Client system · Sales dashboard
We replaced scattered sales reporting with a single live sales performance dashboard — every deal, stage and automation signal in one screen, refreshed automatically every day.
Measured impact
7
live dashboard views
4
pipeline stages tracked
Daily
auto refresh cadence
The problem
The sales pipeline lived in reps' spreadsheets, stitched together by hand.
Deal stages, meeting outcomes and finance scenarios each lived in a different sheet — leadership saw the week only after it ended.
And when an automation feeding the pipeline quietly failed, nobody found out for days.
What we built
Pipeline funnel view every deal by stage — Discovery, Strategy, Macro, EOI — with milestone progression
Automation health signals eleven checks watch the n8n flows feeding the pipeline; failures surface the same day
Agent performance views per-stage breakdowns by owner, from first appointment to finance scenario
Dashboard preview
Pipeline funnel — deals by stage
illustrative previewSee the system in action
Project walkthrough
Sales reporting lived in scattered spreadsheets
DashboardLim mapped the real pipeline — Discovery, Strategy, Macro, EOI
Apps Script feeds turn the team's sheets into live data
n8n automations on Railway keep records, reports and payments moving
The team opens one sales dashboard, refreshed daily
What changed
The whole pipeline is one screen — from first appointment to EOI
Automation failures surface the same day, not at month-end
Reporting refreshes itself overnight, every day
Leadership reads stage velocity without asking a single rep
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
Built on your stack. Owned by you. Shipped in weeks.
Meeting schedules this week and next, straight from the tracker
Apps Script data feeds the team's own Google Sheets serve clean JSON to the dashboard — no migration, no new system of record
Domain-locked access Google OAuth limits every page and data route to the company's domain
Milestone progression across all four stages
illustrative preview