Package description

The Reporting & KPI Jumpstart is a short, sprint‑based engagement for existing Salesforce orgs where leaders don’t trust current reports or struggle to see key numbers like pipeline, conversion, or activity. It focuses on understanding what decisions need to be supported, then rebuilding a small but powerful set of reports and dashboards so the business finally has a “single version of the truth” for sales and service performance. The work is designed as a small, fixed‑price, foot‑in‑the‑door engagement that can stand alone or roll into ongoing monthly optimisation.

Package deliverables

Stakeholder session to define 5–10 priority KPIs and reporting questions. Design and build of 1–2 executive/manager dashboards (e.g., pipeline, conversion, activity, cases). Rebuild or creation of 5–10 key reports aligned to those KPIs. Light clean‑up of report folders, naming, and basic report types for clarity. Short “how to use your new dashboards” video or quick‑guide for managers.

Expected project completion timeline

1-2 weeks