Inafana – Building Digital Solutions That Work for You
Sales & Recruiting Performance Tracking System
- Client: Samuel Gaston Clarke
- Country United Kingdom
- Project Name End-of-Day Automation & Performance Dashboard
- Client Company: Beyond House Cleaning
Technologies Used:
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Frontend: React.js, TailwindCSS -
Backend: Node.js with Express or Firebase Functions
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Database: Firebase Firestore or Supabase
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Authentication: Firebase Auth
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PDF/CSV Export: jsPDF, SheetJS (xlsx.js)
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Hosting: Firebase Hosting or Vercel
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Mobile Compatibility: Full responsiveness built-in
The Challenge:
The client needed a centralized system to:
- Automate EOD report submissions from Sales Reps and Recruiters
- Visualize team performance in dual dashboards (Sales + Recruitment)
- Calculate key performance metrics automatically
- Manage team members and reporting by role and location
- Support scalable growth with additional locations and metrics
Our Solution:
- Dual Dashboard Interface
- Two dashboards (Sales and Recruitment) on a single page
- Filters: Custom date ranges, individual users, and monthly comparisons
- Admins can view all performance metrics at both global and individual levels
- End-of-Day (EOD) Reporting Forms
- Sales Rep Forms: Separated for inbound and outbound activities, with fields aligned to performance KPIs like leads, conversations, closes, revenue, and cancellation rates
- Recruiter Forms: Captures hiring activity, interview outcomes by location, onboarding stages, and hiring funnel conversion metrics
- Data is auto-linked to user accounts and dates, populating dashboards in real-time
- Automated KPI Calculations
- Formulas automatically applied for:
- Answer Rate, Offer Rate, Close Rate, Reschedule Rate, Show Rate
- Hiring Rate, Show Rate, Drop-Off Rate, and more
- Dashboards auto-update when forms are submitted
- Admin Management Panel
- Add, edit, and remove users (Sales or Recruiters)
- Assign user roles and manage visibility
- Add new reporting locations and departments dynamically
- Export reports to CSV/Excel or generate PDFs
- Scalability & UX
- Designed to grow with the team
- Supports adding new metrics or dashboards without major rework
- Mobile-optimized for on-the-go form submission
- Extras Built In
- Leaderboards for top-performing Sales Reps and Recruiters
- Comparative trend charts between months
- Historical log for performance reviews
Impact:
This system helped Beyond House Cleaning centralize their team operations, improve visibility into performance, and save time on manual reporting. It replaced spreadsheets and disconnected tools with one clean, scalable, and data-driven platform.
