Work | TriLumen Systems

Interactive demo · BI reporting

Sales Ops · Fieldstone Markets

Region to store to associate to ticket, with a traffic funnel and category mix on one board leadership can actually drill.

Open full screen →

The drill ends at the ticket. Nobody has to ask where a number came from.
Every KPI shows last year beside it. Leadership reads direction first, detail second.
One scoreboard, ranked. Stores and associates see where they stand without a meeting.

Fieldstone Markets Sales Ops board preview

Open interactive demo →

Interactive demo · Workflow automation

POS · Books Sync

Brightwell Mercantile: Square, QuickBooks, and Excel finally on the same page.

Problem: Nightly re-key, unmatched deposits, and sheet drift at month-end.
What we built: Before/After board with a nightly sync job log and exception drawer.
Result: Books close in days, not a scramble.

↓ 96%hours re-keyed / week · sample board

Open interactive demo → Interactive demo · Repair ops

Maintenance · Repair Ops

Alder Ridge Precision: downtime from mobile form to pick ticket or draft PO.

Problem: Downtime tickets lived in chat threads and tribal memory.
What we built: After-style board: open tickets, approval queue over $1,500, MTTR trend.
Result: Repair path is visible, escalations carry $/hr context.

↓ 41%mean time to repair · sample board

Open interactive demo →

How these get built

Worked example: Brightwell Mercantile, Square to QuickBooks to Excel.

Inputs

A Square sales export, the QuickBooks deposits, and the Excel master someone keeps by hand. We map all three before building anything.

Logic

Match each deposit to its Square batch, flag duplicate SKUs and customers, and re-run overnight. Anything that does not match becomes an exception.

The board

One exception queue, highest severity first, beside the job log. Training is included so it does not become another ignored tab.

Dashboard Gallery

Six boards, grouped by the question they answer. Different shapes on purpose. Click a thumb to enlarge.

Which tech needs a second visit?

Ironvale Mechanical · Table

Ranked technicians by first-time fix, second visits, parts misses, and travel. High-risk rows flagged in amber.

Where are chairs sitting empty?

Mosswood Dental · Heatmap

Chair by hour occupancy. Darker purple is fuller. Amber cells mark overbook risk.

Where does the pipeline stall?

Northglass Solar · Funnel

Lead to install funnel with the biggest drop called out. Stall reasons ranked beside it.

What led up to the downtime?

Pinetop Fabrication · Timeline

Operator form to close, with schedule flag and PO approval highlighted when money or capacity is on the line.

Are we ahead of last year?

Copperfinch Outfitters · KPI + sparklines

Six KPIs with sparklines and a daypart CY vs LY read. Conversion is the amber flag.

Which deposits did not match?

Riverbend Mercantile · Exception queue

Nightly POS to books exceptions beside the job log. High-severity unmatched deposit first.

Want a board like this for your data?

Tell us what is messy. We will sketch the board and the path to get there, without a slide deck marathon.

Book a Free Strategy Call

Selected Work