Case study
What needed to work better.
Sales, activity coordination and operational management share one workspace.
01ProDrive’s operational workspace
Alongside customers and leads, DANA brings together the calendar, tasks, deals awaiting scheduling, licences and insurance, track approval, races and crews. The dashboard combines a management overview with tasks that need attention.
02Previously documented workflows and connections
Documentation covers leads, follow-up, expiring vouchers, customer coordination history and voucher-lead closure subject to completed activities and eligibility rules. Morning supplies payment status, while Google Drive folders organise internal material.
03Scope of this presentation
The active-area inventory follows the system menu and the update supplied with the captures. The dashboard is AI-edited for privacy: names, tasks, dates and business data are replaced with demo content. Customer photo sharing is an explicit action; automated renewal emails and an autonomous WhatsApp agent are not presented as delivered capabilities.