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Case Studies/Real-Time Dashboards for Kitchen Cabinetry
DreamLineVancouver, WA, USA

Real-Time Dashboards for Kitchen Cabinetry

Real-time Monday dashboards tracking lead sources, sales activities, and automated bonus scoring system for kitchen cabinetry manufacturing team performance management.

See How It Works
Cabinetry & Coatings
Industry
CRM Integrations
Solution Type
2+
Technologies

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Measurable Results

Quantifiable business outcomes demonstrating the tangible value of our automation solutions

Data-driven marketing budget allocation based on channel performance analytics

Strategic Impact

Data-driven marketing budget allocation based on channel performance analytics enables DreamLine to optimize advertising spend, reducing cost-per-lead while increasing conversion rates from highest-performing sources.

Business Value

Intelligent budget allocation improves lead quality by 30% while reducing marketing costs, directly increasing profitability per customer acquisition.

Challenge & Solution

Real business challenges and our targeted automation solutions

Business Bottleneck
Solution Points

Business Bottleneck

DreamLine, kitchen cabinetry company with sales, production, delivery, installation, legal, and accounting teams, lacked visibility into sales performance and lead generation effectiveness. Manual reporting consumed a full day every two weeks, and management had no systematic way to track sales progress, engineer performance, or advertising budget allocation. Without real-time data on lead sources, contact timelines, and activity types, the company struggled to build effective motivation systems, set appropriate bonuses, and optimize marketing spend across advertising channels.

Solution Points

1

Created automated bonus calculation dashboard for engineers and sales staff performance scoring

2

Developed real-time sales pipeline visualization with filtering by periods, projects, and clients

3

Built comprehensive Monday dashboards tracking lead generation: sources, days to first contact, activity types, conversion rates

4

Implemented automatic monthly report generation scheduled for 23rd of each month to C-level and accounting

5

Built advertising ROI tracking dashboard showing budget allocation effectiveness across marketing channels

6

Created individual performance dashboards for sales and engineering teams to track personal progress

7

Integrated Make automations for advanced dashboard calculations and data processing

8

Eliminated manual biweekly reporting process with real-time Monday data visualization

“Running without real-time data was like flying blind. We spent a full day every two weeks creating reports, and by then information was outdated. No way to track sales performance or understand which marketing channels were worth it. Now Monday dashboards give instant visibility into leads, sales progress, team performance. Automated bonus calculations transformed our motivation system, and marketing spend is optimized on actual data, not guesswork.”

Roman Vasilchuk

CEO at DreamLine

Technical Deep Dive

Explore the technical architecture and implementation details

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