Valentina Akpan: Founder, Rellatech. Admin and technical virtual assistant for businesses and startups with teams.
The Starting Point
The organization needed clearer ways to monitor sales, membership, and sponsorship activity. Leadership was working across scattered reports and table-heavy dashboards that made it hard to see what mattered in one glance. They also had an Upwork management board that needed structure to track freelance activity more cleanly.
The first request was a sales pipeline and deal health dashboard. I built it with the standard pieces: total deal values, deals by pipeline stage, closed-won and closed-lost performance, win-rate reporting, deal velocity tracking, deals with missing information, and recent sales activity.
Once it was live, I reviewed the organization’s existing reporting system and realized the new dashboard would duplicate work already covered elsewhere. Rather than leaving a redundant board in place, I removed the sales-only dashboard and carried the useful reporting ideas into the established Membership and Sponsorship Dashboard.
What I Did
I redesigned the existing Membership and Sponsorship Dashboard to make it the single source of truth for 2026 opportunities. The underlying HubSpot reports stayed in place; I focused on how they were presented.
I removed table-heavy cards that forced the reader to scan rows of numbers. I simplified the overall layout so the eye would move naturally from high-level KPIs to trend charts and breakdowns. I made open, won, and lost opportunities easier to compare side by side.
The final dashboard contains seven summarized visuals and no large tables. It includes a sponsorship performance chart, membership opportunity value by last-contacted month, sponsorship open-pipeline trend for 2026, closed-won value by month, closed-lost value by month, a prominent open-pipeline value KPI, and a donut chart showing closed-lost deals by loss reason.
I also worked on the Upwork management board so freelance activity could be tracked alongside the core business dashboards. The goal was to keep operational boards in one place without letting the freelance tracker become a separate island of information.
What Went Into the Build
Sales pipeline and deal health dashboard
I built a broad overview dashboard covering total deal values, pipeline stages, closed-won and closed-lost performance, win-rate reporting, deal velocity, missing information flags, and recent sales activity.
Duplicate detection and consolidation
After reviewing the organization’s existing reporting, I found that the new sales dashboard would duplicate reporting already available elsewhere. I extracted the useful ideas and folded them into the Membership and Sponsorship Dashboard instead of leaving a redundant board in place.
Membership and sponsorship dashboard redesign
I rebuilt the existing dashboard to remove table-heavy cards, simplify the layout, and add visual reporting focused on 2026 opportunities. The underlying HubSpot reports stayed intact; only the dashboard presentation changed.
Sponsorship performance chart
A high-level visual overview of sponsorship opportunities and performance so the team can see the picture at a glance.
Membership opportunity value by last-contacted month
A view that shows the value of membership opportunities based on when they were last contacted, making it easier to spot engagement gaps and follow-up needs.
Sponsorship open-pipeline trend
A trend line showing how the value of open sponsorship opportunities changes over time, so the team can see whether the pipeline is growing or contracting.
Closed-won and closed-lost value by month
Monthly bar charts showing the value of won and lost deals separately, making strong periods and problem periods easier to identify.
Open-pipeline value KPI
A prominent total of active opportunities, excluding closed-won and closed-lost deals, so the team always knows the current working value.
Closed-lost deals by loss reason
A donut chart grouping unsuccessful deals by their recorded loss reason, making recurring barriers visible so the team can improve its approach.
Why It Matters
A dashboard that duplicates reporting is not just redundant. It wastes time, creates conflicting numbers, and trains the team to ignore the boards. By removing the overlapping sales dashboard and folding the useful parts into the Membership and Sponsorship Dashboard, I gave the organization one clean place to look.
The redesigned dashboard is easier to scan, more visually consistent, and more useful for management discussions and pipeline reviews. The team can now see sponsorship health, membership engagement, open pipeline value, and loss reasons in a single view without wading through large tables.
A good dashboard is not a collection of every number you can show. It is the smallest set of visuals that tells the truth about the business.
Tools and Skills Used
HubSpot dashboard design, CRM reporting, sales pipeline reporting, membership and sponsorship reporting, KPI visualization, trend analysis, win-rate analysis, deal velocity tracking, Upwork board management, operational reporting, and data presentation.
Who This Is For
This case study is worth reading if you are:
- ●Running a HubSpot instance with multiple dashboards that may overlap or duplicate each other
- ●Struggling with table-heavy dashboards that make it hard to see the bigger picture
- ●Needing membership and sponsorship reporting that is easier to review in leadership meetings
- ●Looking for someone who will consolidate existing reports rather than build yet another board
Work with Rellatech
I build and clean up dashboards in HubSpot and other CRMs so leadership can see what matters without drowning in tables. If your dashboards have grown into a mess of overlapping reports, or if your team needs a cleaner view of sales, membership, or sponsorship performance, a short call is the fastest way to see whether I can help.
Contact Me