Just shipped a BI dashboard for XXXM Consultants — took their 5 scattered Smartsheets and put everything in one place. Sharing the breakdown because this is the template I'm running for every consulting firm with the same problem. What it is: One dashboard pulling from 7 Smartsheets: Leads, Employees, Invoices across two entities and multiple years. Syncs every morning at 8am. No manual work after launch. Why they needed it: Their team was stuck in spreadsheet hell. Sales reps couldn't tell which deals were due. HR had to dig for performance history. Finance was manually converting INR to USD on invoices. Client info lived in three different places. Every decision took hours. They just needed one place where everything was there. Here's what it does: HR Employee profiles: role, department, location, certifications, promotion history. Performance reviews from both appraiser and self-review. Salary growth tracked year over year. Recruitment pipeline shows the flow from applied - shortlisted - hired. Current Work tab shows who's assigned to which client, linked back to their profile. Sales Their entire pipeline from 8 stages (New Lead through Closed Won/Lost). Color-coded by stage using their brand colors. Shows deal value, win probability, next follow-up. Sorted so reps see urgent deals first instead of scrolling through closed ones. Clients Every client's Active/Not Active status updates automatically. It checks three signals: a won deal, an invoice this year, or a renewal coming up. No manual updates. It just works. SOW tracking shows services cost, effort, what you're delivering. Client timeline shows the journey: lead - won - invoiced - expanded - renewed. Team tab shows who's actually working on each client. Finance Revenue in USD and INR across both entities. Fiscal year breakdowns (Apr–Mar) with year-over-year growth. Revenue by client, by service. FY26-27 projections next to actual numbers so they can actually plan. as well add some ss of work for better understanding!!