Data trapped in devices, visibility lost in spreadsheets
The client’s door-to-door sales representatives (DSRs) captured daily activity data through handheld mobile devices in the field. This data flowed automatically into Salesforce — but stopped there. Without aggregation or further processing, it could not be turned into the actionable performance insights that leadership needed to run the business.
Reporting was largely manual. Executives had no simple way to trend performance over time or analyse results by region, territory, or management tier.
Slicing data by fiscal calendar, management hierarchy, or geography required intensive manual effort — and even then, the results were static snapshots rather than flexible, on-demand views. There was no mechanism to compare individual DSR performance against peers, roll results up to director or supervisor level, or analyse conversion rates across stages of the sales funnel over meaningful time periods. The business needed a smarter foundation.
An end-to-end analytics platform built for the field
Working across the full system lifecycle — from requirements gathering through configuration, integration, and delivery — the team designed and built a Salesforce CRM Analytics solution that unified Salesforce activity data with account information and fiscal metadata. The result was a single, reliable source of truth for residential sales performance, accessible to every stakeholder from executive to field supervisor.
The platform surfaces six core analytical dimensions, enabling leadership to explore performance at any level of detail:
The solution included three purpose-built dashboards, each designed for a distinct audience and use case:
All dashboards were built mobile-first and optimized for iPad, so field leaders can access real-time performance data on the go — no desk required.
From manual effort to self-service insight
The integrated analytics solution delivered measurable impact across the organization — from the executive suite to the field supervisor level.
Executives gained a 360-degree view of residential sales performance, enabling quick and confident decisions without waiting for manually compiled reports.
Managers could benchmark individual director, manager, and supervisor performance against specific sales KPIs in real time, accelerating coaching and feedback cycles.
Field leaders accessed live dashboards directly from their iPads, eliminating the lag between data generation and decision-making in the field.
The platform was built for longevity — easily extensible as reporting requirements evolve, with a self-service model that drives adoption and cultivates a data-driven culture.