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Salesforce KPI
& Dashboard Optimization

AnalyticsSalesforceData Governance
15%Storage Cost Reduction
8%Error Reduction
UnifiedKPI Standards
ImprovedData Integrity
The Problem

What needed solving

The organization had accumulated years of legacy data debt in Salesforce, causing bloated storage costs, system errors, and inconsistent KPI reporting across business units. Teams were making decisions based on unreliable data.

Users

Who it was built for

Sales teams, operations managers, and executive leadership who depended on Salesforce dashboards for business-critical decision making.

The Solution

How we solved it

Implemented an enterprise data governance framework that eliminated legacy data debt, migrated operations to Work Cloud, and standardized KPI definitions and reporting across all business units. Reduced Salesforce storage costs significantly while improving data integrity.

My Role

What I owned

Led product strategy, data governance framework design, stakeholder alignment, and managed delivery across the data and engineering teams.

Tools & Technologies
SalesforceWork CloudData Governance FrameworksKPI Standardization
Future AI Roadmap

Where this goes next

Next phase includes AI-powered anomaly detection on Salesforce data streams and predictive analytics for pipeline forecasting using Einstein AI.