Case Study 01 · Sales Operations
A real-time operations dashboard that eliminated 15–20 minutes of daily manual admin by centralising Calendly bookings and Aircall call logs across 6 coaches into a single live view.
The Problem
The sales team had no centralised view of daily consultation bookings across their coaching staff. With 6 separate Calendly accounts, managers had to log in to each one individually just to understand daily volume — and even then, there was no way to verify whether booked calls were actually completed.
Coaches self-reported their call activity at end of day with no automated verification. Missed consultations went unnoticed until it was too late to intervene, and managers were spending 15–20 minutes every morning cross-referencing Calendly with Aircall call logs by hand.
Before
After
How It Works
The system reads Calendly notification emails from a shared Gmail inbox, extracts booking data, and cross-references against Aircall call logs — all in the browser, with no backend server required.
A parent books a consultation through a coach's Calendly link. A confirmation email lands in the shared sales@gmail inbox automatically.
The dashboard authenticates via Google OAuth 2.0 and searches for emails from [email protected]. Emails are fetched in batches of 10 to avoid rate limits.
Subject lines are parsed for parent name, time, and date. The email body is parsed for "Hi [name]" to auto-detect which coach owns the booking.
Full email bodies are fetched in a second pass to extract phone numbers. These are matched against the day's Aircall call logs via a Cloudflare Worker proxy.
Each booking card displays one of four statuses: Called, Not Called, Short Call, or Checking — updating progressively as data loads.
Key Features
The dashboard was designed to be opened once each morning and give an immediate, complete picture with no interaction required.
Day & Week Views
Toggle between individual booking cards (day) and a weekly grid showing booking counts and completion rates per coach.
Smart Navigation
Yesterday / Today / Tomorrow quick buttons with arrow navigation and a date picker for historical lookups.
Cancellation Tracking
Cancelled bookings are automatically detected from Calendly cancellation emails and displayed with a distinct visual indicator.
Technical Stack
Every component runs on free-tier services. There is no server to manage, no database to provision, and no monthly bill.
| Component | Technology | Purpose | Cost |
|---|---|---|---|
| Frontend | React 18 + Vite 5 | Dashboard UI, booking cards, week/day views | Free |
| Hosting | Cloudflare Pages | Free CDN, auto-deploy from GitHub | Free |
| Auth | Google OAuth 2.0 | Gmail API read-only access via GSI | Free |
| Email Data | Gmail API | Fetch and parse Calendly notification emails | Free |
| Call Data | Aircall REST API | Cross-reference call logs by phone number | Existing |
| CORS Proxy | Cloudflare Worker | Secure browser-safe proxy for Aircall requests | Free |
The Product
Screenshots of the live dashboard used daily by the sales team.
Result
Management went from logging into 6 separate accounts and manually cross-referencing call logs every morning, to opening a single URL and seeing the complete picture in under 5 seconds. Missed consultations are now visible immediately — not discovered at end of day.
The tool was built and deployed in a single afternoon by someone with a marketing background and no traditional programming experience, using Claude AI for code generation.