Sales Tool
A custom sales management tool for distributed teams. Role-based dashboards, real-time performance tracking, and integration with existing order systems.
What's Inside
A set of modules built around how a sales team actually works.
Sales Reports & Analytics
Revenue, contribution margin, and product performance tracked per salesperson and across the team. Reports pull from both the historical archive and the live order system, so nothing falls through the cracks.
Leaderboard & Performance Tracking
A real-time leaderboard showing each salesperson's revenue, order count, and contribution margin. Managers see the full team picture. Each rep sees their own numbers and how they compare.
Customer & Order Management
Full customer records with complete order history, invoice tracking, product purchases, and notes. Salespeople manage their own accounts. Administrators can reassign customers across the team with a drag-and-drop interface.
The Background
When migrating to a new order management system, years of customer and sales history in the old system could not be cleanly moved across. Rather than losing access to that data or forcing a messy migration, we built a dedicated tool that preserved it in a structured, role-based interface, so the sales team could keep working without disruption.
How It Grew
The tool evolved in phases, each one driven by a real need rather than a roadmap drawn up at the start.
Data Preservation
Old system data was preserved in a clean, role-based interface. No messy migration and no data loss. The sales team kept access to years of customer and order history from day one.
Live Data Integration
As the new order management system matured, an API integration was built to pull live orders, invoices, customers, and product data into the same interface. Historical and current data, unified in one place.
A Full Sales Platform
Sales reports, a performance leaderboard, product analytics, customer assignment management, and health monitoring were added in turn, each one built when a real need surfaced rather than guessed at up front.
It continues to grow as the team's needs evolve.
Built to Last
Built on FastAPI and SvelteKit with a PostgreSQL database, deployed on a self-hosted server. Microsoft SSO handles authentication so the team logs in with existing company accounts. A health monitoring system tracks background workers and alerts when something breaks. Automated daily data fetching keeps everything current without manual intervention.
Projects
CNXION
Website design and development for CNXION, a customs technology company. Clean positioning, original content, and a maintainable stack built for the long run.