BuiltDashboards & Analytics

Synthetic Deal Review Dashboard

A dashboard interface built to aggregate CRM data, meeting transcripts, and enrichment APIs into a single-page deal status report.

#Dashboards#GTM#Salesforce#React

➔ Build Specifications

👥

Who It Helps

Sales Directors, VP of Sales, and GTM Operations managers.

⚠️

Problem

Sales leadership spends hours clicking through multiple tabs in the CRM to check deal activity, email velocity, and competitor mentions before forecast calls.

⚙️

How It Works

An internal React application that reads deal objects, combines them with meeting metadata fetched from the Gong API, and ranks deals using a custom pipeline health scorecard.

🧠

What I Learned

Keeping the UI minimal is key. Sales leaders don't want more charts; they want a sorted table of deals ranked by 'stale risk.'

🚀

What I'd Improve Next

Integrate direct pushback buttons so managers can ping reps on Slack directly from the dashboard.

🛠️

Tools Used

HubSpot APIGong APIReactNode.jsTailwind CSS

This synthetic build demonstrates how to aggregate siloed GTM data into a single-pane-of-glass dashboard.

Problem

Sales leadership spends hours clicking through multiple tabs in the CRM to check deal activity, email velocity, and competitor mentions before forecast calls. The data exists, but it is too scattered to be useful.

Solution

An internal Dashboard application that reads deal records, combines them with meeting transcripts, and displays a single-page overview.

How It Works:

  1. Fetch: Node.js backend pulls active deal lists from Salesforce.
  2. Enrich: Queries meeting recordings for competitor keywords.
  3. Score: Calculates a custom health index based on email frequency and next-step log updates.
  4. Render: Displays a ranked table sorted by risk score.

Synthetic Interface Mockup

+-------------------------------------------------------------------------+
| Soto Systems Lab - Deal Review Dashboard                                |
+-------------------------------------------------------------------------+
| DEAL NAME          | VALUE  | LATEST CONTACT | COMPETITOR | RISK SCORE  |
+--------------------+--------+----------------+------------+-------------+
| Acme Corp SaaS     | $120k  | 2 days ago     | None       | 15 / 100    |
| Initech Enterprise | $85k   | 14 days ago    | CompetitorA| 78 / 100 ⚠️ |
| Globex Expansion   | $45k   | 1 day ago      | CompetitorB| 32 / 100    |
+--------------------+--------+----------------+------------+-------------+

What I Learned

  • Dashboard Before Agent: Establishing visibility into data discrepancies is 10x more valuable than trying to build a conversational AI agent to summarize emails.
  • API Sinks: Combining REST endpoints is simple, but token expiration handles must be extremely robust to prevent data drops.