01/03/2026
Ever feel like your team is busy all day… but you still have no idea who is actually performing?
That was exactly the problem Tricia Fowlin came to us with.
She had multiple locations, multiple users, tons of activity , calls, appointments, leads , but everything was scattered.
No single place to see who was doing what.
No clear way to measure response times.
No easy way to spot top performers or bottlenecks.
The result?
Decisions were being made on guesses, not data.
The outcome we delivered:
One clean, custom-built User Performance Dashboard.
Now Tricia can instantly see how every user is performing, across every location, in real time.
Appointments per user, broken down by status.
Calls made, with clear outcomes.
Contacts assigned to each rep.
Speed to lead, so response times are no longer a mystery.
And full appointment status breakdowns across the team.
All in one place. No spreadsheets. No jumping between tools.
How we solved it:
We custom-coded a dashboard hosted on her own domain.
Connected multiple locations and user accounts, so each user sees only their own data.
Built filters for date ranges and specific users, making it easy to zoom in on any rep or timeframe.
Structured the data in a way that’s simple, visual, and actually usable by real people.
1) Now performance is clear.
2) Accountability is obvious.
3) And scaling the team is finally data-driven.
*Busy doesn’t mean productive.
Clear data changes everything.*
If you want this to offer as SaaS or want to build a similar one, contact us.
