Dashboard updates on lead conversion and job completion rates

Purpose

1.1. Automate the real-time or scheduled updating of dashboards displaying metrics on lead conversions and completed air duct cleaning jobs.
1.2. Provide team members, management, and stakeholders with up-to-date visibility into sales and operational performance.
1.3. Support data-driven decisions, resource allocation, and continuous business improvement by ensuring analytics are accurate and refreshed without manual intervention.

Trigger Conditions

2.1. New lead is marked as converted in CRM or booking system.
2.2. A job status is updated to ‘complete’ in the scheduling/field service system.
2.3. Scheduled time interval reached (e.g., hourly, daily, or real-time event).
2.4. Manual trigger by admin or authorized user.

Platform variants

3.1. Salesforce
• Feature/Setting: Configure Outbound Message on Opportunity Stage Changed; connect to dashboard API.
• API: "Streaming API" for change events; connect trigger to BI system endpoint.

3.2. HubSpot
• Feature/Setting: Workflow webhook on Lead Status = “Converted”; send JSON to reporting service.
• API: "/crm/v3/objects/deals" webhook events.

3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow when Opportunity status changes; update Power BI dataset.
• API: “Update Dataset API” on Power BI.

3.4. Zoho CRM
• Feature/Setting: Workflow Rule for Lead/Deal Conversion; invoke webhook to BI platform.
• API: “webhooks” and Zoho Analytics connector.

3.5. Google Sheets
• Feature/Setting: Google Apps Script on cell/edit event; push updates to Data Studio dashboard.
• API: “Sheets API” and “Data Studio API”.

3.6. Airtable
• Feature/Setting: Script automation on status update; call REST API of BI platform.
• API: “Automations” → “Run Script” + outbound call.

3.7. ServiceTitan
• Feature/Setting: Workflow Rule on “Job Completed”; call reporting dashboard webhook.
• API: “Export API” or webhook settings.

3.8. Jobber
• Feature/Setting: Zapier integration on job status update; update dashboard feed.
• API: “Webhooks by Zapier” or Jobber API event subscription.

3.9. QuickBooks Online
• Feature/Setting: Event-based automation on Invoice/Payment received (signal job complete); trigger BI API.
• API: “Webhooks” or app automation event.

3.10. Xero
• Feature/Setting: Workflow for paid invoices; POST to analytics platform.
• API: “Xero Webhooks” for invoice status.

3.11. Power BI
• Feature/Setting: “Push Dataset” API for near-real-time refresh.
• API: “AddRows” and “Refresh Dataset” endpoints.

3.12. Tableau
• Feature/Setting: REST API call to refresh extract on job or lead change event.
• API: "/api//sites//tasks/extractRefreshes".

3.13. Google Data Studio (Looker Studio)
• Feature/Setting: Data connector refresh via Apps Script or webhook.
• API: Custom connector endpoint; trigger data fetch.

3.14. Klipfolio
• Feature/Setting: Push data to REST connector; schedule auto-refresh.
• API: “Klipfolio Data Source Push API”.

3.15. Databox
• Feature/Setting: Push update via REST; real-time metric update on lead/job event.
• API: “Databox Push API”.

3.16. Sisense
• Feature/Setting: Schedule or listener API call to refresh dashboards on event.
• API: “Dashboards API” and “Webhooks”.

3.17. Monday.com
• Feature/Setting: Automation on column status change; trigger webhook to BI system.
• API: “Webhooks” automation, “Boards API”.

3.18. Smartsheet
• Feature/Setting: Workflow on row status change; invoke dashboard service webhook.
• API: “Smartsheet Webhooks”.

3.19. Slack
• Feature/Setting: Zap/workflow on CRM notification; update Slack dashboard channel or external dashboard.
• API: “Incoming Webhooks” and “slack.dialog.open”.

3.20. Pipedrive
• Feature/Setting: Activity or deal stage changed; webhook to analytics dashboard.
• API: “Webhook Subscriptions” or “Deals API” event.

3.21. Freshsales
• Feature/Setting: Workflow automation for lead/job update; HTTP POST to BI service.
• API: “Workflow Webhooks”.

3.22. Notion
• Feature/Setting: Change database property; trigger integration update to analytics platform.
• API: “Database Update” webhook.

3.23. Asana
• Feature/Setting: Task completion triggers webhook; refresh statistics dashboard.
• API: “Webhook” event on task completed.

Benefits

4.1. Eliminates manual dashboard data entry; ensures accuracy and timeliness.
4.2. Enables immediate response to trends in sales or job performance.
4.3. Enhances transparency for operations and sales leadership.
4.4. Reduces operational lag, improving agility and service delivery.
4.5. Supports scalable growth by automating a frequently recurring process.