Robin’s CEO was reviewing five tools every morning — a CRM, a payments processor, a ticketing tool, a marketing dashboard, and a homegrown spreadsheet — to answer one question: are we okay this week?
The answer was always there. It was just scattered across five logins and three time zones. We were asked to compress all of it into a single screen the executive team could open with a coffee.
We started with a 90-minute working session — the CEO walked us through the actual morning routine, tab by tab. We grouped the questions into four blocks: revenue, pipeline, operations, and customer health. Each block became a card, each card a real-time read from the underlying source.
The hard part wasn’t visualization — it was reconciliation. Two of the five tools disagreed on what counted as a “customer.” We built a thin reconciliation layer in the middle so the dashboard always told one story, even when the upstream tools didn’t.
The Robin executive team now spends roughly six minutes on the morning review, down from forty. The dashboard runs as a live web app the team opens in a browser tab; we host it, monitor it, and ship updates as the underlying tools change.
Six months in, we’ve added two more sources — a recruiting pipeline and a usage telemetry feed — without touching the front-end design. That’s the point: the screen stays calm even as the business grows behind it.
It used to take forty minutes. Now I open one tab and I know where we are.