How We Built the Smartest Real-Time Client Health Dashboard
How We Built the Smartest Real-Time Client Health Dashboard
How We Built the Smartest Real-Time Client Health Dashboard
Client
Snaplistings
Project Brief
Intern Emily Donoghue led the creation of a real-time P&L dashboard integrating QuickBooks and ClickUp data across two businesses. The system tracks client profitability, team utilization, and billable hours, using proprietary metrics like SnapScore to identify top- and bottom-performing clients. This automation replaces manual analysis, offering leadership instant, actionable insights into financial and operational performance.
Project Brief
Intern Emily Donoghue led the creation of a real-time P&L dashboard integrating QuickBooks and ClickUp data across two businesses. The system tracks client profitability, team utilization, and billable hours, using proprietary metrics like SnapScore to identify top- and bottom-performing clients. This automation replaces manual analysis, offering leadership instant, actionable insights into financial and operational performance.
Why did we need a real-time dashboard?
Manual reporting was slow and fragmented, so leadership could not see client profitability or team utilization in real time.
Challenges:
Integrating data from two separate QuickBooks accounts and aligning it with ClickUp time tracking.
Accurately calculating billable hours while accounting for PTO, holidays, and variable staffing.
Creating a scalable system that delivers real-time insights without manual intervention.
Why did we need a real-time dashboard?
Manual reporting was slow and fragmented, so leadership could not see client profitability or team utilization in real time.
Challenges:
Integrating data from two separate QuickBooks accounts and aligning it with ClickUp time tracking.
Accurately calculating billable hours while accounting for PTO, holidays, and variable staffing.
Creating a scalable system that delivers real-time insights without manual intervention.
How did we cut manual reporting by 90%?
By building a dashboard that joins QuickBooks financials with ClickUp time tracking and calculates margin, weighted margin and SnapScore, adjusted for PTO and holidays.
We built an automated dashboard that integrates QuickBooks financials and ClickUp time tracking to deliver real-time insights into client profitability, team efficiency, and billable capacity. It calculates margin, weighted margin, and SnapScore, while accounting for PTO and holidays—giving leadership a clear, instant view of overall performance.
How did we cut manual reporting by 90%?
By building a dashboard that joins QuickBooks financials with ClickUp time tracking and calculates margin, weighted margin and SnapScore, adjusted for PTO and holidays.
We built an automated dashboard that integrates QuickBooks financials and ClickUp time tracking to deliver real-time insights into client profitability, team efficiency, and billable capacity. It calculates margin, weighted margin, and SnapScore, while accounting for PTO and holidays—giving leadership a clear, instant view of overall performance.
90% Reduction in Manual Reporting Time
The automated system eliminated the need for manual data pulls and calculations, saving hours each month in operations work.
100% Client Margin Visibility
Every active client now has a real-time margin, weighted margin, and SnapScore, enabling faster decision-making and proactive account management.
Improved Billable Utilization Accuracy
By accounting for PTO and holidays, the dashboard provides a more accurate measure of each employee’s true billable capacity.
90% Reduction in Manual Reporting Time
The automated system eliminated the need for manual data pulls and calculations, saving hours each month in operations work.
100% Client Margin Visibility
Every active client now has a real-time margin, weighted margin, and SnapScore, enabling faster decision-making and proactive account management.
Improved Billable Utilization Accuracy
By accounting for PTO and holidays, the dashboard provides a more accurate measure of each employee’s true billable capacity.
Service used
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