Interactive Dashboard for Sales Performance Tracking

A regional distributor wanted to better understand their sales performance across multiple locations and time periods. Their sales data was stored in various spreadsheets and exported reports from CRM systems, but there was no unified way to analyze trends, compare results, or generate reports for meetings.

We designed and developed a secure web dashboard that consolidated these data sources and displayed key metrics in real time. Users could filter by region, time range, product category, or salesperson. The dashboard included visualizations such as line charts, bar graphs, pie charts, and tables, all rendered dynamically using Chart.js.

Data synchronization was handled via scheduled scripts that imported and cleaned up new files from shared folders. We added export-to-PDF and export-to-Excel options to allow team members to use insights in offline reports. The system was also mobile-friendly, allowing access during field visits and client meetings.

Platform: Web dashboard, internal access only
Tools Used: React, Node.js, PostgreSQL, Chart.js, Puppeteer
Duration: 5 weeks
Scope of Work:

• Data analysis and structure planning

• Custom chart components and UI design

• File import and cleanup automation

• Secure login and user access management

• Exportable reports (PDF, Excel)

Outcome:
The dashboard made it easier for the client to make data-driven decisions. Managers could spot patterns, underperforming segments, and seasonal trends more easily. The system continues to evolve as new data sources and KPIs are added.