Case Study

Dashboards for Caseload

Adding tracking to pawnshops footfall to manage marketing efforts success at increasing in store purchases and pawns.

My Part.

Task: Create a dashboard for Attorney Caseload

Phase 1: Collect needed data from internal systems

Phase 2: Organize and load data into Google Sheets, create function to create needed table

Phase 3: Create a dashboard to visualize the processed data

ICE Score.

Impact: 6

Confidence: 5

Ease: 6

ICE Score: 180

Cadiz City Hall - Cadiz, Andalusia, Spain

01.

Situation:

It is imperative that marketing money is moved to specific geographic regions to give specific attorneys, at specific offices a full case load. or to stop the inflow of clients to overworked offices/attorneys. The issue is that cases open and close all times.

02.

Hypothesis

Using available data (from law firm systems) along with Google Sheets, a dashboard could be automated to show caseload. This caseload could be pre-built and easy updated by copying and pasting data to a referenced sheet.

african american attorney, lawyers discussing contract or busine

03.

Implementation

Data gathered from law firm software is uploaded into Sheets and with some savvy formulas, a dashboard was created.

Results

Outcome

Now marketing can see weekly how many offices have full cases loads, or need extra cases.

Testmonial

“Using the door counters have been one of the best metrics that we have implemented at our pawnshops. With this traffic information we were able to improve our marketing efforts and increase our foot traffic” – Julio, Store Manager