Case study Dealsight
Weekly reports that shouldn't have been a job
A property business partnered with developers on exclusive projects and owed each of them weekly sales reporting. The answer had been a dedicated CRM account per developer. too complex for the developer, too expensive for the business, and still requiring someone to assemble the numbers by hand.
Services Dashboard engineering & CRM integration
Category Developer-facing data platform
Client DealSight
Stack Next.js · Supabase · Zoho CRM · Serverless functions
DealSight
The problem
The reporting was manual and the licences were wasted.
A full CRM seat is the wrong shape for someone who needs four numbers and a chart.
✓A CRM account provisioned per developer, at CRM prices ✓The interface too complex for the audience it was given to ✓Weekly reports assembled by the technical team, by hand ✓Developers waiting days for data that already existed ✓Recurring provisioning work with every new partnership
What it was costing
✓Decisions delayed by the reporting cycle ✓Technical team burning hours on report assembly ✓Licence spend with no matching adoption ✓Partner experience defined by how long they waited
Our approach
Give them a portal, not a CRM seat
One purpose-built surface reading live from the CRM, showing each developer exactly their own project performance and nothing else.
✓Dedicated developer portal fed by real-time CRM data ✓Visual analytics tuned to the questions developers actually ask ✓Automated insights replacing hand-built weekly reports ✓Per-developer scoping so partners see only their own projects ✓No CRM seat required for any external user ✓Provisioning reduced to adding a project
Core capabilities
What it does now
Live project performance, on demand, with no report to write.
✓24/7 self-serve access to current performance data ✓Real-time synchronisation with the CRM ✓Automated insights and visual analytics ✓Per-partner data isolation ✓Zero recurring provisioning work ✓CRM licensing cost cut