Salesforce Pipeline Cleanup & Reporting — From $3,000
A focused cleanup project for one defined Salesforce pipeline or reporting area, not a full Salesforce org overhaul.
SDS helps clean up pipeline stages, key fields, minor data issues, and reporting views so the data is easier to understand, track, and use.
Best for: Teams whose Salesforce pipeline, reports, or dashboards are creating confusion and need cleanup within a defined scope.
Included: Cleanup or light restructuring of 1 pipeline or sales process, review of up to 10 key fields, minor data cleanup where appropriate, & setup/refinement of up to 2 standard reports and 1 simple dashboard.
Deliverables: Clearer pipeline tracking, improved reporting visibility, brief change summary, 1 walkthrough, and one adjustment round.
Not included: Full org overhaul, complex automation, Flow work, custom development, advanced integrations, large-scale migration, deduplication at scale, or ongoing admin support.
Final pricing depends on scope, access, data quality, and reporting complexity.
