Commercial operations dashboard
A weekly view connecting visits, UTMs, opportunities, CTAs and leads in one operating dashboard.
Challenge
Data was split across marketing, CRM and internal spreadsheets.
Solution
An executive view was designed to prioritize campaigns, CTAs and real opportunities.
Result
Fewer status meetings and clearer decisions about which campaigns create real pipeline.
System created
- Indicators by commercial stage.
- Weekly view for sales and leadership.
- Traceability from visits and CTAs to pipeline.
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