Advisor Tracker

Built a comprehensive activity tracking system for financial advisors at CREATIVE Financial Group. The dual-storage architecture uses Azure Table Storage as the primary data layer with SQLite as a secondary store. The advisor dashboard tracks weekly activities — dials, meetings, cases — against personalized goals, while the manager dashboard aggregates data for YTD analytics and performance comparison. Auth0 integration provides role-based access control.

A dual-dashboard application: advisors see their weekly goal progress, dial breakdowns by type (business owners, natural market, referrals), and marketing points accumulation. Managers get a bird's-eye view with YTD analytics, conversion ratios, and team performance metrics. Includes PDF report generation via Puppeteer and Excel schedule uploads.