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
Example project · Data
CRM clean-up and sales pipeline tracking
A clean pipeline and fewer forgotten leads
Example project: it illustrates a typical assignment and its expected results, without describing a specific client.
Clean deduplicated, standardised pipeline
Fewer forgotten leads thanks to reminders
The goal
Keep leads organised and make follow-ups consistent.
Before / after
Before
- Duplicates and inconsistent fields
- Poorly defined pipeline stages
- Forgotten leads, irregular follow-ups
After
- Deduplicated, standardised database
- A readable pipeline, stage by stage
- Automatic follow-up reminders
The approach
- Cleaning the data and removing duplicates
- Standardising fields and pipeline stages
- Building a pipeline tracker with automatic reminders
More 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
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