CRM Workflows & KPI Dashboards | Livlyte

CRM Workflow Organization and KPI Dashboards | Livlyte

ROLE AND CONTEXT Property Consultant | April 2026 - August 2026 | Remote My work supported international property transactions through client communications, Salesforce CRM organization, and performance tracking.

SCOPE Structure activity and sales tracking and provide visibility into business performance.

WHAT I DID

Reorganized the Salesforce CRM pipeline into two workflows: Activity Track and Sales Track.

Defined KPIs and dashboards to support real-time performance monitoring and operational visibility.

Prepared client and contract-related business communications for international property transactions.

WORK COMPLETED

Activity Track and Sales Track CRM workflows.

Defined KPIs and dashboards for performance monitoring.

Client and contract-related business communications.

TOOLS Salesforce.

This case study describes my documented responsibilities and completed work.