BD + Intelligence
Project Overview
After building the Marketing Database and seeing how much clarity it created, the next gap became obvious. Leadership still relied on manual reports and scattered systems to answer critical questions: How is backlog trending? Are we overstaffed or underutilized? Which pursuits matter most right now? The data existed, but it lived in different tools and required effort to interpret. This project focused on bringing those business signals into one dashboard that could be checked quickly, updated continuously, and used to drive action.
Main Dashboard
Active Projects
Billing Projections
Light + Dark Theme Options
Challenge
The core challenge was connection and context. Data existed, but it was fragmented and hard to interpret quickly. Forecasting, staffing, and pipeline decisions were often reactive because signals were delayed or unclear. The solution needed to balance real-time visibility with practical workflows, including manual entry where integrations were not available.
Solution
Built a centralized dashboard system that connected project performance, pipeline health, staffing, and forecasts, from Deltek Ajera, Monday and Mosaic, then layered in alerts to make the insights actionable. Key features include:
• Executive dashboard with filters and clearly defined high-signal KPIs
• Pipeline views with weighted value, stage distribution, and status clarity
• Forecasting tables for signed work and potential opportunities
• Staffing and utilization dashboards tied directly to capacity planning
• Automated alert logic surfacing risks, gaps, and strong performance signals
Result
The platform replaced multiple reports and made leadership decision-making faster and more proactive. Teams used it to monitor backlog health, forecast revenue, plan resourcing, and spot risks earlier. It also created a shared source of truth for performance conversations across leadership and operations.
PORTFOLIO
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