you want a live dashboard connected to your CRM and HR tools, send me a message and let's discuss your setup.