Orquesta Labs

Reporting & Data Management

Improve decision-making with reliable CRM data, clear KPIs, executive dashboards, and better reporting.

Who it’s for

These engagements fit teams in situations like these:

  • Leaders who cannot trust pipeline, forecast, or service dashboards without exporting to spreadsheets.
  • Teams whose Salesforce data is incomplete, duplicated, or inconsistently staged across reps.
  • Companies that need KPI definitions agreed before more automation or Agentforce work.
  • Organizations preparing board or executive reporting from the CRM and need clarity, not more charts.
  • Executives who stopped trusting Salesforce dashboards and want a small set of KPIs, cleaner data rules, and reports that match finance reality.
  • Managers who want pipeline and service metrics defined once, enforced in the UI, and reviewed monthly so forecasting meetings stop arguing about which spreadsheet is correct.

What’s included

A clear scope of consulting work your team can understand and adopt.

  • KPI and metric definition workshops We facilitate agreement on what pipeline stages mean, how conversion is measured, which service SLAs matter, and what “won” or “closed” actually requires. Reporting cannot be fixed if leadership disagrees on definitions.
  • Data quality assessment Missing fields, stale ownership, duplicate accounts, and inconsistent picklists are measured against the KPIs you care about. The assessment shows which data problems block decisions — not just a generic cleanliness score.
  • Governance and required-field strategy We recommend where validation, page layouts, and process rules should enforce critical data without turning every click into a form tax. Governance is balanced so reps complete what matters and skip what does not.
  • Duplicate management approach Matching rules, merge practices, and prevention tips reduce account and contact sprawl. Duplicate strategy is practical: protect reporting integrity without freezing the org with overly aggressive blockers.
  • Pipeline and forecast reporting Opportunity reports and dashboards are rebuilt around stages, amounts, close dates, and ownership rules your managers already use in conversation. Forecast views become discussable in pipeline meetings instead of debated for accuracy first.
  • Service and operations dashboards Case volume, aging, queues, and response metrics are designed for service leaders who need action lists, not vanity averages. Operational dashboards highlight exceptions that need attention today.
  • Executive visibility packs Concise leadership views answer a short list of questions: pipeline health, conversion trends, service load, and data risk. Executives get signal without drowning in twenty nearly identical charts.
  • Data readiness for automation and AI agents We call out which fields and processes must be reliable before intelligent automation or agents can be trusted. Reporting work often doubles as AI readiness work because both depend on consistent CRM truth.

How it works

Discover, Design, Build, and Improve—scoped to this service.

  1. Discover We interview leaders and managers, review existing reports, and sample data quality. Discovery produces a KPI dictionary draft and a list of data defects that explain why current dashboards feel untrustworthy.
  2. Design Metric definitions, field requirements, dashboard wireframes, and cleanup sequencing are agreed. Design includes change management: who will enforce new standards and how exceptions are handled.
  3. Build Reports and dashboards are built or rebuilt, validation rules adjusted carefully, and cleanup jobs executed for agreed scopes. Training shows managers how to use the new views in weekly operating rhythms.
  4. Improve Usage is reviewed, metrics refined, and lingering data issues prioritized. Reporting stays current as the business adds products, territories, or Agentforce pilots that introduce new measurement needs.
What you get: reporting and dataWhat you get: reporting and data01KPI definitionsAgreed metrics and stages02Data quality reviewPrioritized fixes03Duplicate rulesGovernance recommendations04DashboardsPipeline, service, leadership05Field updatesValidations for key inputs06Manager guideUsing reports in meetings
What you get: reporting and dataWhat you get: reporting and data1KPI definitionsAgreed metrics and stages2Data quality reviewPrioritized fixes3Duplicate rulesGovernance recommendations4DashboardsPipeline, service, leadership5Field updatesValidations for key inputs6Manager guideUsing reports in meetings

Typical deliverables

Concrete outputs you can use after the engagement.

  • Agreed KPI and stage definition document
  • Data quality findings with prioritized remediation list
  • Duplicate and governance recommendations with selected rule changes
  • Rebuilt pipeline, service, and/or executive dashboards
  • Field and validation updates for critical reporting inputs
  • Manager enablement notes for using reports in operating meetings
  • Data readiness notes for future automation or Agentforce work

FAQs

Why do our CRM reports disagree with finance or spreadsheets?

Usually because stages, amounts, ownership, or close dates are entered inconsistently — or because another system is the real source of truth for a field. We reconcile definitions and data ownership before blaming the reporting tool.

Can you fix data quality without pausing sales?

Yes. Cleanup is phased: prevent new bad data, fix the records that affect active pipeline and service, then tackle historical noise. Sales keeps working while standards improve.

Do we need AI features for better reporting?

Not first. Most reporting pain is definition and data quality. AI features amplify whatever truth — or mess — already exists. We strengthen the foundation, then discuss intelligent features if they add real value.

How many dashboards should leadership have?

Fewer than most orgs build. A small set of trusted views that answer recurring questions beats a folder of abandoned reports. We design for decisions, not decoration. When a dashboard cannot be explained in one sentence, it usually needs to be simplified or retired.

Will users hate new required fields?

They will if everything becomes required. We limit enforcement to fields that change decisions or downstream automation, place them in the natural workflow, and explain why each one matters. Managers reinforce the standard in operating meetings so the CRM stays useful instead of becoming a form people avoid. The result is fewer fields, higher completion, and reports that stop arguing with finance.

Consultation

Build a stronger CRM foundation

Talk through your current environment, business goals, and practical next steps.

Fix CRM reporting trust