CLIENT
Truepath | Business OS
TIMEFRAME
4 Weeks
SCOPE
Financial Operations Dashboard
When your deal pipeline lives in spreadsheets updated every 48 hours, you are not running a data-driven operation. You are flying blind and paying for it through missed opportunities and misaligned decisions.
Six disconnected CRMs and carrier portals, each with its own export format, each requiring its own manual reconciliation every week. Leadership had no unified view of reality.
Here is how we can convert your attention into high-ticket revenue.
TECH STACK
Tech Stack
We collapsed 6 fragmented data sources into a single synchronized command center. All platforms now push to one live database, making stale data structurally impossible.
We built a carrier submission mapping tool that auto-formats and routes rep data to all required portals in a single click, cutting 6 hours of weekly manual entry to under 5 minutes.
We delivered a real-time dashboard with Kanban pipelines, live revenue trend charts, and per-rep KPI cards so leadership can act on current reality, not yesterday's spreadsheet.
UNRESTRICTED SYSTEM VIEWS
Total illumination of deal flow, capturing previously lost opportunities.
Manual data reconciliation eliminated entirely.
Unified all data silos into a single command center.
// SYSTEM WALKTHROUGH
// Response logic for outlier businesses
