Software & SaaS Professional Services Reporting & Dashboards Data Extraction & Scraping

Generate weekly executive briefing from CRM and support data

Weekly executive briefing generated and emailed to the leadership team. The briefing covered 18 active accounts: 12 healthy (green), 4 needing attention (yellow), and 2 at risk (red). Key highlights include 3 overdue check-ins (Maria Chen at Lumina Fitness, Jake Torres - PeakForm), a 23% increase in API-related Zendesk tickets with 4.2hr avg resolution time, and 2 sales pipeline accounts with new notes from the past week. Recommended actions included drafting a tech note on the new integration endpoint and scheduling urgent follow-ups with at-risk accounts.

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