How Everpeak built real-time Salesforce dashboards for a leading private equity firm's commercial team.

A private equity firm with 196 investments was built to move fast to find and acquire companies. Its edge was speed; but its reporting ran on spreadsheets that went stale the moment they were exported.

They'd run on Salesforce for years — but the numbers that actually drove decisions still lived in Excel. Every export was a snapshot of a portfolio that had already moved. For a firm whose edge is speed, that wasn't a reporting problem — it was a competitive one.

• Time — every analysis started with a manual export, so answers arrived days late
• Fragility — constant hand-edits made the spreadsheets brittle and error-prone
• Blind spots — no real-time view, so leadership never saw the full picture at once

The metrics that mattered most were the hardest to see — entry multiples, valuation benchmarks, ROI by co-investment partner, deal sources. The exact levers that drive returns.

They didn't need new software — they needed the software they already owned to work. In under one month, Everpeak retired the spreadsheet workflow and rebuilt reporting natively in Salesforce. No new platform, no rip-and-replace.

• Native Sales Cloud dashboards — real-time reporting, no exports
• Custom Apex — advanced reporting logic Salesforce couldn't do out of the box
• Refined data architecture — consistency across the entire platform
• Validation rules & process — clean, trustworthy data that stays clean

This wasn't a technology upgrade — it was a change in how leadership runs the firm and how data entered the system. Guesswork gave way to confident, data-driven decisions.

• 100% — Of reporting centralized in Salesforce
• 10–15 hrs — Saved per week — redirected to deals and clients
• 360° — Real-time view of portfolio and pipeline
• 30 days — From kickoff to full rollout