Sales Dashboard
active
Total logged
11h 15m
Uninvoiced
0h 0m
Entries
3
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 3 | 11h 15m |
Recent time entries
Last 3
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 6 Feb 2026 | - Audited the brochure KPI logic and discovered it was counting "Created" brochures instead of "Actually sent" brochures - Rebuilt the FileMaker data queries so brochure KPIs now only count brochures that were sent to referrers - Exclude unsent marketing material - Validated new logic against historical data to ensure accuracy. - Success | Caleb Harvey | 1h 15m | invoiced |
| 5 Feb 2026 | - Built four fully-themed KPI dashboards, each with: Per-user data, Financial-year aware calculations, KPI target lines, Status tiles - Implemented KPI charts for: 3 jobs per day, 20 brochures per day, 10 meetings per day, 80 outbound calls per day - Developed dynamic KPI logic including: Average-to-date calculations, Days met calculations that only count elapsed time (no future zero-penalty), Automatic red/green status based on performance vs target - Built multi-user comparative line charts so franchisees can be compared side-by-side. - Implemented live update handling via localStorage so dashboards automatically refresh when FileMaker updates data. - Matched the dashboards to the dark KPI theme used across the system for visual consistency. - Added KPI target lines, Ranked tooltips (highest to lowest per day) - Success | Caleb Harvey | 6h 0m | invoiced |
| 4 Feb 2026 | - Created a sales team reference table to define and manage all staff and franchisees whose activity contributes to KPI reporting. - Built FileMaker scripts and finds to: Retrieve outbound calls, Retrieve brochure send activity, Retrieve meetings, Retrieve jobs won - Implemented per-user data aggregation logic so that each staff member’s activity is correctly attributed. - Built daily kpi goals to substitute into the graph - Structured and generated JSON payloads - Implemented FileMaker → Web Viewer data transport by Injecting the KPI JSON into localStorage - Verified data accuracy against live FileMaker records for multiple users. - Success | Caleb Harvey | 4h 0m | invoiced |
Stages
- Version 2.6
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