Say hello to the
Missing Revenue Roadmap
Not Just another dashboard. Think of it as x-ray vision for your pipeline:
see the whole story, spot where deals stall, and fix the leaks for good.
More leads won’t save your pipeline.
Because you don't have a lead problem.
You have a leak problem.
You’re not losing deals because your team isn’t trying. You simply can’t see where they’re going wrong.
Every day, opportunities quietly stall, skip stages, or disappear completely. And your dashboards aren't painting you that picture.
In this world, lack of visibility = missed targets, lost revenue, and wasted time you’ll never get back.
The Truth: You’re Forecasting on Fiction.
Salesforce wipes history every time a stage updates. There's no timeline or movement history unless you build it. No conversion visibility, until now.
So your most expensive tool, the one you rely on to drive sales is only showing you where deals are now.
❌ Not how they got there
❌ Not how long they’ve been stuck
❌ Not why they aren’t moving
No wonder every pipeline review feels like a guessing game.
Introducing
The Fix You Need?
Yes, it is a dashboard,
but not the kind you’re used to.
A smarter, scalable system for pipeline and conversion visibility.
The Missing Revenue Roadmap is a lightweight, copy-and-paste build that installs in under 2 hours, and gives you exactly what Salesforce won’t:
✔️ Time-in-stage visibility
✔️ Stage-by-stage conversion tracking
✔️ Drop-off diagnostics
✔️ Pipeline velocity + forecast accuracy
✔️ Historical deal movement logs
✔️ A framework that scales with ANY process
This works even if...
→ Your pipeline stages change next quarter
→ Your reps skip steps or backtrack
→ You manage Leads, Cases, Work Orders, or custom objects
The system is built on transitions, not fixed fields, so it scales with you.
No rebuilds. No breakdowns. No bandaids.
Let’s take a look at what’s inside
👇
I’m not holding back and I’m not keeping secrets; this is the real deal, designed to walk you through tried-and-true strategies in small, bite-sized steps.
What You Get (Instant Access for $72)
Step-by-Step Salesforce Build
Clear instructions built for ops and admins to easily use and follow.
On-Screen Walkthrough Library
Watch exactly what to click, where to go, and how to build better.
Printable Field Pack + Naming Guide
All fields, flows, picklists, and naming conventions ready to go.
Report + Dashboard Templates
• Time-in-stage
• Stage-to-stage conversion
• Drop-off tracking
• Forecast accuracy
• Pipeline velocity
Real Talk
scott Levy
I had the pleasure of having Soof on my team leading the CRM strategy, implementation, and optimization with Salesforce. Soof is an incredibly intellectual and curious person who has a passion for taking her stakeholders/clients needs and turning them into actionable development steps and deliverables.
Soof does an incredible job of partnering and influencing teams to ensure that project timelines are hit, deliverables are of the highest quality, and that the impact that she set out to achieve is met. She's not just talk. Soof knows how to get into the details to make sure that solutions are built to the highest quality while being able to pull up 10,000 feet to make sure solutions are aligned with the company's future vision.
Vishal S.
Working with Soof was an amazing experience. She’s not just great at product management; she's exceptional at crafting smart solutions, especially in the Salesforce arena. Soof has an incredible gift for piecing together product strategies that really hit the mark. She led the development of multiple custom solutions for different teams. Her ability to grasp the needs and turn them into actionable, effective solutions was nothing short of remarkable.
What sets Soof apart, though, is her awesome personality. She’s super approachable and genuinely great to work with. She simplifies complex tech stuff like a pro, making everyone’s job easier. Her expertise in Salesforce, and Agile methods has made a huge impact.
Dr. Jaime G Raygoza
What sets Soof apart is her ability to not just recommend a solution, but to implement it flawlessly. She seamlessly transferred my existing data, set up intelligent automation, and created intuitive pipelines that have completely streamlined my client intake process. Thanks to her work, I now have real-time reporting capabilities and a system that prevents leads from falling through the cracks.
Her professionalism and customer-centric approach match her technical skills. I highly recommend Soof to any business looking to optimize its customer relationship management and boost its operational efficiency.
Imagine This...
You walk into pipeline review—and everyone’s calm.
Reps know where to focus.
Leaders know what to coach.
Your dashboards show the real story.
And you have answers that change the quarter.
That’s what clarity feels like.
That’s what this system delivers.
Done in 2 Hours. Used Forever.
Have a trusted admin? Or feel confident enough yourself?
You can install this start-to-finish in about 2 hours. No need for another consultant, another SOW, no “learning curve,” no messy rebuilds every time the team changes a stage name.
This isn’t a project.
It’s a permanent solution.
All of This—For $72
Salesforce consultants charge $10K+ to build something 10x messier than this. You get the clean, proven version—for a fraction of the cost.
I've never seen a Salesforce tutorial this comprehensive and easy to follow. It’s literal operational clarity in a box.
Don’t wait for another quarter to slip away in silence.
This is the smartest $72 you’ll spend on Salesforce, ever.