Projects in Rehoboth BeachProjects in Rehoboth BeachExecutive Reporting Dashboard for CPA Firm
Built a real-time executive dashboard for a CPA firm, replacing manual exports with live data across four systems: QuickBooks, Harvest, Pipedrive, and Monday.com (http://Monday.com).
One unified view across revenue, margins, MRR, team utilization, pipeline conversion, and client portfolio metrics. Five configurable views with week/month/quarter/YTD comparisons and in-app metric documentation.
Leadership sees current numbers at any time. No exports, no manual prep. 
