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CRM Integrations · Cabinetry & Coatings

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.

DreamLine · Vancouver, WA, USA
Read the build
Walkthrough

See the system run

The change

From manual to automatic

One change at a time — swipe through the four.

  1. 01 / 04
    By hand

    Bonus calculation

    Handled manually, step by step.

    Automatically

    Now automated

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

  2. 02 / 04
    By hand

    Real time sales pipeline

    Handled manually, step by step.

    Automatically

    Now automated

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

  3. 03 / 04
    By hand

    Comprehensive Monday

    Handled manually, step by step.

    Automatically

    Now automated

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

  4. 04 / 04
    By hand

    Monthly report generation

    Handled manually, step by step.

    Automatically

    Now automated

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

What we shipped

Inside the build

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

MondayMake

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

MondayMake

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

MondayMake

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

MondayMake

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

MondayMake

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

MondayMake

Integrated Make automations for advanced dashboard calculations and data processing

MondayMake

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

MondayMake
Results

Measurable results

Swipe the metrics — each one with what it changed in the business, and why it mattered.

  • Marketing ROI

    Data-driven marketing budget allocation based on channel performance analytics

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

  • Team Performance

    Enhanced employee motivation through transparent performance tracking and progress visibility

    Transparent performance metrics increase productivity by 25% while reducing turnover costs through improved employee engagement and clear advancement opportunities.

  • Management Focus

    Eliminated biweekly full-day manual reporting process completely

    Leadership time redirected from reporting to strategy enables faster business growth and improved decision-making based on real-time rather than outdated information.

  • Real-time Optimization

    Real-time visibility into lead generation performance and advertising spend effectiveness

    Immediate campaign adjustments based on live data improve conversion rates while reducing marketing waste, directly improving cost per acquisition metrics.

  • Compensation Accuracy

    Automated monthly bonus calculations for 20-person team integrated with payroll processing

    Perfect bonus calculations eliminate disputes while ensuring timely payments, improving employee trust and reducing HR administrative overhead.

  • Performance Alignment

    Systematic performance evaluation enabling evidence-based bonus and incentive structuring

    Data-driven incentive systems improve individual performance while ensuring compensation accurately reflects contribution to business results.

  • Strategic Agility

    Management decision-making based on current data rather than outdated biweekly reports

    Real-time business intelligence enables faster strategic pivots and tactical adjustments, improving competitive response and market opportunity capture.

Stack

Built on what they already ran

No rip-and-replace, no new SaaS to buy — we connected the tools already in the building.

Runs on
MondayMakeMondayMakeMondayMakeMondayMakeMondayMakeMondayMakeMondayMakeMondayMake
Works equally with
HubSpotZapiern8nPipedriveZohoHubSpotZapiern8nPipedriveZohoHubSpotZapiern8nPipedriveZohoHubSpotZapiern8nPipedriveZoho
Reviews

In the client's own words

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

Related work

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