A dashboard pack for weekly reviews
A single source of truth and shorter weekly meetings
BeforeSeveral files, several versions of the numbers
AfterOne shared dashboard
- Excel / Power Query
- Power BI
Examples
Example projects, before and after
Each example shows a typical project: the goal, the approach, the tools and the expected results. The situations are representative and do not describe a specific client.
All examples
An automated weekly operations summary
The weekly report produced in minutes instead of hours
BeforeHours of compiling every week
AfterReport generated in minutes
- Excel
- Power Automate
CRM clean-up and sales pipeline tracking
A clean pipeline and fewer forgotten leads
BeforeDuplicates and inconsistent fields
AfterDeduplicated, standardised database
- SQL
- Excel / Power Query
- Power Automate
AI workflows for writing tasks
Summaries, extraction and updates done automatically
BeforeSummaries written by hand
AfterDrafts generated automatically, ready to review in minutes
- n8n
- Python
- Notion
An inbox triage and follow-up system
Fewer missed messages and clearer priorities
BeforeAn overflowing inbox
AfterAutomatic triage on arrival
- Outlook
- Microsoft To Do
- Trello