The Quick Guide to Progress Visibility in Salesforce

Turn Salesforce stages into real progress you can trust.

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 the progress manager LWC  to any process, any page layout.
  • Create templates that align with your process.
  • As users update fields, milestone status 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

Dashboard View: View progress by milestone across all users, filtered by object or process. This home page image captures two processes on the same object.

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