As the brokerage scaled across multiple regions and departments, leadership faced a "data silo" problem. Critical information regarding agent retention, lead conversion, and staff workload was scattered across various objects and third-party tools. Without a centralized reporting layer, it was difficult to identify "at-risk" agents before they offboarded, track the ROI of recruitment efforts, or monitor the efficiency of the relocation and project management teams. The business required a unified "Command Center" to transition from reactive management to proactive, data-driven decision-making.

I architected a sophisticated reporting ecosystem that aggregates data from every corner of the Salesforce platform into specialized, persona-based dashboards. By leveraging custom report types, trend-tracking snapshots, and Platform Events for real-time web activity, I built a system that surfaces the most critical KPIs for each department. This solution enables the leadership team to monitor the entire lifecycle of a lead—from the initial web click to the final commission split—while simultaneously tracking staff capacity and project bottlenecks in a single interface.