I set up a Salesforce Sales Cloud environment that gives small teams clear, reliable visibility into their sales pipeline.

The system tracks opportunities from first contact through closed won, automatically calculates revenue, and displays three core KPIs on a single sales performance dashboard.

This gives founders and sales leads immediate insight into how their pipeline is performing.

This is the executive dashboard that leadership sees when they log in.

It shows three core metrics:

Total Pipeline Value

Open Deals

Average Deal Size

These KPIs update automatically as opportunities move through the pipeline, giving a real-time view of sales health.

Before this setup, the sales team did not have a structured way to track leads and opportunities or see how deals were progressing through the pipeline. Sales activity and revenue potential were not visible in one place, making it difficult for leadership to understand what was actually happening in sales.

This Salesforce setup was designed to create a clean, consistent system for tracking deals and turning that activity into clear, real-time reporting.

This Salesforce setup includes:

A standardized Opportunity pipeline with defined sales stages

Revenue tracking using Opportunity Amount and Close Date

Three KPI reports for pipeline value, deal count, and deal size

One executive Sales Performance dashboard

Automatic activity tracking through Salesforce Chatter

Together, this creates a clean, reliable sales reporting foundation for a small team.

Sales reps work inside Salesforce by updating their opportunities. When deal amounts, stages, or close dates change, Salesforce automatically recalculates the underlying reports and updates the dashboard.

This ensures leadership always sees accurate, up-to-date pipeline metrics without spreadsheets or manual reporting.

This shows an individual opportunity inside Salesforce, including:

Deal name

Deal amount

Sales stage

Close date

Pipeline progress

This is the data that drives all reporting and dashboards.

Every important change to an opportunity is logged automatically. This creates transparency and allows sales leaders to see when deals were updated or closed.

This shows real-time tracking of:

Deal amount changes

Stage updates

Closed-won activity

This provides accountability and trust in the numbers shown on the dashboard.

Beyond the top-level KPIs, Salesforce also shows how deals are distributed across the pipeline so teams can see where opportunities are progressing or getting stuck.

This shows opportunities grouped by stage, giving a clear picture of how deals are moving through the funnel.

With this Salesforce configuration in place, a founder or sales lead can:

See total pipeline value in one place

Know how many opportunities are currently active

Understand whether the team is working on larger or smaller deals

Rely on the numbers because they update automatically as sales activity changes

This creates a clear, shared view of sales performance across the team.

If you are setting up Salesforce for the first time and want a clear, reliable way to track leads, opportunities, and pipeline performance, feel free to reach out.

I am happy to talk through what a setup like this could look like for your team.