Case Study • Small Business Dashboard
Small Business Operations Dashboard
Visual dashboard concept for teams that need quick day-to-day status across leads, jobs, revenue pacing, and task flow.
ExamplePipeline health
Qualified leads
Jobs scheduled
Jobs completed
Task queue
- Follow up on 5 unquoted requests
- Confirm Monday schedule windows
- Send turnover completion summaries
- Review ad spend vs booked jobs
Recent activity
- New landlord request: 3-unit turnover cleanup (priority high)
- Quote accepted: estate cleanout package ($2,200)
- Team update: 2 jobs moved to completed
- Lead source note: referral channel conversion up 18%
Problem
Operational updates were scattered across notes, chats, and spreadsheets with no single quick-read daily view.
What was built
A compact dashboard layout with KPI cards, pipeline bars, task queue, and recent activity lane.
What the customer would receive
- Dashboard structure and KPI map
- Operations layout prototype
- Data-source expectation checklist
- Handoff notes for implementation next step