The challenge
Every associate built a monthly report by hand in Word, copying numbers out of Salesforce: placements, interviews, job development, enrollments, and retention. Each report took over an hour, every month, for all 70 associates. Supervisors had no easy way to see everything their team had done with a given employer, which made it hard to keep track of whether KPIs and goals were being met.
What I built
Two connected apps on top of Salesforce:
- Monthly Report app: associates sign in with their Salesforce account, pick a month, and get their full report built from live data, exported to Word or PDF in the exact format directors expect
- Employer Report: supervisors search any employer and see every activity across their whole team for a month, quarter, or year, rolled up across the employer's locations
- Access controlled entirely through Salesforce permissions, so granting or removing access never requires a code change
Results
- Monthly reports went from over an hour of manual work to one click, pulled straight from Salesforce
- About 70 staff hours a month (roughly 840 a year) returned to program work, rolled out org-wide
- Supervisors can check any time whether KPIs and goals are on track
- No copy-and-paste errors, since numbers come straight from the CRM