Case Study: LavaBox (Creating a Customized Business Dashboard)

New Zealand-based IT consultation company which provides Salesforce consultation and customization.

Project Brief

Customized Business Dashboard Creation

The objective of this project was to develop a customized business dashboard for Lavabox, providing comprehensive insights and data visualization to support strategic decision-making and operational efficiency.

Work Items Dashboard with customized functionalities. Visual representation of Work Item information, all in one place.

Work Items arrangements according to their Status. And specialized views and filters to analyze work items.

Automatically detect and notify new comments and emails. Also, the ability to remember filters selected for each user.

Fully customized Filters to view and sort data (Work items). Filters for admins to set overall user access to data, and filters for end-users, and ability to remember filters selected for each user.

Solution Delivered

We created a custom Dashboard having two different screens with the following features.

Customized Business Dashboard

Our team at CRM Services successfully delivered a tailored business dashboard solution that empowered Lavabox with actionable insights and real-time data visualization. Key components of the solution included:

Display work items and their attributes in Kanban and List view. And Drag-drop work items into the desired Status Lane in Kanban view, and the ability to switch between Kanban and List view.

Customized Master Filter and Quick Filters to determine which work items are to be displayed on the board.

Complete visibility of work items details in form of cards (Owner details, time remaining, notifications). List view of Work Items to display, filter, and sort records.

Scheduler to catch new comments and emails related to work items and display them on the cards.

Value Delivered

More visual info is available at one place which helps in effective decision making.

Boost efficiency and productivity of users by 60% (approx.). Faster and effective work allocation using Drag & Drop.

Ability to sort/view work items using desired filter criteria according to the requirement.

Low learning curve leading to 100% user adoption.