The Problem

Every Salesforce process has a stage or status field. But when updates are subjective, managers get:

• Inconsistent signals

• Mismanaged expectations

• Gaps between reported and actual progress

The Solution

Progress Manager makes progress visible.

• Add our progress component to any process, any page layout.

• Start with a template aligned to your process.

• As users update fields, milestone percentages and overall status update automatically.

What Users See

• Milestone breakdown with status percentage

• Roll-up of calls, emails, attachments by milestone

• Clear “next steps” tracked by the user

• Milestone completed dates tracked by the system

What Managers Get

• Automatic time-to-complete metrics on every milestone

• Objective visibility across reps and processes

• Dashboards and reports with milestone status and overall %

• Comparative views: by record, by rep, across teams

Why It Matters

Operational clarity = predictable outcomes.
With Progress Manager, expectations match reality, managers manage facts not feelings, and teams stay aligned.

Ready to see progress visibility in action?
Click here to see a product overview: Progress Manager Overview