Dashboard builds that explain the decision layer.
Each case keeps metrics, definitions, source checks, and action queues visible.
- 25
- case studies
- 19
- systems
- 2
- proof artifacts
- 3
- scope tiers
Built with real HMX dashboard tool paths
01 // Case Studies
Dashboards & Analytics Case Studies
Real builds for this service — the stack, the workflow, and the outcomes.
Dashboards & Analytics · Monitoring
Admin Monitoring Event Review Dashboard
A consolidated review surface over monitoring events and route checks so an admin can scan system health and recent anomalies in one pass each morning.
- One pass
- for events, route checks, and audit entries
- Failing
- routes listed against passing ones
- Severity
- grouping so urgent items stand out
- Repeatable
- morning health scan in one place
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Dashboards & Analytics · Automation Health
Automation Failure Monitor Dashboard
A monitor that surfaces automation and webhook failures from the monitoring event log so silent breakages get seen the same day instead of weeks later.
- Failures
- from the event log surfaced same-day
- Per-type
- counts for webhook, send, and rate-limit events
- Recent
- failure feed for fast triage
- Healthy
- empty state reads clearly as all-clear
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Dashboards & Analytics · Bookings
Booking Status and No-Show Visibility Board
A board that joins booking status against actual attendance so the team can see booked, completed, and no-show counts in one place instead of inside the calendar tool.
- One board
- for booked, completed, and no-show counts
- No-show rate
- as a tracked number by week and source
- Drill list
- of recent no-shows for follow-up
- Flagged
- missing-status bookings instead of miscounting
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Dashboards & Analytics · Call Outcomes
Call Outcome Dashboard for Voice Agents
A reporting dashboard that summarizes voice-agent call outcomes — connected, qualified, booked, escalated — so the operator can read agent performance without scrubbing transcripts.
- Outcome
- breakdown for connected, qualified, booked
- Escalation
- share to human surfaced clearly
- Rate
- trends without scrubbing transcripts
- Flagged
- calls with missing outcome data
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Dashboards & Analytics · Campaign Intake
Campaign Intake Dashboard With Source and UTM Filters
A filterable intake dashboard that lets operators slice incoming form submissions by campaign, source, and UTM so they can read each campaign's intake without exporting anything.
- Filterable
- intake by campaign, source, medium, and UTM
- Saved presets
- for the campaigns operators check most
- Fast
- server-side filtering on a growing intake table
- Surfaced
- untagged submissions for tagging cleanup
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Feedback Ops · Surveys
CEO Feedback Survey & Live Opportunity Tracker
A feedback system that ties CEO and follow-up surveys directly to live opportunities for real-time visibility and process improvement.
- Real-time
- feedback connected to live opportunities
- 1
- clear source of truth for survey context
- Faster
- leadership visibility into service gaps
- Actionable
- feedback turned into system and process updates
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Client Success · Operations
Client Success Command Center — From Escalations to Requirements
A client success operating model for tracking onboarding, package fulfillment, follow-up team accountability, appointment volume, client risks, and CEO-level reporting.
- 1
- primary post-sale owner across onboarding, delivery, and escalation touchpoints
- Live
- client feedback translated into delivery and systems requirements
- Daily
- appointment, lead volume, and package fulfillment monitoring
- Clear
- ownership and communication across follow-up teams
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Dashboards & Analytics · Data Hygiene
CRM Hygiene Dashboard for Duplicate and Incomplete Records
A hygiene dashboard that surfaces likely duplicate records and missing required fields so the team can see how clean the data is before they trust any report built on it.
- Probable
- duplicate clusters flagged for human merge
- Missing-field
- counts surfaced per record
- Hygiene score
- trended so cleanup progress is visible
- Diagnostic
- only — no silent auto-merging of records
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Dashboards & Analytics · Data Freshness
Dashboard Data Freshness Checks
Freshness checks layered onto existing dashboards so a stale or stalled feed shows a clear warning instead of quietly serving old numbers as if they were current.
- Every
- dashboard shows a clear 'data as of' stamp
- Stale
- feeds throw a warning instead of lying
- Scheduled
- lag checks via pg_cron, not on-load only
- Agreed
- freshness thresholds per data source
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Team Ops · Accountability
Follow-Up Team Accountability Dashboard
A dashboard concept for monitoring follow-up team responsiveness, appointment handling, lead volume, package fulfillment, and client communication quality.
- Clear
- ownership across follow-up touchpoints
- Daily
- visibility into appointments, package fulfillment, and risk
- Reduced
- manual status chasing for managers
- Better
- client communication consistency
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Dashboards & Analytics · Workload
Follow-Up Workload View by Owner
A workload view that shows how many open follow-ups each owner is carrying and how many are overdue, so work can be balanced before anyone drowns.
- Per-owner
- open and overdue follow-up counts
- Overdue
- work surfaced against an agreed threshold
- Balance
- signal between most- and least-loaded owners
- Drill
- into each owner's oldest untouched leads
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Dashboards & Analytics · KPI Definitions
KPI Definition Cleanup Before Any Reporting
A definition pass that nails down what each KPI actually means and encodes it in SQL, so every later chart counts the same thing the same way.
- One
- agreed definition per KPI, written down
- Canonical
- SQL views every later report reads from
- Plain-language
- KPI dictionary owners can actually read
- Consistent
- numbers across every downstream chart
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Data Engineering · Scale
Large Data Cleanup Pipeline Blueprint
A privacy-safe data pipeline pattern for cleaning, deduplicating, scoring, and importing lead records before they enter an active CRM.
- Deduped
- contact records checked before CRM entry
- Normalized
- names, phone formats, location fields, and source tags
- Scored
- quality checks for completeness, recency, and reliability
- Auditable
- reporting layer for source quality and import exceptions
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Dashboards & Analytics · Lead Quality
Lead Quality Tag Distribution View
A distribution view that shows how lead quality tags break down by source and over time, so the team can see whether channels are sending good leads or just volume.
- Tag
- distribution overall and per source
- Quality mix
- shown beside raw channel volume
- Trend
- of lead quality over time
- Flagged
- untagged leads kept out of the buckets
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Dashboards & Analytics · Lead Sources
Lead Source Review Dashboard for the Weekly Operator Sync
A single read-only view that breaks incoming leads down by source so operators can see which channels actually feed the pipeline before the weekly review.
- One view
- replaces the weekly source export and guesswork
- Per-channel
- volume, qualified, and booked side by side
- Visible
- unknown/blank sources flagged for cleanup, not hidden
- Minutes
- to answer 'which channel worked' instead of an export
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Dashboards & Analytics · Migration
Manual Spreadsheet to Live Dashboard Transition
A migration that turns a hand-maintained tracking spreadsheet into a live dashboard reading from the real data source, so the numbers update themselves and stop drifting from reality.
- Live
- numbers replace hand-typed spreadsheet cells
- No more
- edit conflicts or stale manual updates
- Reconciled
- against the old sheet before cutover
- Documented
- definitions carried over from the formulas
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Dashboards & Analytics · Conversion Reporting
Monthly Conversion Report Foundation
A repeatable monthly conversion report built on canonical definitions, so each month's lead-to-booked-to-won funnel is produced the same way instead of rebuilt by hand.
- Same method
- every month, fixed in SQL
- Funnel
- from lead to qualified to booked to won
- Month-over-month
- comparison built in
- Hours
- of manual report assembly removed
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Dashboards & Analytics · Action Queue
Owner Action Queue Summary
A summary dashboard that tells each owner exactly what needs action next — overdue follow-ups, unstarted paid clients, stale deals — instead of a wall of vanity metrics.
- Next actions
- per owner instead of vanity totals
- Prioritized
- overdue, stuck, unstarted, and no-show items
- One queue
- pulling several analytics surfaces together
- Worklist
- by design — a scoreboard is excluded
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Dashboards & Analytics · Onboarding
Paid-Invoice to Onboarding Visibility View
A view that shows every paid client and where they are between payment and onboarding completion, so nobody who paid slips through the cracks waiting to be started.
- Every
- paid client visible against onboarding stage
- Wait time
- since payment computed for the unstarted
- Oldest-first
- list so nobody waits unnoticed
- Flagged
- paid clients with no onboarding record
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Dashboards & Analytics · Pipeline Aging
Pipeline Stage Aging Report That Surfaces Stuck Deals
An aging report that shows how long each lead has sat in its current stage so owners can see what is going stale before it dies quietly.
- Days-in-stage
- computed for every open lead
- Stuck deals
- ranked oldest-first by owner
- Shared
- fresh/aging/stale thresholds agreed up front
- Earlier
- catch on stalls before leads go cold
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Dashboards & Analytics · Audience
Subscriber Growth and Content Performance View
A view that pairs subscriber growth against content/blog performance so the team can see which posts actually bring signups instead of guessing.
- Net growth
- trended from confirmed subscribers
- Content
- publish events lined up against signups
- Surfaced
- posts coinciding with signup lifts
- Honest
- counts net of unsubscribes and pending
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Dashboards & Analytics · Support
Support Queue and Response-Time Report
A report that shows open support items, how long they have waited, and first-response time so the queue is measured instead of just felt.
- Queue depth
- and oldest-waiting age at a glance
- First-response
- time turned into a tracked metric
- Trend
- of response time day over day
- Flagged
- items with missing response timestamps
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Data Research · Public Records
Surplus & Excess Funds Research Pipeline
A high-volume research and verification workflow for surplus and excess funds arising from tax sales, foreclosures, and real estate transactions.
- Large-scale
- datasets analyzed weekly
- 100%
- compliance focus across state and county database navigation
- High
- accuracy in ownership and claim eligibility verification
- Awarded
- Data Rockstar by the CEO for analytical performance
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Dashboards & Analytics · Cost & Usage
Tool-Stack Cost and Usage View
A view that pulls usage and cost signals from the core stack — Supabase, Vercel, and messaging providers — into one place so spend and consumption are visible before the invoice is a surprise.
- One view
- for Supabase, Vercel, and messaging usage
- Trends
- on the metrics that drive the bill
- Threshold
- flags before a plan limit is hit
- Earlier
- cost conversations, not bill-day surprises
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Dashboards & Analytics · Delivery Status
Weekly Service Delivery Status Board
A status board that rolls active client work into one weekly view — what is on track, what is waiting, and what is at risk — so the delivery sync runs off a screen instead of memory.
- One board
- for the whole weekly delivery picture
- At-risk
- and waiting work surfaced first
- Stale-update
- flag on anything untouched too long
- Less
- meeting time spent reconstructing status
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02 // Operating path
With the fallback visible
- 01Sources read
- 02Definitions checked
- 03Metric refreshed
- 04Action queued