Forecasting team resource
An eCommerce agency found it challenging to maintain a consistent project workflow — teams were either overworked or underutilised. Inefficient forecasting from the sales pipeline prevented effective, professional planning and resource allocation.
Project Overview
By integrating sales data from HubSpot with operational data from Jira, Harvest and Google Analytics, the agency developed an automated monthly management report. This unified system visualised client, project, and support contract performance — connecting estimates, delivery, workflow efficiency, and resource planning — resulting in more reliable completion dates, improved utilisation, and stronger, more professional client relationships.
