The challenge
Sales and team data lived in different places — spreadsheets, Monday.com boards and team workflows. Getting a clear picture meant manual Excel work, and by the time management saw the numbers, they were already out of date.
← Client results0 manual Excel reports
Beyond social · AI & automation
NWL Bahamas
Sales Intelligence Dashboard
Confidential client project0Manual Excel reports
LiveSynced with Monday.com
1Place for all sales & team data
P/LTracked per employee
I replaced scattered spreadsheets with one live, AI-automated command centre for sales and team performance.
What I built
- Live integration with Monday.com and team workflows — when something changes there, the dashboard updates automatically
- Manual Excel reporting removed completely
- Editable tags management can adjust themselves, without needing a developer
- Individual sales performance and profit/loss tracking for every team member
- Staff document and renewal tracking, so management always knows what's due and when
- NFC tags connected to the dashboard for live security monitoring
The dashboard
Monthly sales$248K
Active deals36
Top performerTeam member A
Renewals due3
Performance by team member
Upcoming renewals
| Team member | Due date |
|---|---|
| Team member B | Oct 12 |
| Team member C | Oct 19 |
| Team member D | Nov 03 |
Illustration with sample data. The client's real dashboard and data are private.
The result
Everything in one place. Management can now track sales performance, see profit and loss per team member, and stay ahead of staff renewals — without opening a single spreadsheet.
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