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 · Automation
An inbox triage and follow-up system
Fewer missed messages and clearer priorities
Example project: it illustrates a typical assignment and its expected results, without describing a specific client.
Faster replies to messages
Fewer forgotten follow-ups
The goal
Reduce missed messages and speed up response times.
Before / after
Before
- An overflowing inbox
- Forgotten follow-ups
- Unclear priorities
After
- Automatic triage on arrival
- Follow-ups tracked on a board
- A 15-minute weekly review
The approach
- Automatic triage rules, folders and labels
- Reply templates
- A follow-up process and weekly review
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
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