// Dashboard Gallery
What the Work
Actually Looks Like
Representative dashboards built around real operational problems. The data is illustrative — the problems are not.
// 01
Legal — Billing Performance
Attorneys had no visibility into their own billing performance without someone running a report manually.
// DataForge · Legal
Billing Performance Dashboard
Jan – May 2025
Total Billed
$847k
↑ 12% vs prior period
Collected
$703k
↑ 83% collection rate
Avg Days to Pay
38d
↑ 6d vs target
Overdue >60d
$64k
↑ 8% vs prior period
Billed vs Collected — by Attorney
Invoice Aging Breakdown
Matter Age by Practice Area
| Attorney | Practice Area | Billed | Collected | Oldest Open Matter | Status |
|---|---|---|---|---|---|
| J. Harmon | Litigation | $218k | $196k | 14d | On Track |
| M. Delgado | Corporate | $194k | $171k | 22d | On Track |
| R. Okafor | Real Estate | $187k | $148k | 61d | Review |
| S. Chen | Employment | $143k | $109k | 88d | Overdue |
| T. Briggs | Estate Plan. | $105k | $79k | 104d | Overdue |
83% collection rate 38-day avg payment cycle Invoice aging by matter
// 02
Professional Services — Intake & Pipeline
New client intake was managed through email and spreadsheets. Nothing was tracked consistently and leads were falling through the cracks.
// DataForge · Professional Services
Intake & Pipeline Dashboard
Q1–Q2 2025
Leads This Quarter
84
↑ 18% vs prior
Conversion Rate
31%
↓ 4pts vs target
Avg Days to Close
22d
— no change
Pipeline Value
$218k
↑ 9% vs prior
Lead Funnel
Inquiries
100%
Qualified
71%
Proposal Sent
48%
Closed Won
31%
Closed Lost
17%
Lead Source Breakdown
Referral 42% Web 28% LinkedIn 18% Other 12%
Open Pipeline — Active Prospects
| Prospect | Source | Est. Value | Days in Pipeline | Last Contact | Stage |
|---|---|---|---|---|---|
| Meridian Accounting | Referral | $28k | 8d | 2d ago | Proposal Sent |
| Flint & Co. | Web | $14k | 17d | 5d ago | Qualified |
| Vance Partners | $41k | 29d | 11d ago | Stalled | |
| Holloway Group | Referral | $19k | 34d | 14d ago | Stalled |
| Lark Industries | Web | $52k | 48d | 22d ago | At Risk |
31% conversion rate 5-stage funnel visibility Lead source attribution
// 03
Small Business — Consolidated Operations
Weekly reporting required 3.5 hours of manual copy-paste across five disconnected spreadsheets.
// DataForge · Small Business
Consolidated Operations Dashboard
Auto-refreshed · Wed May 27, 2025
Weekly Revenue
$34.2k
↑ 6% vs last week
Open Orders
47
↓ 3 past due
Fulfillment Rate
91%
↑ 2pts vs prior
Report Build Time
0 min
↓ from 3.5 hrs/wk
Weekly Revenue — 12-Week Trend
Source Data
Sales_Tracker_FINAL_v3.xlsx Merged 1,840 rows
Inventory_Weekly.xlsx Merged 620 rows
Orders_Export_May.xlsx Merged 473 rows
Staff_Hours_Q2.xlsx Merged 288 rows
Expenses_Running.xlsx Merged 194 rows
Unified Data Model Live 3,415 rows
Order Status by Category
0 min report build time 3,415 rows unified Real-time fulfillment tracking
// 04
Office Operations — Records & Compliance
Compliance deadlines were tracked in a system that wasn't built for it. Nobody knew what was overdue until it already was.
// DataForge · Office Operations
Records & Compliance Tracker
As of May 27, 2025
Total Records
1,284
Across 6 departments
Current
1,091
85% compliant
Due This Month
38
Action required
Overdue
24
↑ 6 vs last month
Compliance Rate
85%
Current
Current:1,091
Due Soon:169
Overdue:24
Status by Department
Upcoming & Overdue — Needs Attention
| Record Type | Department | Count | Deadline | Assigned | Status |
|---|---|---|---|---|---|
| Annual Certifications | HR | 12 | Jun 1 | K. Morris | Due Soon |
| Vendor Contracts | Finance | 7 | Jun 15 | T. Reeves | Due Soon |
| Safety Inspections | Facilities | 9 | May 15 | J. Walsh | Overdue |
| License Renewals | Operations | 6 | May 1 | Unassigned | Overdue |
| Policy Acknowledgments | Legal | 19 | Jun 30 | M. Obi | On Track |
85% compliance rate 1,284 records tracked Dept-level status at a glance
// 05
Records Management — Retention & Audit Trail
Retention schedules existed in a policy document, but nobody could say which records were due for review, eligible for destruction, or under litigation hold — let alone who had accessed them and when.
// DataForge · Records Management
Retention & Audit Trail Dashboard
Last 12 Weeks · as of Jun 2, 2025
Total Records
2,140
Active record inventory
Pending Review
312
Flagged for retention review
Overdue Actions
14
↑ 3 vs last month
Hold Exceptions
5
Active litigation holds
Retention Status
81%
Active
Active:1,742
Due for Review:312
Eligible for Destruction:71
Litigation Hold:15
Audit Trail Activity — Access & Modification Events
Recent Audit Log Activity
| Document | Action | Department | User | Timestamp | Flag |
|---|---|---|---|---|---|
| Master_Services_Agreement_2023.pdf | Accessed | Legal | M. Obi | Jun 2, 9:14 AM | Logged |
| Client_Intake_Form_0419.docx | Modified | Operations | K. Morris | Jun 2, 8:02 AM | Logged |
| Vendor_Contract_Reeves_Co.pdf | Downloaded | Finance | T. Reeves | Jun 1, 4:47 PM | Review |
| Litigation_Hold_Notice_Lark.pdf | Accessed | Legal | J. Walsh | Jun 1, 2:15 PM | Hold |
| Employee_File_0231.pdf | Modified | HR | K. Morris | May 30, 11:30 AM | Logged |
2,140 records tracked 12-week audit visibility 4-category retention status
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Deserves a Dashboard.
These examples represent the kinds of problems I solve every day. Let's talk about yours.