Salesforce Lightning CRM Enhancements Needed

I run Salesforce Lightning as the backbone of our Sales and CRM operation and now need to tighten three specific areas: Custom Dashboards, Lead Management, and Opportunity Tracking.

Custom Dashboards must surface real-time KPIs for reps, managers, and executives, load quickly, and be easy to clone for new teams. Lead Management needs a streamlined qualification path with assignment rules, automated follow-ups built in Flow or Process Builder, and clear status stages that eliminate unnecessary clicks. Opportunity Tracking should standardise stages, trigger stage-gated tasks, and feed reliable data straight into the dashboards.

All work will begin in a sandbox; once accepted, we will move everything to production via change sets. No external integrations are required right now, so the entire build can stay within native Salesforce Lightning tools.

Deliverables
• Fully configured interactive dashboards
• Re-engineered lead lifecycle with automation
• Optimised opportunity pipeline and reports
• Deployment documentation for future admin reference

Acceptance criteria
• Dashboards load in under five seconds and match report totals exactly
• Lead conversion path completes in two clicks or fewer
• Opportunity data rolls up accurately to forecasting views

Let me know your proposed timeline and any questions about the current schema, and we can get started.