Dec 1, 2024
Data Visualization
Strategic Customer Journey Dashboard
Align cross-departmental metrics through a unified strategic dashboard
SQL
Metabase
Context
Each department used different data models and milestone definitions based on their own operations, leading to inconsistencies in key metrics such as customers in activation, installed MW, or pipeline progress.
For example, Operations considered a customer in-pipeline once the contract was signed, while Sales did so only after the Welcome Call—causing discrepancies even in reports to lenders.
Action
I conducted a cross-functional analysis to align definitions, service agreements, and key milestones across departments.
Based on that, I designed and built the Top Level Metrics dashboard, consolidating official Customer Journey metrics from prospecting to post-sales kickoff.
The dashboard tracks active systems, installed MW, cycle time, customers per stage, SLA alerts by department, and even contract termination metrics.
Result
The dashboard became the official source for strategic sessions, offering a unified view of progress against OKRs.
It also enabled actionable insights with cross-functional impact, helping teams detect opportunities and improve coordination.
Behind the screen
I’m Alonso, but people call me Alo — curious by nature, strategic by instinct. I like asking better questions, solving real problems, and building stuff that actually helps.
Not a fan of busywork
— I’m all about clarity, good systems, and tiny details that make things just… work.
Right now, I’m focused on working smarter, learning fast, and creating value where it matters most.
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