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Project 01 · B2B SaaS · RevOps

SentinelSec Pipeline:
B2B Lead Intake & Routing

Automated lead management system eliminating manual data entry, scoring leads algorithmically, and surfacing SLA breach alerts in a 3-page Power BI executive dashboard.

StackPower BI · Zapier · Google Sheets · DAX
Roles targetedBI Analyst · RevOps Analyst · Sales Operations
TypeEnd-to-end automation + dashboard

The Problem

SentinelSec, a B2B SaaS cybersecurity company, was losing high-value enterprise opportunities to a broken intake process. Inbound leads were logged manually with no prioritization — a 5-person startup and a 500-person enterprise account sat in the same queue. Response times routinely exceeded the company's 24-hour SLA, and leadership had zero visibility into where the pipeline was breaking down.

In B2B sales, response speed correlates directly with conversion. Without a system to flag, score, and route leads automatically, SentinelSec was structurally guaranteed to keep losing deals to slow follow-up.

The Solution

A zero-touch data pipeline that removes manual entry entirely and layers in automated scoring, routing, and real-time monitoring.

📋 Google Forms Lead intake
Zapier Middleware routing
🗄️ Google Sheets Staging database
🧮 Scoring Engine Algorithm
📊 Power BI 3-page dashboard

The Scoring Algorithm

A multi-variable composite score capped at 100, built with nested IF/AND/REGEX logic evaluating four dimensions at intake:

SignalLogicPoints
FirmographicsCompany size tier (1-50 / 51-200 / 200+)60
IntentLength and detail of primary challenge response15
Domain AuthorityCorporate email vs. free providers15
TimingSubmitted during business hours10

Dashboard — 3 Pages

Page 1

Executive Overview

Total lead volume, pipeline conversion rates, company tier distribution, leads over time.

Page 2

Sales Ops / Response Time

Avg response time KPI, SLA breach count, color-coded breach queue, response time by company tier.

Page 3

Lead Quality / Scoring

Score distribution, avg score by tier, Top 10 priority queue sorted by conversion likelihood.

Executive Overview dashboard
Page 1 — Executive Overview
Sales Ops Response Time dashboard
Page 2 — Sales Ops / Response Time
Lead Quality Scoring dashboard
Page 3 — Lead Quality / Scoring

Business Impact

100% Manual data entry eliminated
Real-time Lead routing cycle time
10+ hrs Operational overhead saved weekly
Instant SLA breach visibility