The dashboard
A sales and marketing intelligence dashboard
A funnel dated on one field is quietly wrong. Every metric here carries its own date.
Lead data lived in the CRM and sales data in a separate property app, with no combined view of performance or marketing ROI. Reporting meant manually pulling numbers and screenshotting CRM views. And the CRM's single-date reporting quietly miscounts any multi-stage funnel.
leads in one tool, sales in another, ROI in neither
A React dashboard on Base44 that syncs every active pipeline into a fast local snapshot and combines it with live property-sales data. Each metric filters on its own event date, so the funnel is finally correct.
each metric filters on its own event date
One-click CRM sync
A paginated pull of every active pipeline that resolves stage and agent IDs to names and maps custom-field dates, into a fast local snapshot with a logged run history.
Correct, per-metric dating
Each metric filters on its own event date (inspection, EOI, sale), sidestepping the single-date-filter trap that corrupts most CRM dashboards.
Full funnel and marketing ROI
A conversion funnel with stage-by-stage drop-off, owner performance per agent, cost per lead, cost per sale, and target-vs-actual against each project's spend.
Price · Product · Place
Cross-tabs of the lead pool by budget bucket, bedroom type, and suburb, switchable across 6 developments.
Reporting that ships itself
A branded multi-section PDF export, public shareable report links that need no login, and an automated weekly summary email.
$95.52m
in sales across 6 projects, all time through 29 Sep 2026
HandoverSync runs are logged with a visible history, reports share as public links, and the weekly summary sends without anyone touching it.
reporting went from screenshots to a shareable link
Evidence · fig. 01–04