ProblemA busy agent’s seven years of sales were scattered across dozens of agency PDF reports — no single view of who bought, when, or where.
What was builtCollated every sale across seven years from the agency PDFs, stripped the duplicates, and built an anniversary planner: buyer anniversaries as a clear month-by-month list rather than a hard-to-read calendar, each with distance from base and distance to the nearest other properties.
\ ResultGift drop-offs now planned by proximity to save fuel between addresses — and the whole year visible at a glance, so gifts get bulk-bought in advance. Less driving, less spent.