← CasesPublished dashboard · implementation continues

Bring sales and marketing data together without losing source meaning

Built a dashboard that keeps CRM facts, observed touches and advertising credit distinct, with explicit data-quality gaps.

Dashboard acceptance does not establish payment, a new Purchase flow or a client-host transfer.

Evidence as of: 2026-10-13
Diagram: CRM facts, observed touches and platform credit retain separate sources and quality states before reporting.
Model diagram based on verification dated 13 October 2026. No client amounts or identifiers; this is not a dashboard screenshot.
00

Role of [NERD-METHOD]

Data and quality model, reporting interface, aggregate delivery, publication verification and a technical package for the client team.

01

The original task

For a Ukrainian ecommerce project, CRM orders, website events and advertising reports described different parts of the customer journey. The task was to create a shared report for comparing these sources while showing which conclusions had evidence. The European store remains a separate scope.

02

How we structured the data

CRM financial facts, observed touches and advertising-platform or model credit were separated. Each dataset has its own period and quality state. A missing source, a stale snapshot and an observed zero are distinct; browser/server event counts are not presented as unique paid orders.

03

What we implemented

A reporting interface covering channels, attribution models, intersections, journeys and CRM, with date ranges retained in the URL. Aggregates arrive through the regular server cycle. Diagnostics remain in the technical report and quality source, keeping the client screen readable for business analysis.

04

What was verified

On 13 October 2026, the published report was checked independently of its build. Verification covered scheduled data delivery, report sections, 7/30/90-day ranges, saved widget settings and CSV downloads. The final screen was readable on desktop and mobile without horizontal scrolling.

05

What the evidence covers

This is dated evidence of the reporting product. Installation of the full client-side package, financial-database transfer, a new Purchase flow based on confirmed orders and readiness of the advertising destination are still unaccepted. The dashboard does not establish attribution for every order, complete historical coverage or revenue growth.

06

What we prepared for continuation

Ukrainian instructions and a developer package, source rules and concrete verification scenarios for the website, CRM and event receiver. The business team gets a readable report with clear data boundaries. Further integrations require their own checks of the working journey.

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