Context
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.
Our work
Previously 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.
What it brings together
The areas of work gathered in the DANA workspace.
Customers and sales
- Leads
- Customers
- Contacts
- Companies
Scheduling and daily work
- Calendar
- Tasks
- Links
- Deals awaiting scheduling
Documents and approvals
- Licences and insurance
- Important documents
- Track approval
Track and race operations
- Track
- Races
- Race crew
Management and oversight
- Dashboard
- Finance
- Users
Intake and system connections
- Landing pages
- Integrations
How the process looks
Before
- A lead stays in the thread it arrived in
- Status depends on who remembers
- The next action lives in a separate table
With the system
- Lead
- Quotation
- Voucher
- Activity scheduling
Scope boundary
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.