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Products/Done-For-You Service

// Done-For-You Service · Fixed Price

Executive Dashboard Suite

Dashboards your CRO, CMO, and VP CS will actually open.

5.0 · 100+ orgs delivered · 19,000+ hours
$1,999fixed price · no SOW
5 business days
Integration user access only · No admin credentials · Secure checkout via Stripe
19,000+ Hours Delivered 50+ Salesforce Certifications 100+ Orgs Delivered

What's delivered

  • CRO dashboard: pipeline health, forecast vs. target, stage conversion rates
  • VP Sales dashboard: rep performance, quota attainment, activity-to-outcome
  • CMO dashboard: lead volume, MQL conversion, campaign ROI, attribution
  • VP CS dashboard: renewal health, CSAT trend, churn risk indicators
  • CEO/Board summary dashboard: revenue vs. plan, key metrics, trend lines
  • Mobile-optimized layouts for all dashboards
  • Scheduled email delivery configuration for weekly snapshots

Outcomes clients have achieved

  • Executive dashboard adoption rate 100% within first week
  • Weekly pipeline review time reduced from 2 hours to 20 minutes
  • Friday spreadsheet eliminated within 30 days
  • Board-ready metrics available in real time

The problem this solves

When leadership doesn't trust the dashboards, they build their own spreadsheets. When reps don't see their numbers in Salesforce, they stop updating records. The result is a CRM that nobody uses and data that nobody trusts. This service fixes the root cause — dashboards that are actually useful.

// How It Works

From purchase to delivery in 5 business days.

01

Requirements & Access

We review your current reporting setup and confirm which metrics each executive needs. Integration user access granted.

02

Dashboard Buildout

All reports and dashboards built in sandbox. We share previews for feedback before production deployment.

03

Deploy & Configure Delivery

Production deployment with scheduled email delivery set up for each executive. Same-day validation.

04

Handoff

Full documentation, user guide for each dashboard, and 14 days of post-delivery support.

Integration user access only — read-only where possible, no admin credentials, no data extraction

Ready to get it done? Fixed price. Fixed timeline.

No SOW. No retainer. No surprises. $1,999 flat, delivered in 5 business days.

Secure checkout via Stripe · Integration user access only
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Executive Dashboard Suite

$1,999 · 5 business days