Organization Personas Dashboard
Turning 2M Bookings Into Commercial Decisions
2M+
Booking Records
19
Modules
15-20
Daily Users
Bottom Line
Built the commercial intelligence brain of IOL World — a 19-module platform that turned weeks of guesswork into one-click decisions for 15-20 daily users.
Situation
IOL World manages 400+ B2B client companies. Without a structured view of their behaviour, performance, and potential, the commercial team was operating on intuition. Client onboarding, source optimization, churn risk, account manager accountability — all managed through manual SQL queries and gut feel.
Challenge
Build a single platform that gives the entire commercial team — sales, account management, and compliance — the intelligence they need to make faster, better decisions about every client relationship.
Action
I designed and built a 19-module Streamlit intelligence platform running on a nightly-refreshed pipeline from 2M+ booking records. The platform includes 6-cluster persona profiling with radar charts, an 8-dimension Source Matcher scoring engine, RFM health scoring with churn tracking, KAM performance dashboards with peer-normalised views, BRG compliance monitoring, and a full Organization 360 per client.
Result
Partner optimization moved from weeks of hit-and-trial to a single click. Every new client onboarding decision is now driven by scored recommendations. Management has full transparent visibility into KAM performance for the first time. 15-20 people use the platform daily to monitor partner health, identify at-risk clients, and decide which sources to open or shut down.