Problem
Altair Global, a Dallas-based mobility provider, struggled to get quarterly and year-to-date metrics in front of its Board of Directors. Every meeting meant a stressful two-week scramble to gather, compile, and present the numbers, and it was getting in the way of clear communication and decision-making.
Action
As Altair's Salesforce Administrator and Business Analyst, I sat down with the stakeholders who actually used these numbers to find out what the Board needed to see and why, then built a custom Salesforce dashboard with the charts and metrics that mattered, live and on demand, so nobody had to compile anything by hand before a meeting again.
Result
The two-week scramble before every Board meeting is gone. The dashboard gives leadership real-time data whenever they need it, and the Board now gets a clear, consistent view of the company's performance instead of a rushed presentation stitched together the week before.
The work
Altair Global
