Project 2.3

Multi-Company Sales Management App

An app where sales teams log client meetings and track weekly KPI targets, with automated weekly Excel reports to managers and midweek target alerts.

Video 1Highlight (38 s).Logging a meeting, the weekly target moving, team progress, the read-only coordinator view, user management and the four company themes.

Stack: Power Apps, Dataverse, Power Automate
Role: App, role-based access, company themes, automated reports

companies in production: 4
sales meeting reports logged: 240+

1Walkthrough and screens

Video 2Full walkthrough (3 min 52 s).The four roles in turn, then the theme changing with the company. The new-report notification is simulated in this demo.

Meetledger dashboard in the green Velmora Freight theme, signed in as an administrator. A filter bar sits above six key-figure cards; the first shows 78 total meetings for 11 to 16 October 2026, up 9 on last week, and the others count new, existing, follow-up, partner and vendor meetings. The Daily Meetings list starts below. — Fig. 1Dashboard across all companies.The administrator's week across all four companies: total meetings, one card per customer type and the day's meetings.

Dashboard signed in as a salesperson. Two green cards read "My Meeting Target 6 / 7, 86%, 1 meeting remaining, On pace" and "My New Customers Target 1 / 1, Target achieved"; four smaller cards count existing, follow-up, partner and vendor meetings. — Fig. 2Salesperson dashboard with weekly targets.Personal weekly targets for meetings and new customers, with progress and pace.

Sales Meeting Reports screen with the salesperson's own report list on the left and the "Add sales report" form on the right. Customer type is Follow-up and a list of four matching customer names is open under the customer name field. — Fig. 3Logging a meeting report.Adding a follow-up meeting: the customer is picked by typing and the app fills in the contact.

All Reports list showing 12 reports for one salesperson from 5 October 2026, grouped under Today, Yesterday and This week. The details panel shows meeting date, customer type, customer, contact, minutes and owner, with Edit and Delete buttons. — Fig. 4Reports list with filters.A manager's list filtered by salesperson and date, with the selected report beside it.

Weekly KPIs screen with the "This week" preset and every status shown. Five target rows each have a name, two progress bars, the date range 12 to 16 October 2026 and a status chip, "Achieved" or "In Progress", with the labels "On pace" or "Behind by 3" and Edit and Deactivate buttons. — Fig. 5Weekly KPI targets and team progress.Each team member's weekly target, with progress for meetings and new customers.

Sales Meeting Reports filtered to one salesperson from 12 to 16 October 2026 with six reports listed. The first report is selected and its details are shown on the right. — Fig. 6Drill-through from a KPI to its meetings.Clicking a target opens the meetings behind the number.

Lower part of the dashboard for a sales manager. A Daily Meetings table lists today's meetings with customer, contact and salesperson; below it a "Meetings by Salesperson" list shows a stacked bar per person, next to a green "Sales Activity" card with a ring reading 20% new customers. — Fig. 7Manager's team view.Limited to the manager's own team: today's meetings, meetings per salesperson and the share held with new customers.

Sales Meeting Reports in the violet Quillon Labs theme, signed in as a sales coordinator. The list counts 440 reports, one report is selected, and the details panel offers only a Close button. The sidebar lists Home, Sales Meeting Reports and Weekly KPIs. — Fig. 8Coordinator: read-only access.The coordinator sees every company's reports, with no Add, Edit or Delete controls.

User Management screen with 23 users in a table. Each row has a name and email address, a role chip, a company, an Active status, a meeting count with a small bar and an Edit button. An "Add new user" button is at the top right. — Fig. 9User management.Role, company, status and meeting count for every user.

"Edit user" dialog over the blurred user list, with the fields Name, Email, Role (Sales Person), Company (Velmora Freight), Reports to (a sales manager) and an Active switch, and the buttons Cancel and Save changes. — Fig. 10Editing a user.Sets the role, the company, the reporting manager and whether the account is active.

Dashboard in the amber Tavrik Packaging theme with a cube pattern in the sidebar, signed in as a sales manager. The layout of filters and key-figure cards is the same as in the green version; the first card shows 18 total meetings. — Fig. 11Company theme: Tavrik Packaging.The same dashboard in another company's colors, typeface, logo and artwork.

Lower part of the dashboard in the charcoal and yellow Nimbelle Software theme, signed in as a sales manager. A Daily Meetings table with four rows sits above a "Meetings by Salesperson" list with three people and a dark "Sales Activity" card with a ring reading 18% new customers. — Fig. 12Company theme: Nimbelle Software.A manager's team view in a third company theme.

2The problem

Sales teams in four companies log client meetings and work to weekly KPI targets. Their managers need a report every week and a signal on targets before the week ends.

3What I built

I built an app where sales teams log client meetings and track weekly KPI targets. It is in production across four companies, with 240+ sales meeting reports logged.

The screens show its code app version, in React and TypeScript, running locally.

4How it works

Stack. Power Apps, Dataverse and Power Automate.
Role-based access. Four roles, applied in the app.
One code base, four themes. Each company gets its own colors, typeface, logo and artwork.
Automation. A weekly Excel report to managers, and target alerts midweek.

5What it shows

Salesperson. Logs a meeting and sees weekly targets with progress and pace.
Sales manager. Sets targets, follows the team and drills from a KPI into its meetings.
Sales coordinator. Reads every company’s reports, with no add, edit or delete controls.
Administrator. Manages users, roles and reporting lines.