Simple Salesforce KPI and Reporting Support for Growing Businesses

Get Salesforce support without the cost or commitment of hiring a full-time employee.

I help answer business questions by turning Salesforce data into clear KPIs, reliable reports, and actionable dashboards.

No long term contracts

No hiring or onboarding

Pay only the hours you use

Your business generates a lot of data every day.

But if that data doesn’t answer basic questions like:

  • Are we on track to hit our revenue goals this quarter?

  • Where are deals getting stuck in our pipeline?

  • Which activities actually drive revenue?

  • What should our team focus on next?

…then Salesforce is not working the way it should.

That’s where I come in

Schedule a Free 30 Minute Call

How I can help

I help small and mid sized businesses use Salesforce data to see the business clearly and make confident decisions.

  • I work with you to identify the performance indicators that actually matter to your goals, such as pipeline coverage, conversion rates, forecast accuracy, and sales activity trends.

  • I create reports that answer real business questions, not just display data.

    You get accurate, up-to-date insights without spreadsheets or guesswork.

  • Dashboards show your KPIs in clear visual formats so you always know where you stand and what to act on next. These are built for reps, managers, and executives.

  • I simplify complex Salesforce reporting so leaders and teams can use dashboards with confidence and clarity.

What You Can Expect

  • See performance quickly across your sales funnel
    • Know where to focus your team to hit goals
    • Trust your Salesforce data and dashboards
    • Replace manual reporting with real time insight
    • Run more meaningful pipeline and forecast reviews

Results Businesses Get

What you’ll likely say after we work together:

“Sales meetings are shorter and more focused.”
“Our forecast is based on reliable data, not opinions.”
“We can spot issues before the month ends.”
“We finally trust our pipeline numbers.”

This Is Perfect If You…

  • Use Salesforce to run your sales process
    • Struggle to get consistent KPI answers out of Salesforce
    • Want to stop managing data and start managing performance
    • Need clarity without rebuilding everything from scratch

If that sounds like your business, let’s talk.

Schedule a Free 30 Minute Call

Pricing

Simple, flexible pricing at $150 per hour.
Packages available for monthly KPI Management and reporting.

I intentionally start clients small. My goal is not to sell you more hours, it’s to help get Salesforce working and maintain it for you affordably.

This approach is different from most consultants. Instead of pushing more hours or long term contracts, the focus is on practical improvements and only using time where it creates real value for you.

How It Works

  1. 30 Minute Strategy Call
    We talk about your business goals and what KPIs matter most.

  2. KPI Definition and Reporting Plan
    I help you clarify what to measure and how to measure it.

  3. Build Reports and Dashboards in Salesforce
    You get Dashboards that give you real actionable answers.

  4. Ongoing Support
    Optional monthly support to keep your KPIs aligned with your business as it grows.

Schedule a Free 30 Minute Call

Ram Jadeja - Salesforce KPI and Reporting Specialist

“My goal is simple, to make Salesforce work for you, not the other way around.”

I’m a 3x Certified Salesforce specialist with real world experience supporting growing sales teams. I help businesses use Salesforce to track the right metrics and make better decisions. If you want clarity and confidence in your data, let’s talk.

Certifications

Ready to Get Salesforce KPIs and Reports Off Your To-Do List?

Start with completing the contact form or pick a time slot for a quick, no-pressure 30-minute call. We’ll talk about your business needs, I’ll suggest next steps, and help you decide if a monthly support package makes sense.