Pipeline & Profit Command
Target Audience: CRO, Director of Sales, Head of Product (Growth)
Core Value: Revenue Quality & Defensive Quoting
The Problem: Margin Erosion
Sales reps often quote based on "gut feel" or outdated price lists, unknowingly selling complex jobs at a loss. Additionally, successful past projects—critical marketing assets—are buried in unorganized folders, making them inaccessible during the closing phase.
The Solution: A Cost-Aware Revenue Engine
I architected a Pipeline & Profit Command Center that acts as a guardrail for revenue quality. It calculates Gross Profit in real-time before a quote can be sent. Additionally, an automated "Lookbook Generator" instantly converts historical production data into dynamic marketing assets.
The Commercial ROI
Guaranteed Profitability: Saved an estimated 10-15% in lost margin by blocking non-viable quotes at the source.
Zero-Friction Handoff: Structured quote data converts directly into Production Work Orders, eliminating data re-entry errors.
Shortened Sales Cycles: Reduced "Proof of Capability" phase from days to seconds via automated Lookbook generation.
Technical Architecture
Defensive Quoting Logic: Utilized React.useMemo to bind internal costPerUnit data to customer-facing line items, recalculating margins instantly as specs change.
Automated Lookbooks: Engineered a Lookbook Generator using @react-pdf/renderer that queries completed projects by attribute (e.g., "Navy Blue") to generate custom PDF marketing assets on the fly.
Multiplayer Pipeline: Implemented a drag-and-drop Kanban board using @dnd-kit and Firestore listeners, ensuring all stakeholders see pipeline changes instantly.