Power BI Dashboards connected to Salesforce, Deployed in 4 Weeks
Master your pipeline, track your deals, forecast with confidence.
[Hero Dashboard Screenshot]
Add your most compelling dashboard view here
It's 3pm on a Tuesday. Your CEO pings you on Slack: "Where are we on the quarter? Need the forecast for tomorrow's leadership meeting."
You open Salesforce. Pipeline looks... decent? $2.3M in stage 3 and above. But wait, how many of these opportunities have actually moved in the last two weeks? You start clicking through one by one. That big equipment deal is still showing "90% probability" but the last activity was 37 days ago. Three opportunities in "Proposal Sent" have been sitting there since early last month. And your top rep's pipeline? It always looks amazing until it doesn't.
You need to know which of these opportunities are REAL. Which deals are moving. Which reps are sandbagging. Which accounts are actually going to close.
But to get those answers? You're looking at 3+ hours of exporting data to Excel, building pivot tables, writing formulas, hoping you didn't screw up the VLOOKUP. And even then, you're working with stale data. Everything you're analyzing already happened days ago.
Here's what's actually happening.
You (or someone on your team) spend hours every week building these reports. Every forecast call. Every leadership meeting. Every performance review. Custom reports. That's time that should be spent analyzing trends, coaching your team, or actually closing new business. Instead, it's data janitorial work.
But here's the bigger cost: Decision latency.
Every day you don't know a deal is stalled is a day you can't intervene. Every week you don't see a rep's pipeline is anemic is a week they're not prospecting harder. The cost of slow decisions dwarfs the cost of manual reporting.
And don't even get me started on forecast calls.
You know the drill. Every rep walks through their pipeline. "This one's looking good." "That one's waiting on budget approval." "We're just waiting on the final sign-off." Everything sounds positive. Everyone's confident. And then somehow, somehow, you miss the quarter by 15% and nobody saw it coming.
Because here's the truth: You're making million-dollar forecasts based on what your team TELLS you, not what the data SHOWS you. You're reacting to their stories instead of seeing the patterns. You don't know a deal is stuck until they admit it's stuck. And by then, it's too late to course-correct.
Sound familiar?
The forecast accuracy problem is actually a visibility problem.
Your reps aren't lying to you. They genuinely believe their deals are going to close. But belief isn't data. And your forecast shouldn't be based on a verbal survey of optimistic people.
You need to see:
These aren't vanity metrics. These are the LEADING indicators that predict your actual results.
Right now, you're flying the plane looking at the GPS from yesterday. You need real-time instruments.
The question isn't whether you have a pipeline visibility problem. The question is: What's it costing you?
If you miss your quarterly number by 10% because you didn't see the warning signs early enough to course-correct, what's that worth? $100K in missed revenue? $500K? Your credibility with leadership?
The patterns are RIGHT THERE in your Salesforce. Deals that stall at specific stages. Reps whose forecasts never match reality. Product lines where win rates are tanking. These patterns are screaming at you.
You just can't see them. Not without hours of manual work. Not in a way that's useful for making decisions TODAY.
All those patterns hiding in Salesforce? They need one thing: visualization.
Not more Excel exports. Not another manual report. Power BI dashboards that connect directly to Salesforce and show you what's actually happening.
Pipeline by stage. Stalled deals. Win rates. Sales velocity. Rep performance. All updated automatically. All in one place.
That's how you get from "I think we're on track" to "I know exactly where we stand."
I'm not a generic BI consultant who builds dashboards for anyone who asks.
I spent 7 years building sales and marketing dashboards professionally. I built the "Sales Dashboard" that executives used daily. I built the "Daily Dashboard" showing sales metrics vs. budget. I built the "Marketing Dashboard" with sophisticated attribution. And before that? I did 5 years of B2B sales myself—complex, multi-month sales cycles.
Which means two things:
When I build your dashboard, I'm not guessing at what you need. I've lived your pain. I know what works.
Here's the other reason this works: I'm not building your dashboard from scratch.
I've refined these templates over 7 years. Pipeline visibility. Win rate analysis. Stalled deal alerts. Rep performance scorecards. I know what manufacturing sales leaders need to see because I've built it dozens of times.
So instead of a 6-month custom project for $150K, you get proven templates deployed in 4 weeks for $12K.
You're not paying me to learn on your dime. You're paying me to deploy what already works.
This isn't a generic dashboard. It's specifically designed for manufacturing sales leaders who need to forecast with confidence.
[Executive Summary Screenshot]
Your 30-second quarterly health check.
Perfect for leadership meetings and weekly forecast reviews.
[Pipeline & Deals Screenshot]
Where your deals really stand.
See which deals are moving and which are dying in your pipeline.
[Rep Performance Screenshot]
Your sales team dashboard.
Know who's crushing quota and who needs coaching.
[Rep Detail Screenshot]
Click any rep's name for their personal dashboard.
Perfect for 1-on-1s and coaching your sales team.
"Forecast With Confidence" Training
90-minute live session for your sales leadership team. We walk through the dashboards, explain every metric, and show you how to use them in your weekly forecast process.
60-Day Email/Slack Support
Unlimited questions, 48-hour response time. Need to add a field? Confused about a calculation? We're here for the first 60 days while you get up to speed.
Sales Intelligence Playbook
10-page guide on using your dashboards effectively. Best practices for forecast calls, coaching conversations, and quarterly planning. Keep this handy.
Quarterly Review Call
60-minute call 90 days after launch. We review what's working, what's not, and make sure you're getting maximum value. Think of it as a tune-up.
No 6-month implementations. No endless requirements gathering. Here's exactly what happens:
Time required from you: 1 hour total
Time required from you: 2 hours total
Time required from you: 2 hours total
Total time investment from you: ~5 hours over 4 weeks
Most clients are shocked by how little time they need to invest. That's the power of pre-built templates. I do the work. You show up to 3 short meetings. That's it.
Everything included. No surprises.
Standard Price
$12,000
Founding Client Special
$6,000
First 3 clients only
Ongoing Support: Need enhancements or new dashboards after 60 days? Available at $150/hour as needed.
If your dashboards don't give you better pipeline visibility than you have right now, I'll keep working until they do. No additional charge. No time limit.
Here's what that means:
If after 30 days you're not seeing insights you couldn't get from standard Salesforce reports, I keep working.
If after 60 days your team isn't using the dashboards weekly, I keep working, whether that means retraining, rebuilding, or adding features.
If after 90 days you don't feel more confident in your forecast, I keep working.
I don't stop until these dashboards become indispensable to how you run your sales team.
That's the deal.
Yes. This dashboard is specifically built for Salesforce.
If you're using HubSpot, Pipedrive, or another CRM, this won't work. The pre-built templates are designed around Salesforce's data structure.
Why Salesforce-only? Because trying to support every CRM means building everything custom every time. That's how you get 6-month projects for $150K. I'd rather deploy proven templates in 4 weeks for $12K.
Yes, but you probably already have them.
If you have Microsoft 365, you likely have Power BI Pro licenses included ($10/user/month if you need to add them).
You need:
Most manufacturing companies already have these licenses and aren't using them. We're just activating what you're already paying for.
Every Salesforce instance is "messy" to some degree. Here's how we handle it:
Week 1 discovery call: I audit your data quality. If there are issues (missing amounts, inconsistent stages, poor activity logging), I'll tell you exactly what needs to be cleaned up.
Minor issues: We work around them or fix them during the build.
Major issues: I'll tell you upfront if your data isn't ready. Better to know in Week 1 than discover it in Week 3.
The good news: Most manufacturing companies using Salesforce have "good enough" data quality for this dashboard to provide massive value immediately.
Default: 3 times per day (morning, noon, evening)
Configurable: You can increase to 8 refreshes per day with Power BI Pro, or unlimited with Power BI Premium.
Most manufacturing sales leaders find 3x daily is more than sufficient. Your Salesforce data isn't changing minute-by-minute, so real-time updates aren't necessary.
Yes, you own it completely.
You can:
You cannot:
Most clients don't touch the dashboard for 60-90 days. They use it as-is, identify what else they need, then hire me at $150/hour for enhancements.
Email me. I respond within 48 hours.
Quick questions (< 15 minutes): Free, always.
Bigger requests (add a new metric, fix something that broke, train a new user): $150/hour.
Most clients email me 2-3 times in the first 90 days, then rarely after that. Once your team knows how to use it, it just works.
Not in the base package.
The default setup: Everyone who has access sees everything (all reps, all deals, all metrics).
If you want row-level security (reps see only their data, managers see their team's data), that's a $600-900 add-on (4-6 hours at $150/hour).
Most manufacturing sales leaders don't bother with this. They give dashboard access to leadership and managers only, not to individual reps.
The dashboard stops working. It's built specifically for Salesforce.
If you switch to HubSpot or another CRM, you'd need a completely new dashboard built for that platform. That's outside the scope of this offer.
But let's be real: If you're a $10-100M manufacturing company using Salesforce, you're not switching CRMs anytime soon. That's a 6-12 month project nobody wants to do.
Yes, 90 minutes of training is included in Week 4.
I typically run 1-2 training sessions:
If you need additional training beyond that, it's $150/hour.
But honestly, the dashboard is intuitive. Most people figure it out in 10 minutes of clicking around.
Not in the base package.
The base $12K package connects to Salesforce only. That's how I deliver in 4 weeks.
If you want additional data sources:
We can scope these after the base dashboard is live and you've used it for 60-90 days.
The template is flexible.
Salesforce is highly configurable, so every company's sales stages are slightly different. During Week 1 discovery, I map your specific stages to the dashboard.
Your stages are: Prospecting → Qualification → Proposal → Negotiation → Closed Won/Lost
My template shows: Stage 1 → Stage 2 → Stage 3 → Stage 4 → Closed
I just relabel the template to match your process. The logic stays the same.
If your process is wildly unique (10+ stages, non-linear progression, multiple sales motions), we'll discuss during discovery whether the template fits.
Not as a standard offering, but we can discuss it.
Most clients don't need ongoing support. The dashboard just runs. Once it's set up, it requires almost zero maintenance.
If you want a monthly retainer for:
Email me and we can scope a custom arrangement. Typical retainer: $2,500-5,000/month depending on scope.
The dashboard still works, you just won't see:
Everything else (pipeline health, win rates, rep performance, stalled deals) works fine without quota data.
You can add quota data later by providing an Excel file in my template format. It takes 10 minutes to import.
Yes, but with sample data, not your data.
I can show you the template dashboard with dummy manufacturing sales data. You'll see exactly what the 3 pages look like and how everything works.
I don't do live demos with your actual Salesforce data until we're under contract. Why? Because connecting to your Salesforce, importing your data, and building a meaningful demo takes 8-10 hours. That's half the project.
If you want to see it with your data before paying, I can offer a paid discovery ($1,500): I'll build a draft dashboard, you'll see your actual pipeline, and if you love it, that $1,500 applies to the full $12K.
100% money-back guarantee. No questions asked.
If your dashboard doesn't provide insights you can't get from standard Salesforce reports within 30 days of deployment, I'll refund 100% of your investment.
Plus: If you're not using the dashboard weekly after 60 days, I'll work with you for free until adoption succeeds.
Before delivery (Weeks 1-3): You can cancel anytime for a full refund of your deposit.
After delivery: The 30-day and 60-day guarantees apply (see above).
Bottom line: You literally can't lose. If this doesn't work for you, you get your money back. Period.
Yes, as long as:
I've worked with clients in Europe and Asia. It's never been an issue.
Any B2B manufacturing with complex sales:
If you sell B2B with deal sizes $10K+ and sales cycles 1-12 months, this dashboard will work.
What doesn't work:
Basic filtering: Yes (included in base package).
You can filter the dashboard by:
Advanced analysis: $450-750 add-on.
If you want dedicated pages/visuals for territory comparison, product line profitability, regional performance trends, that's 3-5 hours of custom work.
I take 2 active clients maximum at a time.
If spots are open: We can start within 1-2 weeks of contract signing.
If spots are full: Next availability is typically 6-8 weeks out (time to finish current projects and open a slot).
Email me and I'll tell you current availability.
As many as you have Power BI Pro licenses for.
Typical manufacturing company setup: 5-10 people have access (sales leadership, VPs, directors, managers). But you could give access to 50 people if you wanted. No limit from my end.
You control access through Power BI Service. Add users, remove users, set permissions - all managed by you.
Fill out the form below and I'll get back to you within 24 hours.