Back to portfolio
Payzer

Supplier Partner Dashboards

Director of Marketing / Client Growth, 2020-2022

This started with a business development question: how do we make our supplier partnerships more valuable for both sides? Our supplier partners, the distributors and manufacturers who referred contractors to our platform, had zero visibility into how those referrals were actually performing. Their reps visited contractors armed with anecdotes and historical sales data from their own systems, which meant every conversation started with “How's business going?” instead of anything actionable.

We had the data to change that, and the project landed on my desk because it sat at the intersection of marketing, product, and engineering. At the time, nobody else was standing in that intersection. I scoped the requirements by talking to supplier reps about what would actually change their behavior in the field (product thinking). I designed the metric hierarchy and storytelling framework that made the data legible to a non-technical audience (marketing thinking). And I built the Tableau dashboards myself, writing the queries, structuring the data models, and standing up the views (engineering execution). Market-level performance, drill-downs to individual contractors, coaching-ready insights on financing adoption, ticket size, equipment mix.

The customer value for suppliers was immediate: reps walked into meetings already knowing where a contractor was strong and where they were leaving money on the table. For our business, it turned a referral relationship into a data-driven partnership. For me, it was the project that made the career shift obvious. I wasn't doing marketing that happened to involve data. I was identifying user needs, building a product to serve them, and measuring whether it changed behavior. That's product management, and it's what I've been doing since.

New channel
First-ever data product for supplier partners, creating a new value proposition for the business
Market → individual
Drill-down from market trends to individual contractor performance
Consultative
Shifted supplier reps from anecdote-driven visits to data-informed coaching conversations
Supplier Partner View
SP
Southeast Regional Overview
Comfort Supply Co. - Q4 2021
Market
Contractors
Equipment
Total Sales
$4.2M
↑ 18% vs Q3
Avg Ticket
$6,840
↑ 6% vs Q3
Financing Rate
34%
↓ 2% vs Q3
Active Contractors
127
↑ 12 new
Monthly Sales Volume
Jul
Aug
Sep
Oct
Nov
Dec
Top Contractors
JH
Johnson HVAC
Charlotte, NC
$342K
YTD Sales
AC
Apex Comfort
Raleigh, NC
$298K
YTD Sales
SH
Summit Heating
Greenville, SC
$265K
YTD Sales
Coaching Opportunity
Apex Comfort's financing rate is 18%, well below the 34% market average. A conversation about financing options could unlock significant revenue for both the contractor and your territory.
1Market-level KPIs give supplier reps an instant read on territory health before any contractor visit.
2Contractor drill-down lets reps see individual performance and identify who needs attention.
3Coaching insights surface specific, actionable gaps (like low financing adoption) turning data into conversation starters.