Analytics Dashboards
Build dashboards around the recurring business questions your team needs to answer, with reporting connected to the systems and data behind each metric.
Turn Salesforce data into reporting your team can trust. Ventus Optera helps growing businesses trace important metrics to their source, connect Salesforce with surrounding systems, and build dashboards around recurring business questions. With practical operations expertise and custom development experience, we create analytics that fit how your business works rather than forcing your team into disconnected spreadsheets or generic reports.
Practical Salesforce analytics, integration, and dashboard services that turn scattered business data into useful reporting.
Build dashboards around the recurring business questions your team needs to answer, with reporting connected to the systems and data behind each metric.
Trace important numbers back to their source, map how data moves through the business, and identify where scattered or unreliable reporting needs attention.
Connect Salesforce with tools such as support platforms, Jira, email, Slack, or Google Workspace so teams can work from more consistent customer information.
Salesforce CRM Analytics should help your team make decisions, not create another place to debate whose number is correct. Ventus Optera maps data flows, identifies unreliable sources, and builds reporting around the questions your business asks repeatedly. The result is a clearer view of performance, with dashboards and integrations designed around your workflows and the option to retain ownership of custom software and data.
Get analytics guidance from an operator who understands both business workflows and the software behind them.
Workflows are assessed before technology is selected, so reporting addresses the underlying business problem.
When custom software is built, clients retain ownership of the software and data rather than renting a black box.
Salesforce can be connected with surrounding tools to reduce fragmented records and disconnected reporting.
Michael O'Brien combines operations experience with hands-on software development to turn plans into working systems.
Hands-on operations and product expertise for practical analytics work.
Founder, Operations and Product
Michael O'Brien is the founder of Ventus Optera, an operations and product firm based in Boston, Massachusetts. With a decade of hands-on operations experience at industry leaders including Uber, iAdvize, and Boston Dynamics, Michael brings a rare combination of operational insight and technical skill to every engagement. He personally writes the software he builds for clients, allowing him to translate real-world workflow challenges directly into practical, owned solutions. His expertise spans process improvement, custom software development, CRM integrations, and AI-enabled automation tailored to how each business actually operates. Michael is deeply committed to helping small and mid-size businesses move beyond spreadsheets and generic tools, ensuring clients retain full ownership of the systems and data built for them. His approach centers on practical assessment, clear prioritization, and targeted execution that drives lasting operational improvement.
Salesforce CRM Analytics consulting helps organizations turn Salesforce and related business data into useful reporting. Work may include mapping data flows, identifying unreliable sources, connecting surrounding systems, defining recurring business questions, and building dashboards that support decisions. The goal is not simply to add charts, but to create reporting your team can understand, trust, and use within its normal workflow.
Talk through your reporting challenge and the systems behind it.
Share the business question, Salesforce setup, or reporting issue you want to address. Ventus Optera can discuss the current workflow, connected systems, and a practical path forward.
You can also send us a quick email at michael.obrien@ventusoptera.com.
You can also send us a quick email at michael.obrien@ventusoptera.com.