Enabling Insights Across the Entire Sales Funnel
How a New Jersey home-care agency unified its leads, qualified, and closed data in Amazon Quick.
Customer Snapshot
The client is a licensed, insured nonprofit in-home health care agency based in Paterson, New Jersey, serving both private-pay and New Jersey Medicaid clients with skilled nursing, personal care, therapy, and companion services. The agency draws prospective clients from a mix of third-party lead vendors, an outsourced calling team, and direct inquiries, all funneling into a HubSpot deal pipeline. With its team stretched across intake, staffing, billing, and compliance, leadership turned to HiveTek to bring clarity to a sales funnel that had grown faster than the tools used to track it.
The Challenge
The agency generates leads from several disconnected sources — lead marketplaces such as AgingCare.com and Caring.com, an outsourced cold-calling team, and inbound web and referral inquiries. Each lived in its own portal. Once a prospect is engaged, qualification and closing are managed in HubSpot, but the data describing how a lead moved from first contact to qualified to signed was scattered across systems that did not talk to each other.
As a result, leadership had no single, trustworthy view of the funnel. There was no easy way to see how many leads arrived in a given period, how many were qualified, and how many actually converted to clients — let alone which lead sources were worth the spend. Reporting meant manually stitching together exports, and day-to-day or week-to-week performance questions went unanswered.
With lead-generation investment increasing, including a new outsourced calling partnership and an upcoming Google Ads campaign, the agency could not afford to keep flying blind. Building a clear, end-to-end view of the sales funnel became the first actionable outcome of the engagement.
What HiveTek Delivered
HiveTek consolidated the agency's fragmented top-of-funnel into a single Amazon Quick workspace, ingesting every lead source and pipeline stage so the team can finally see the whole funnel in one place. On that unified data, HiveTek delivered conversational and research agents, automated daily reporting, and a weekly analytics dashboard — giving the leads analytics team the visibility and tooling to understand and improve conversion at every stage.
Unified Funnel View in Amazon Quick
Every lead source and pipeline stage ingested into a single Amazon Quick workspace, replacing scattered vendor portals with one consolidated view of the funnel.
Conversational Leads Agent
A personal chat agent lets the leads analytics team interrogate funnel data in plain language and answer questions on the spot — no report-building required.
Sales Funnel Research Agent
A dedicated research agent helps the team explore best-practice approaches to improve funnel conversion, turning performance data into actionable strategies to win more deals.
Automated Daily Funnel Report
A scheduled Flow emails a daily funnel summary to the leads analytics team, so every morning starts with a clear pulse on the pipeline.
Weekly Funnel Dashboard
An interactive dashboard tracks the funnel week over week — total contacts, total qualified, total signed, and other visuals aligned to how the agency runs its pipeline.
Inside the Build
HiveTek delivered a sales-funnel analytics solution built on Amazon Quick Suite. Lead data from the agency's vendor portals, call centers, and web channels flows through the Sales Leads CRM (HubSpot) and is ingested into a centralized Amazon S3 knowledge base. A single workspace then becomes the source of truth for how the funnel is performing at every stage.
On that consolidated data, HiveTek built a Sales Funnel Analysis dataset and an interactive dashboard, a conversational chat agent and an AI research agent, and a scheduled Flow that emails a daily leads report. Amazon Quick Desktop was deployed with enterprise single sign-on through Microsoft Entra ID, so each authenticated user signs in with corporate Microsoft 365 credentials, and Space-level controls keep funnel data scoped to the right team.
Sales Funnel Analytics Reference Architecture
Results & Business Impact
Amazon Quick Suite gave the agency a single, trusted view of the funnel and the tooling to keep improving it:
AgingCare.com, Caring.com, call center, and web/referral leads consolidated into one Amazon Quick view of the entire funnel.
A scheduled Flow delivers a daily leads report; an interactive dashboard refreshes weekly across contacts, qualified, and signed.
The conversational leads agent answers funnel questions on demand, eliminating the wait for a hand-built report.
With every source tagged end-to-end, the agency can justify spend on vendors, outsourced calling, and the upcoming Google Ads campaign.
Amazon Quick Desktop uses corporate Microsoft 365 credentials, with Space-level controls scoping funnel data to the right team.
AWS Building Blocks
The Amazon Quick Suite and AWS components behind the agency's sales-funnel analytics solution.
Core / Compute
- •Amazon Quick Suite — cloud BI & agentic workspace hosting the knowledge base, datasets, dashboards, agents, and automated flows.
- •Amazon Quick Desktop — native desktop client with enterprise SSO for analysts.
- •Amazon S3 — centralized HubSpot knowledge base storing ingested leads data.
Data Sources & Ingestion
- •Lead sources: AgingCare.com, Caring.com, call centers, and web analytics.
- •Sales Leads CRM (HubSpot) captures the deal pipeline and syncs it into Amazon Quick.
- •Unified leads dataset — cleaned, structured leads data spanning the full funnel.
Analytics & Intelligence
- •Sales Funnel Analysis — funnel metrics, conversion rates, and trends.
- •Sales Funnel Dashboard — interactive dashboards & KPIs, refreshed weekly.
- •Chat & research agents — conversational funnel insights plus AI-powered research.
- •Daily Leads Report (Flow) — scheduled automation emailing daily funnel status.
Ops, Security & Delivery
- •Enterprise SSO (OIDC + PKCE) via Microsoft Entra ID, email-claim mapped to Amazon Quick users.
- •Authenticated access — only authorized internal users reach the workspace.
- •Space-level access control — each Space scoped to the appropriate team.
Ready to bring the same clarity to your own sales funnel? HiveTek helps mission-driven organizations turn fragmented data into a single, trustworthy view — with agents, dashboards, and automation on Amazon Quick Suite.
Talk to us about your analytics transformation →