

Turn an internal workflow tool, dashboard, portal, or app idea into a clickable prototype you can test, demo, and make decisions with. This is not a full app build. It is a structured prototype and planning package designed to clarify what the tool should do before investing in development. Best for: Founders, operat…
Business Consultant > Data Analytics, Professional Services
•Goodyear, AZ
227 Followers on Skip
If your Salesforce reports do not match reality, this audit shows you why. I review your pipeline, key fields, and reporting logic to identify where data becomes inconsistent, unreliable, or unclear. This is a diagnostic offer, not an implementation project. Best for: Small teams, founders, nonprofits, or operators who use Salesforce but do not fully trust their pipeline, reports, dashboards, or deal tracking. Included: Review of one pipeline, up to two objects, key reporting fields, and up to two reports or dashboards. Deliverables: Written summary, 3–5 prioritized issues, practical recommendations, and a short recorded walkthrough. Not included: No Salesforce changes, data cleanup, report rebuilds, automation, Flow work, or ongoing admin support. After purchase: Send 1–2 screenshots or a short description of what feels inaccurate or confusing.
From
$375
If your Salesforce audit surfaced pipeline or reporting issues, this is the next step: fixing them. This hands-on implementation service focuses on the highest-impact updates, so your data is more consistent, your pipeline is easier to understand, and your reports are more reliable. Includes: Cleanup or restructuring of one opportunity pipeline, standardization of up to 8 stages, review of up to 10 key fields, cleanup of small redundant or inconsistent data issues where appropriate, and setup of 2 core reports and 1 dashboard. You’ll leave with clearer deal tracking, more useful reporting, a brief summary of what changed, a walkthrough, and one round of structured adjustments. Not included: full org overhaul, complex automation, custom development, advanced integrations, large-scale migration, or ongoing admin support. Starts at $2,500. Because Salesforce cleanup depends on scope, access, data quality, and reporting complexity, final pricing is confirmed after a project fit call.
From
$2,500