Case study · Build
I built weekly sales planning inside an existing reporting portal.
The product turned forecasts, targets, recent performance, meetings, and activity notes into weekly-plan recommendations inside the existing reporting portal.
My role: I worked out what the weekly plan needed to use, built it into the existing portal, and delivered the product.
System flow
Sales-planning workflow
Forecasts, targets, recent performance, meetings, and activity notes → weekly-plan recommendations → review, execution tracking, and follow-up.
Project details
How I built the system.
- The problem
Weekly plans had to use forecasts and targets alongside recent performance, meetings, and activity notes. The work belonged inside the existing reporting portal.
- What I did
I traced where each input lived and built weekly planning into the portal.
- What I built
- The product brought forecasts, targets, initiatives, recent performance, meetings, and activity notes into the weekly plan.
- It recommended weekly plans and kept call preparation, execution tracking, manager review, authorization, reconciliation, and follow-up in the same product.