Custom Reporting App for a Lifestyle Coaching Business
We built a custom reporting application to track employee productivity and client health, replacing disconnected spreadsheets with a single source of truth.
The challenge
The coaching business had grown to a team of 15+ coaches, but leadership had no clear picture of team performance or client outcomes. Productivity was tracked in one spreadsheet, client check-ins in another, and revenue in a third. Weekly reporting took a full day of manual compilation, and by the time the numbers were ready, they were already outdated.
Our approach
Interviewed the leadership team and coaches to understand what metrics actually drove decisions — not just what was being tracked out of habit.
Designed a unified data model that connected employee activity, client touchpoints, and revenue into a single system.
Built a custom web application with role-based dashboards: leadership sees team performance and trends, coaches see their own metrics and client health scores.
Integrated with existing tools (calendar, billing, intake forms) so data flows in automatically — no manual entry required from coaches.
The result
Leadership now has real-time visibility into team performance and client health. Weekly reporting that took a full day is now automatic and always current.