Total Pipeline Value
$1,785,000
▲ open opportunities
Opportunities with Duplicates
1
■ needs cleanup
Opportunities Needing Activity
3
▲ >30 days no touch
Average Deal Size
$119,000
▲ open opportunities
What I can do for you
Exactly what I'd take off your plate on this project — in plain English.
✓
Streamline Workflow Automation with Flow
Build or update your Salesforce Flows to automate repetitive tasks, ensure data consistency, and guide your team through processes without manual effort.
✓
Clean Up & Configure Salesforce Objects
Organize your data by creating or adjusting custom fields, objects, and page layouts to perfectly match your business needs and make data entry easier.
✓
Manage User Access & Security
Set up or refine Profiles and Permission Sets to make sure everyone has exactly the right access to information and features, keeping your data secure.
✓
Ensure Data Quality with Validation Rules
Implement rules that prevent bad data from being entered into Salesforce, so your reports are always reliable and your team trusts the information.
✓
Document Salesforce Changes
Keep a clear record of all configurations and changes made in your Salesforce org, ensuring future maintainability and compliance.
How the data flows
Understand Current Org
Salesforce
Review your existing Salesforce configuration, Flows, and data structure to identify immediate needs and opportunities.
→
Design & Plan Changes
Documentation
Outline proposed workflow automations, field changes, and data cleanup strategies, ensuring alignment with your goals.
→
Configure & Implement
Salesforce Admin Tools
Hands-on configuration of Flows, custom fields, objects, page layouts, and validation rules directly in your Salesforce org.
→
Test & Refine
Salesforce Sandbox
Thoroughly test all changes in a sandbox environment to ensure everything works as expected before deploying to production.
→
Document & Handover
Documentation
Provide clear documentation of all implemented changes for future reference and easy handover.
Pipeline Value by Stage
This chart shows how much money is currently sitting in each stage of your sales process, helping you spot bottlenecks.
Opportunities by Owner
This shows how many opportunities each sales owner is managing, helping you see workload distribution.
Opportunities Created by Month
This chart tracks how many new opportunities entered your pipeline each month, showing recent activity trends.
Workflows I can automate for you
Repetitive work I can put on autopilot using your tools' APIs plus n8n, Zapier & Google Apps Script — so it just happens, hands-off.
⚡
Auto-update Opportunity Stage
When a key activity (like a meeting logged) happens, automatically advance the opportunity stage in Salesforce, saving manual clicks.
Salesforce Flow · Salesforce API
⚡
Notify Team on High-Value Deal Updates
Get instant Slack or email alerts when a large opportunity moves to 'Negotiation' or 'Closed Won', keeping key stakeholders informed.
Salesforce Flow · Slack API / Email · n8n
⚡
Automate Follow-up Task Creation
When an opportunity reaches a certain stage, automatically create a follow-up task for the owner, ensuring no deal falls through the cracks.
Salesforce Flow · Salesforce API
⚡
Sync Key Opportunity Data to Google Sheet
Automatically push specific opportunity details (e.g., contract value, close date) to a shared Google Sheet for executive reporting, eliminating manual exports.
Salesforce API · Google Apps Script / n8n · Google Sheets API
Salesforce Opportunities Detail
| Opportunity Name | Account Name | Stage | Amount | Close Date | Has Duplicate |
|---|---|---|---|---|---|
| Govt Contract A-23 | Acme Corp | Proposal/Price Quote | $150,000 | 2024-07-15 | No |
| Govt Contract B-45 | Beta Solutions | Negotiation/Review | $200,000 | 2024-07-30 | No |
| Govt Contract C-67 | Gamma Tech | Qualification | $75,000 | 2024-08-10 | No |
| Govt Contract D-89 | Delta Systems | Perception Analysis | $120,000 | 2024-08-20 | Yes |
| Govt Contract D-89 | Delta Systems | Perception Analysis | $120,000 | 2024-08-20 | Yes |
| Govt Contract E-11 | Epsilon Corp | Proposal/Price Quote | $90,000 | 2024-07-25 | No |
| Govt Contract F-22 | Zeta Innovations | Qualification | $50,000 | 2024-09-01 | No |
| Govt Contract G-33 | Eta Solutions | Needs Analysis | $60,000 | 2024-09-15 | No |
| Govt Contract H-44 | Theta Systems | Negotiation/Review | $180,000 | 2024-08-05 | No |
| Govt Contract I-55 | Iota Corp | Qualification | $40,000 | 2024-09-20 | No |
| Govt Contract J-66 | Kappa Tech | Proposal/Price Quote | $110,000 | 2024-08-12 | No |
| Govt Contract K-77 | Lambda Systems | Qualification | $85,000 | 2024-09-05 | No |
| Govt Contract L-88 | Mu Innovations | Needs Analysis | $70,000 | 2024-09-25 | No |
| Govt Contract M-99 | Nu Solutions | Proposal/Price Quote | $130,000 | 2024-08-18 | No |
| Govt Contract N-00 | Xi Systems | Qualification | $95,000 | 2024-10-01 | No |
Raw source data
dataset.csv — showing 12 of 15 rows. The dashboard above is computed from this file, untouched.
| Opportunity Name | Account Name | Stage | Amount | Close Date | Owner | Created Date | Last Activity | Has Duplicate |
|---|---|---|---|---|---|---|---|---|
| Govt Contract A-23 | Acme Corp | Proposal/Price Quote | 150000 | 2024-07-15 | Sarah L. | 2024-05-01 | 2024-06-20 | False |
| Govt Contract B-45 | Beta Solutions | Negotiation/Review | 200000 | 2024-07-30 | John D. | 2024-05-05 | 2024-06-25 | False |
| Govt Contract C-67 | Gamma Tech | Qualification | 75000 | 2024-08-10 | Sarah L. | 2024-05-10 | 2024-06-18 | False |
| Govt Contract D-89 | Delta Systems | Perception Analysis | 120000 | 2024-08-20 | John D. | 2024-05-15 | 2024-06-22 | True |
| Govt Contract D-89 | Delta Systems | Perception Analysis | 120000 | 2024-08-20 | John D. | 2024-05-15 | 2024-06-22 | True |
| Govt Contract E-11 | Epsilon Corp | Proposal/Price Quote | 90000 | 2024-07-25 | Emily R. | 2024-05-20 | 2024-06-21 | False |
| Govt Contract F-22 | Zeta Innovations | Qualification | 50000 | 2024-09-01 | Emily R. | 2024-05-25 | 2024-06-19 | False |
| Govt Contract G-33 | Eta Solutions | Needs Analysis | 60000 | 2024-09-15 | Sarah L. | 2024-05-30 | 2024-06-17 | False |
| Govt Contract H-44 | Theta Systems | Negotiation/Review | 180000 | 2024-08-05 | John D. | 2024-06-01 | 2024-06-24 | False |
| Govt Contract I-55 | Iota Corp | Qualification | 40000 | 2024-09-20 | Emily R. | 2024-06-05 | 2024-06-16 | False |
| Govt Contract J-66 | Kappa Tech | Proposal/Price Quote | 110000 | 2024-08-12 | Sarah L. | 2024-06-10 | 2024-06-23 | False |
| Govt Contract K-77 | Lambda Systems | Qualification | 85000 | 2024-09-05 | John D. | 2024-06-15 | 2024-06-15 | False |
How this works in production
How I'd set up these improvements on your live Salesforce system:
Source
Salesforce
Your live Salesforce org with all your accounts, opportunities, and custom objects.
→
Automation & Logic
Salesforce Flow · Salesforce API · n8n / Make
I'd use Salesforce's native Flow builder for in-platform automation and tools like n8n/Make for connecting Salesforce to other systems or more complex off-platform logic.
→
Output & Notifications
Salesforce Dashboards · Slack / Email · Google Sheets
Improved Salesforce reporting, automated alerts to your team, and synchronized data for external reporting or analysis.
This demo runs on synthetic data.
Ready to get your Salesforce org in a 'clean steady state'?
I can start configuring your live Salesforce system and clearing your backlog in just a few weeks. Let's discuss your specific needs.
bing@bkydataconsulting.com