Executive Reporting Dashboard for CPA Firm Built a real-time...

Executive 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.

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.