The Client
IvyStone, a long-established wholesale sales and marketing agency that curates and distributes a wide range of gift, home, garden, fragrance, fashion, and seasonal products from over 85 brands to independent and national retail accounts. The company needed reporting that could serve both corporate leadership and individual sales teams without building hundreds of separate dashboards.
The Project
VisionWrights built reporting for multi-tier sales visibility — designed for both corporate and sales team use. The solution needed to allow users to see only the data they have permission to access, without building hundreds of individual dashboards. Row-level security was implemented so that a single reporting solution could serve the entire organization while respecting data access boundaries.
The approach eliminated dashboard sprawl — a common problem in organizations where each team or territory gets its own set of reports. Instead, one well-designed solution adapts to the viewer, showing the right data to the right people automatically.
The Result
IvyStone now has a single source of truth that allows leadership and sales teams to track performance and adjust promotions, tactics, and strategy in real-time. The row-level security approach eliminated the need for hundreds of individual dashboards while ensuring every user sees exactly the data relevant to their role.
- ✓Single source of truth for the entire sales organization
- ✓Row-level security eliminates the need for per-team dashboards
- ✓Real-time visibility into promotions, tactics, and strategy performance
- ✓Leadership and field teams served by the same solution