Salesforce Pipeline Health Check (Audit + Recommendations)Amy Frank
Identify what’s breaking your pipeline and why your reporting isn’t reliable.
Overview
If your Salesforce pipeline feels messy, inconsistent, or hard to trust, this health check will show you exactly why and what to fix first.
I review your pipeline structure, key fields, and reporting setup to identify what’s causing confusion, inconsistent data, or unreliable reporting.
You’ll receive a concise, clear summary of what’s working, what’s not, and what to fix first.
This is a diagnostic review only. No changes are made inside your Salesforce account.
What's Included
Review of up to 2 objects (e.g., Opportunities + Leads or Accounts), including structure and a sample of records
Evaluation of pipeline stages (structure, clarity, consistency)
Review of up to 10 key fields for usage and consistency
Surface-level data quality review (sample-based, not a full audit)
Review of up to 2 existing reports or dashboards
Identification of top 3–5 issues impacting pipeline clarity and reporting
Clear, prioritized recommendations (high / medium / low)
1–2 page written audit summary
30-minute walkthrough call
Data review is based on a representative sample of records to identify patterns and issues.
What's Not Included
No changes made in Salesforce
No data cleanup or imports
No report or dashboard creation
No automation, flows, or integrations
No full system audit or architecture review
No record-by-record audit
No ongoing support
Requirements
Active Salesforce account (Sales Cloud or similar)
Access to relevant objects and reports for review
System should be reasonably navigable (extremely complex or heavily customized orgs may not be a fit)
Notes
This audit focuses on pipeline structure, data consistency, and reporting clarity. Deep technical review of automations, integrations, or system architecture is not included. If additional complexity is identified, it will be noted but not analyzed in depth.
Recommendations are based on observed patterns and do not include exhaustive validation of all records or system behavior.
If you decide to move forward with implementation, the health check fee will be applied toward the full project.
FAQs
No. This is a diagnostic review only. I do not make any changes inside your Salesforce environment.
You’ll receive a concise, clear summary of what’s working, what’s not, and the highest-priority fixes. A 30-minute walkthrough is included to review findings and next steps.
This health check focuses on pipeline structure, data consistency, and reporting clarity. Complex automations, integrations, or custom system architecture may be noted but are not analyzed in depth.
I review up to 2 objects (such as Opportunities and Leads or Accounts), along with a limited set of key fields and reports.
A surface-level data quality review is included. If significant cleanup or restructuring is needed, this will be identified and recommended but not completed as part of this service.
Most health checks are completed within 3-5 business days, depending on access and responsiveness.
Yes. If you’d like help implementing the recommendations, I offer a separate, fixed-scope project for pipeline cleanup and reporting optimization. The health check fee can be applied toward that project.
Starting at$295
Duration5 days
Tags
Salesforce
Business Analyst
Data Analyst
Service provided by
Amy Frank Phoenix, USA
- 27
- Followers
Salesforce Pipeline Health Check (Audit + Recommendations)Amy Frank
Starting at$295
Duration5 days
Tags
Salesforce
Business Analyst
Data Analyst
Identify what’s breaking your pipeline and why your reporting isn’t reliable.
Overview
If your Salesforce pipeline feels messy, inconsistent, or hard to trust, this health check will show you exactly why and what to fix first.
I review your pipeline structure, key fields, and reporting setup to identify what’s causing confusion, inconsistent data, or unreliable reporting.
You’ll receive a concise, clear summary of what’s working, what’s not, and what to fix first.
This is a diagnostic review only. No changes are made inside your Salesforce account.
What's Included
Review of up to 2 objects (e.g., Opportunities + Leads or Accounts), including structure and a sample of records
Evaluation of pipeline stages (structure, clarity, consistency)
Review of up to 10 key fields for usage and consistency
Surface-level data quality review (sample-based, not a full audit)
Review of up to 2 existing reports or dashboards
Identification of top 3–5 issues impacting pipeline clarity and reporting
Clear, prioritized recommendations (high / medium / low)
1–2 page written audit summary
30-minute walkthrough call
Data review is based on a representative sample of records to identify patterns and issues.
What's Not Included
No changes made in Salesforce
No data cleanup or imports
No report or dashboard creation
No automation, flows, or integrations
No full system audit or architecture review
No record-by-record audit
No ongoing support
Requirements
Active Salesforce account (Sales Cloud or similar)
Access to relevant objects and reports for review
System should be reasonably navigable (extremely complex or heavily customized orgs may not be a fit)
Notes
This audit focuses on pipeline structure, data consistency, and reporting clarity. Deep technical review of automations, integrations, or system architecture is not included. If additional complexity is identified, it will be noted but not analyzed in depth.
Recommendations are based on observed patterns and do not include exhaustive validation of all records or system behavior.
If you decide to move forward with implementation, the health check fee will be applied toward the full project.
FAQs
No. This is a diagnostic review only. I do not make any changes inside your Salesforce environment.
You’ll receive a concise, clear summary of what’s working, what’s not, and the highest-priority fixes. A 30-minute walkthrough is included to review findings and next steps.
This health check focuses on pipeline structure, data consistency, and reporting clarity. Complex automations, integrations, or custom system architecture may be noted but are not analyzed in depth.
I review up to 2 objects (such as Opportunities and Leads or Accounts), along with a limited set of key fields and reports.
A surface-level data quality review is included. If significant cleanup or restructuring is needed, this will be identified and recommended but not completed as part of this service.
Most health checks are completed within 3-5 business days, depending on access and responsiveness.
Yes. If you’d like help implementing the recommendations, I offer a separate, fixed-scope project for pipeline cleanup and reporting optimization. The health check fee can be applied toward that project.
$295