Nuvolo Template Library

About the Customer

Nuvolo Connected Workplace is a modern, cloud-based IWMS that helps organizations manage the asset lifecycle across real estate, facilities, space, and workplace operations. Their platform brings workplace and asset data together to streamline processes, enhance employee experience, and support smarter, data-informed decisions.

Kirsten O’Steen is the Marketing Operations Manager at Nuvolo, based in Columbus, Ohio. Reporting into Global Operations, she bridges sales and marketing, owning the tech stack, data, and reporting that teams rely on.

Kirsten replaced a legacy attribution tool with HockeyStack and built Nuvolo’s SDR Leadership Dashboard, their single source of truth for activity, conversion, and pipeline performance.

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What Does this Dashboard Include?

Kirsten’s SDR Leadership Dashboard is designed to give a funnel view of SDR performance, from outreach activity through to qualified opportunities. Here’s what it measures, across different sections (metrics anonymized for privacy):

High-Level Conversion Metrics

SDR Activities by Rep

SDR Funnel Visualization

SDR Activities by Team

SDR Activities Week-over-Week

Funnel Progression

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What Insights Did Odin Surface?

While Kirsten mostly relies on dashboards, her team and cross functional partners look to Odin for quick answers. Instead of digging through reports, leaders can just ask Odin simple questions and get the context they need.

It saves Kirsten time and ensures everyone is looking at data that’s already been defined and agreed on. Here are some of the insights that Odin surfaces on a daily basis:

• Quick questions & context: Odin is handy when someone just needs clarity fast. Instead of scrolling through dashboards, sales or marketing leaders can ask it to explain a report or summarize what’s changed over time.
• Time saved through self-serve: By letting non-ops users answer their own questions, Odin cuts down on the one-off requests that would normally land on Kirsten’s plate. That means less manual reporting for her, and faster answers for everyone else.
• Enablement tool: Since Odin pulls from dashboards and reports Kirsten’s team already built, she trusts that the data Odin surfaces is accurate and consistent with their definitions.

“It is so nice to have Odin and know that the data it’s going to surface is coming from these reports and dashboards that we’ve already created.”

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Where Kirsten Relies on Odin vs. Nuvolo Dashboards

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How Were Those Insights Actioned?

• SDR Funnel Visibility: By flattening the SDR funnel — from conversations to meetings booked, meetings completed, and qualified opportunities — the team gained a single view of progression that was previously scattered across multiple tools.
• Drop-Off Identification: Clear visibility into where prospects fall off (e.g., between booking and actually completing meetings) helped SDR leaders decide whether to scale outreach volume or refine messaging during conversations.
• Targeted Training & Messaging: Insights into funnel conversion rates guided training efforts for SDRs and informed what type of language works best in early conversations.
• Marketing & Enablement Support: The ability to quickly spot weak points in the funnel opened the door for supplemental marketing content and enablement initiatives to keep prospects moving forward.

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Business Outcomes

The combined impact of SDR funnel dashboards and Odin insights led to:

• Streamlined reporting, eliminating spreadsheets and reducing reliance on manual processes
• Quicker decision-making, with leaders able to get instant answers without waiting on ops support
• Higher SDR effectiveness, as training efforts became more targeted and data-driven
• Stronger pipeline conversion, with better handoffs across funnel stages and fewer leads dropping off
• More strategic bandwidth, as operations shifted from reactive reporting to proactive optimization

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Full Dashboard