Ian Steven AI Adoption iansteven.ai

Work

Tried by a real sales team

Sales reporting people actually read.

Kestrel is a sales reporting tool I designed and built for a power company, and its sales team tried it with real reps. Reps speak a two-minute voice check-in, leadership gets one clear dashboard, and the numbers stay tied to Salesforce instead of being re-keyed into slides. The company's name stays confidential.

Read the story See the screens
The problem

Reports nobody read, written by people who hated writing them.

The sales team at a power company was assembling complicated PowerPoint updates and emailing them up the chain. The decks arrived late, read badly, and broke formatting every week. Leadership stopped reading them, and once reps noticed, they stopped putting effort in. Both sides lost sight of live projects.

The fix wasn't more reporting discipline. It was making the report easy to file and worth reading. The name comes from North America's smallest falcon: it hovers, watches, and doesn't waste a move. That was the spec.

  1. Reps talk instead of type. A two-minute voice check-in with an AI agent replaces the weekly deck. The transcript becomes the update.
  2. Numbers come from the system. Kestrel pulls the figures from Salesforce and the team's slides, so nobody re-keys totals.
  3. Leadership gets one view. An executive hub compares reps and projects side by side, with an AI-drafted weekly brief that links back to its sources.
The screens

A working tool, not a slide deck.

Every screen below is a real screenshot of Kestrel. To protect the client, they show realistic sample data instead of the company's numbers. Open any image to see it full size.

Kestrel executive hub comparing five sales reps side by side with closed-won and pipeline figures
Executive hub. Five reps side by side: closed-won, pipeline, top opportunity, and each rep's own words.
Kestrel landing page with separate entry points for sales reps and executives
Two paths. Reps file updates. Executives read them.
Kestrel voice check-in screen for a sales representative
Voice check-in. A rep talks for two minutes. Kestrel structures it into the report.
Kestrel rep workspace showing sample metrics and multiple filing methods
Rep workspace. Salesforce-shaped sample figures, and a few ways to file: voice, form, or a quick note.
Kestrel trends view with closed-won and pipeline charts over time
Trends. Closed-won and pipeline over time, at a glance.
Engraved field-guide illustration of an American kestrel
Falco sparverius
North America's smallest falcon
The honest part

What is real, and what is sample data.

Kestrel was built for a real sales team at a power company, and their reps used it. The company's name and numbers stay confidential, so the screens on this page run on realistic sample data instead.

You should always know exactly what you are looking at.

For your IT person

The part an IT team will want to vet.

Built with Next.js, React, and TypeScript, deployed on Vercel. Charts are hand-drawn SVG, with no heavyweight libraries to license or maintain.
The AI layer An OpenAI Realtime voice agent runs the check-ins. A language model drafts the weekly brief. Both are thin, clearly labeled, and checked against the data.
For a full rollout A live Salesforce API, a managed Postgres database, Microsoft Entra sign-in, and AI moved in-tenant through Azure OpenAI with contractual data-retention controls.
What Kestrel says about the work: the problem was not a lack of data. It was reports nobody read. The build is the smallest thing that fixes that, and this page is plain about what you are looking at.
Free 30-minute call

Have a report nobody reads?

A report nobody reads, a process nobody loves, a tool nobody uses. Tell me about it and we'll see if a small build fixes it.

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Or email ian@iansteven.ai.

Ian Steven | iansteven.ai