Our Work
Stock Procurement Dashboard
The same installer had stock data in Google Sheets, committed jobs in HubSpot, and warehouse movements in a scanner app — none of them talking to each other. We connected all three into a live procurement dashboard that tells the team exactly what to order and when.
At a glance
| Before | After | |
|---|---|---|
| Source of procurement decisions | Manual reconciliation across CRM, sheets, and memory | Single dashboard — live, filterable, always current |
| Risk of missed or duplicate orders | Regular | Eliminated |
| Time to prepare for procurement | 30–60 mins across systems | Under 5 minutes |
| Link between pipeline and buying | Informal, person-dependent | Explicit — HubSpot drives the shortfall view |
The numbers
The Challenge
The business knew what was physically on the shelf — they'd built a scanner app that tracked stock movement across the warehouse. But they couldn't easily answer: what do we actually need to order for upcoming jobs?
The answer lived across three places. Committed jobs in HubSpot. Stock quantities in a Google Sheet. The gap between the two lived in someone's head, reconstructed manually before every procurement conversation. Easy to lag behind deal changes. Easy to miss a line item.
What We Did
We built a Stock Purchase and Planning Dashboard connecting HubSpot, Google Sheets, and the warehouse's existing scanner workflow. Stock required pulls live from HubSpot deals in the relevant pipelines. Stock on hand pulls live from Google Sheets. Stock to buy shows the gap — broken out by product type so shortfalls are visible at a glance.
The scanner continues to track physical movement. The dashboard tells you what needs to arrive to cover committed work. Same data sources — connected properly for the first time.
The Outcome
Time to prepare for a procurement conversation dropped from 30–60 minutes to under 5. The risk of missed or duplicate orders — previously a regular occurrence as deal changes lagged behind buying decisions — was eliminated.
Procurement decisions that used to require a person doing detective work across three systems now take a look at one screen. The team plans against real numbers instead of tribal knowledge, and the whole thing scales as the pipeline grows without anyone working harder to maintain it.
Screenshots