J2R Solutions

Internal Briefing

Training & Compliance Dashboard

Live Production View

Training Home Base →

The unified dashboard your team uses every day. Real Salesforce data, your own login. Combines all three phases' capabilities: KPIs, action items, universal compliance, vendor cert coverage.

Org compliance Overdue Expiring Universal coverage Vendor certs Throughput trend

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Salesforce

For colleagues — the journey

How we built it: three phases

Each phase is a layer of capability. Phase 1 ships in days, Phase 2 builds the catalog the rest depends on, Phase 3 adds compliance & risk reporting. The "Steps to ship" section in each gives the implementation team a checklist.

Phase 1 3–5 days

Day-One View

KPIs from current Training__c plus 2 new fields. What's overdue, what's expiring, throughput trend.

Phase 2 1–2 weeks

Training Catalog

New Training_Program__c object. Decouples "the catalog" from "who took it."

Phase 3 2–3 weeks

Compliance & Risk

Org compliance %, vendor cert coverage by employee, expiring forecast.

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