AI Operations Agents
Marketing & Sales Analytics Dashboard
A live, custom-built dashboard that pulls sales and marketing activity into one view, replacing scattered spreadsheets and manual reporting.
Client — Koppoh
01The brief
The problem
Our marketing and sales teams each work from different systems, so leadership never has a complete picture of how the business is performing.
Every week, someone has to export reports, combine spreadsheets, and manually prepare updates just to answer simple questions. By the time those reports are ready, some of the information is already outdated.
We need one dashboard that brings everything together automatically, so we can see the entire customer journey in one place without relying on manual reporting.
02Implementation plan
From brief to build
How we turned the client's challenge into a system their team actually uses.
Understand the reporting process
We met with the leadership, marketing, and sales teams to understand how reports were being prepared, where the data came from, and which business questions they needed answered every week.
Design one source of truth
We designed a dashboard that brings marketing and sales together into one live view, making it easy to track the customer journey from the first interaction through to conversion.
Build and connect the platform
The dashboard was built with Next.js and Recharts, then connected to the team's existing data sources so information updates automatically as new activity happens.
Test and roll out
Before replacing the manual reporting process, we validated the live dashboard against the team's existing reports to ensure the numbers matched. Once verified, the dashboard became the team's primary reporting tool.
03Before & After
What changed
Before
- Marketing and sales worked from different systems, making it difficult to understand how the business was performing as a whole.
- Every week, someone had to export reports from multiple platforms, combine the data manually, and prepare a summary for leadership.
- By the time reports were ready, the information was often several days old, making it difficult to respond quickly to changes in performance.
After
- Leadership now has one dashboard that combines marketing and sales into a single live view.
- The dashboard updates automatically throughout the day, giving everyone access to the latest information without waiting for weekly reports.
- Instead of spending hours preparing reports, the team can immediately see performance, identify issues, and focus on making better business decisions.
04Why this approach
The problem wasn't that the business lacked reports, it already had them.
The real issue was that every report depended on someone manually gathering information from different systems before anyone could make a decision.
Rather than improving the reporting process, we removed it. By connecting the existing data sources into one live dashboard, leadership always has access to accurate, up-to-date information without waiting for someone to prepare it, which means less time reporting and more time making decisions.
05Impact & benefits
One live dashboard across marketing and sales, eliminating 5–8 hours of weekly reporting and up to 90% of manual reporting work.
Time saved weekly
5–8 hours
The time previously spent exporting, cleaning, and combining reports is now almost entirely eliminated.
Manual reporting
Up to 90% less
Most reporting now happens automatically, reducing repetitive administrative work across the team.
Cross-team visibility
100%
Leadership can now see the complete customer journey in one place instead of switching between multiple systems.
Business insights
Real-time
Performance updates automatically as new data comes in, so decisions are based on current information instead of last week's reports.
Answering questions
In seconds
Business questions that previously required digging through multiple reports can now be answered almost instantly.
Source of truth
One shared
Everyone works from the same live data, reducing confusion, duplicate reporting, and conflicting numbers.
One live dashboard instead of five separate weekly exports.
Leadership decisions based on current data, not last week's numbers.
No more reconciling mismatched numbers between marketing and sales.
Frees up hours every week previously spent assembling reports.
A single source of truth the whole leadership team trusts.
06Business outcomes
Business outcomes
5–8 hours saved every week by eliminating manual report preparation.
Up to 90% reduction in reporting effort through automated dashboards.
One live dashboard combining marketing and sales into a single view.
Real-time visibility into the entire customer journey.
Faster decision-making using live business data instead of outdated reports.
Greater alignment across leadership, marketing, and sales with one shared source of truth.
Less time preparing reports, more time improving performance.
07Built with
Tools & capabilities
Claude Code
Next.js
Recharts
GitHub
Vercel