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Reporting & Data Base

Numbers clients actually read.

Dashboards, trackers, and reporting systems that turn operational data into clear, actionable insight.

Appointment dashboard with weekly counts and per-day drilldown
Reporting + Dashboards

Appointment Dashboard

BDC appointment tracker with Google integration. Weekly appointments, shows, and pending counts with per-day drilldown the whole desk actually opens.

Dashboards + Google Integration
Timelogs time tracking with live shift totals
Reporting + Time Tracking

Timelogs

Clock in and out with breaks, live shift totals, and daily activity. HTML, JSON, API, and server maintenance keeping it running.

Time Tracking + API
Client roster with health and engagement detail per account
Reporting + CRM

Client Heatmap

Searchable client company directory with health, engagement, and contact detail per account. HubSpot-integrated roster of every relationship.

CRM + HubSpot Integration
Career match tool with lead details and call disposition flow
Reporting + Automation

Career Match Tool

Driver placement desk on Google Apps Script. Lead details, carrier match prompts, and call disposition captured in one flow.

Apps Script + Automation
Manager KPI tracker submission form on a laptop
Reporting + KPIs

Manager's KPI Tracker

Monthly KPI submission with proof of performance. Google Apps Script form covering personal info, due diligence, and advocacy pillars.

Forms + Apps Script
Client attendance report with bonus qualification table
Reporting + Attendance

Client Attendance Report

Daily attendance, bonus qualification, and annual leave counters. Google Data Studio and Apps Script reporting for the whole roster.

Data Studio + Apps Script
Cluster reporting dashboard with tracker and active counts
Reporting + Compliance

Cluster Reporting

Cluster tracking with compliance overview and active counts. Google Data Studio and Apps Script reporting by relationship manager.

Data Studio + Compliance
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