Client system · Performance dashboard
WHA Performance Dashboard
We replaced scattered manual reporting with a single executive dashboard, refreshed automatically every day.
Measured impact
14 hrs/wk
manual reporting removed
6
data sources unified
Daily
auto refresh cadence
The problem
Every week started with a stack of spreadsheets and hours nobody had.
Product usage lived in one sheet, account health in another, engagement somewhere else.
By the time the report was stitched together, the week had already moved on.
What we built
Data pipeline every source pulled into one normalised feed
Account health logic each account scored daily, risks surface themselves
Usage signal layer product usage and engagement in one model
Executive dashboard view one screen, executive level, no tabs to chase
Daily refresh runs overnight, no human touches it
Dashboard preview
Executive overview
illustrative previewAccount health drilldown
illustrative previewSee the system in action
Project walkthrough
- 01
The old manual report process
- 02
Product usage and account health scattered across sheets
- 03
DashboardLim builds the automated pipeline
- 04
The team opens one executive dashboard
- 05
Reporting is now refreshed daily
What changed
The weekly report writes itself, overnight, every day
Account risks surface daily instead of hiding in sheets
Hours a week went back to the business
One executive screen replaces a stack of spreadsheets
The client owns the entire system, with no new SaaS subscription
The Monday report used to eat the first two hours of our week. Now it’s just there when we log in, current, every day.
Operations lead · client engagement
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