How hear.com replaced manual sales exports with a live performance dashboard
hear.com's South African sales team relied on manual exports from Salesforce into Google Sheets, inside a Notion workspace that had grown without structure. We built an automated Sales Advancement Framework that feeds live performance dashboards, then rebuilt the wider workspace function by function around one shared structure.
3 weeks to design and ship an automated Sales Advancement Framework
*6 team leads now work from the same dashboard*
hear.com is a hearing-care company helping people rediscover sound through expert-matched hearing aids. Behind the customer-facing brand is a busy South African sales operation: consultants, team leaders and managers in a high-volume, performance-driven team where advancement and commission are tied to clear monthly and quarterly thresholds. The systems behind it hadn't kept up.
What was going wrong
Consultant performance data lived in Salesforce. Using it meant exporting it into Google Sheets every month and quarter, with no central dashboard for managers and no self-service view for consultants. Working out who had crossed an advancement threshold, who qualified for commission or who was drifting towards a PIP meant digging through those exports by hand.
The Notion workspace had grown organically around that gap: team spaces multiplying, page structures inconsistent and navigation held together by memory. Managers like Maria had built good personal systems to cope, with consultant boards, coaching notes and red and green flags. Each one was structured differently and duplicated across boards, with no shared source of truth.
Treating it as an operations problem
hear.com committed to a proper data pipeline for sales performance, and to rebuilding the workspace around one structure every team could share. We kept Maria's structure and automated the repetitive work she'd been doing by hand.
How we built it
Matt led both projects.
Centralisation. The Sales Advancement Framework came first, built in about three weeks between February and March. An automated Google Apps Script pushes consultant data from Salesforce into Notion, so the numbers no longer depend on someone remembering to run an export. Projects and next actions now sit in central databases shared across functions.
Collaboration. We ran a structured recon of how every function actually worked, then consolidated most team spaces under Strategy & Ops, keeping People and Sales separate for privacy. Each function has one consistent home page.
Personalisation. Every consultant has their own page showing their current level, what the next level requires and their latest numbers. Managers each work from a personal dashboard of their own projects and next actions.
We rolled the workspace rebuild out function by function, so the team was never destabilised mid-quarter.
"He helped me untangle this massive web of information. My Notion setup is now structured, intuitive, and actually enjoyable to use."
Maria Ross, Sales Manager
What changed
Every consultant sees their own numbers without asking a manager. All six team leads work from the same dashboard, with advancement, commission, NPS and PIP thresholds defined in one place instead of six. Across the wider workspace, each function has one home page in place of the scattered spaces people used to navigate from memory.
"Matt was instrumental in bringing my vision for a sales advancement framework to life in Notion. He built a comprehensive sales hub, performance dashboards, and individual consultant pages that showcase current level, requirements, and next steps for advancement. His ability to translate complex ideas into intuitive, engaging, and visually appealing systems is exceptional. Beyond delivering a fantastic solution, he was collaborative throughout the process and shared valuable Notion knowledge along the way. I highly recommend Matt to anyone looking to build a powerful and well-designed Notion workspace."
Robyn Stone, People Manager
Running a high-performing team on spreadsheets and a workspace that's outgrown its structure? Talk to us about building a system your team can trust as it scales.
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