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Five executive dashboards. Built on data that already exists in your org. No new integrations. No new tools.
Debticate's Salesforce CRM holds $644M in historical deal volume across 6,231 opportunities, approximately 280 active opportunities worth ~$40M, robust activity logging with 24,000+ tasks, and existing customer health tracking across 1,419 platform users.
This data exists. Some of it is surfaced through existing reports and an initial Customer Success dashboard, but leadership still lacks the consolidated, interactive executive views needed to manage pipeline, track team productivity, and present CRM maturity with confidence.
This engagement delivers five executive dashboards built for two audiences: Debticate's sales and success leadership for daily pipeline management, and Debticate's leadership for strategic CRM presentation. Every dashboard leverages existing Salesforce data. No new integrations, data sources, or third-party tools required.
The goal: a CRM that tells the story on its own. Open Salesforce, not a slide deck.
The following dashboards outline recommended metrics and views based on our conversations and existing data. The specific KPIs, layouts, and components for each dashboard are fully customizable to what Debticate wants to see. These are starting points, not final specifications.
Recommended: an executive-level view of pipeline health, size, quality, and trajectory. Suggested components include:
Recommended: deal-level visibility for pipeline management and forecasting accuracy. Suggested components include:
Recommended: activity metrics and team performance for both Sales and Customer Success. Suggested components include:
Building on Debticate's existing Customer Success dashboard and the Sticky report, this dashboard introduces automated health scoring and deeper account visibility. Suggested components include:
The org currently has 472 reports. This deliverable organizes and rationalizes reporting so the team can find what they need and build new dashboards independently going forward.
| Deliverable | Timeline | Investment |
|---|---|---|
| Pipeline Insights | 7-10 days | $3,000 |
| Opportunity Refinements | 7-10 days | $3,000 |
| Sales and Success Team Productivity | 7-10 days | $3,000 |
| Customer Success Insights | 7-10 days | $4,000 |
| Reports Rationalization | 2-3 days | $2,000 |
| Full EngagementIncludes documentation package, presentation-ready formatting, and team training | $15,000 |
This engagement is priced as a fixed-scope project. For context, here is how it compares to current Salesforce consulting market rates in the United States:
| Provider Type | Hourly Rate | Source |
|---|---|---|
| Senior Salesforce Consultant (US) | $150 – $200/hr | Pixel Consulting, 2025 |
| Salesforce Architect (niche expertise) | $200 – $350/hr | STAND 8, 2024–2025 |
| Enterprise Consulting Partner | $200 – $350+/hr | Pixel Consulting, 2025 |
| Technical Architect | $200 – $300/hr | STAND 8, 2024–2025 |
| Mid-size Salesforce Implementation | $30,000 – $60,000 | STAND 8, 2024–2025 |
At $15,000 for five dashboards with full documentation, training, and iteration rounds, this engagement falls well below market rates for comparable work. Debticate also benefits from zero ramp-up time. I have existing knowledge of the org, the data model, and the team — context that would cost any other consultant weeks to acquire.
Sources: pixelconsulting.io | stand8.io | keynodesolutions.com
Net 15 payment terms. Additional customization beyond the scope defined above will be quoted separately before any work begins.
The majority of this work uses standard Salesforce capabilities. The Customer Success dashboard requires a small amount of custom development to automate health scoring and build the interactive account health view.
No new integrations, data sources, or third-party tools are required. Everything is built on data that already exists in your Salesforce org.
Each dashboard is delivered as a complete, reviewed unit. Timelines above assume no extended review cycles. Weekly status updates throughout.
I built the original Sticky reports, Account Next Steps, and the core Salesforce architecture that Debticate's team relies on daily. No other consultant has this context. No ramp-up time.
The Sales Pipeline Insights dashboard was iterated live with Debticate. Several same-day deliverables with minimal wait times. That is the working cadence you can expect throughout this engagement.
No project managers. No junior analysts. No blended billing. Every deliverable is Drew Lambert working directly on your Salesforce org.
Every dashboard is built with dual purpose: daily operational value and executive presentation readiness. When leadership needs to show what the CRM can do, they open Salesforce.