Executive Summary
RevSoftware relied heavily on Salesforce CRM Analytics (CRMA) to run forecasting, sales performance reviews, and operational reporting. But persistent pipeline failures—15+ per day—eroded trust. Dashboards lagged behind reality. Sales teams reverted to manual reports. Executives questioned every KPI.
Within 14 days of partnering with adding recipePro alongside riverBI Consulting, RevSoftware achieved:
- 0 failed runs (from 15+ per day)
- 30% faster aggregate recipe runtime
- 95%+ reduction in queue time
- Near real-time alignment between dashboards and Salesforce
- Restoration of data trust across the organization
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The Challenge
RevSoftware’s CRMA jobs regularly failed mid-pipeline or hung indefinitely in the queue.
Teams experienced:
Operational symptoms
- Dashboards not refreshing for hours—or days
- Incomplete/incorrect metrics
- 1.5+ hour queue times on critical recipes
- Frequent rebuilds and manual fixes by engineering
Business impact
- Executives delayed reviews and questioned forecast accuracy
- Sales/Ops resorted to exporting CSVs and rebuilding dashboards manually
- Confidence in analytics fell to an all-time low
- Engineering wasted cycles troubleshooting instead of delivering value
At its worst:
Leadership could not rely on the numbers driving revenue strategy.
Results at a Glance
- 0 failed runs (down from 15+/day)
- 30% faster end-to-end runtime across merged/optimized recipes
- Dashboards refreshing in minutes and aligned with Salesforce in real time
| Metric | Before | After |
|---|---|---|
| Failed runs | 15+ | 0 |
| Queue time | 1h 30m | <10m |
| Runtime | Baseline | −30% |
| Data Refresh | Days | Mins – Hrs |
| Confidence | Low | High |
“Our CRMA dashboards had become unreliable — several metrics were showing inaccurate or incomplete data, and some dashboards stopped refreshing entirely. It made it difficult to trust the numbers or use them to make confident business decisions.”
— Tyler Albers, Director of Product Development, RevSoftware
“Want to see the exact audit sheet we used? It’s inside the Playbook”
The Impact: Delays, Inconsistency, and Lost Trust
The underlying issues created a chain reaction:
- Executives were frustrated by inaccurate, outdated reports, delaying critical business decisions.
- Sales and operations teams lost confidence in the dashboards, resorting to manual report-building that wasted time and introduced inconsistencies.
The Solution
We started with a full audit of RevSoftware’s CRMA environment—tracing failing jobs, inspecting recip e dependencies, and validating schema alignment with Salesforce. From there, we repaired broken scheduling conflicts, merged related recipes to improve concurrency and optimize runtime performance. Then we aligned recipe runtime scheduling to maximize throughput and minimize data queues.
Where recipePro helped
- Audited all CRMA recipes, dependencies, and performance.
- Recommended optimal merges.
- Scheduled optimized jobs to eliminate queue bottlenecks.
- Simulated recipe performance before deploying changes.
- Allowed the team to create, merge, and deploy recipes without manual rebuilds.
White Glove Recipe Optimization Timeline –
Days 1–2 — Audit
- Full CRMA recipe audit
- Dependency tracing
- Schema alignment review
- Off-peak test runs
Days 3–5 — Fixes Implemented
- Migrated to optimized merged recipes
- Repaired failing CRMA jobs
- Aligned refresh windows
- Reduced queue bottlenecks
Days 6–13 — Monitoring & Validation
- Daily runtime evaluation
- Queue depth tracking
- Refresh health checks
- Performance tuning
Day 14 — Stable Environment Achieved
- 0 failed runs across all dashboards
- Validated consistent refresh behavior
- Data alignment restored with Salesforce
Everything you’re reading here came from our Zero-Downtime Playbook — the same checklist we used for RevSoftware
“From the beginning, the riverBI team demonstrated deep expertise in CRMA and Salesforce data architecture. They clearly explained their approach, communicated transparently throughout the process, and quickly identified issues we hadn’t seen before. Their professionalism and technical depth made it easy to trust them with a complex fix.”
— Tyler Albers, Director of Product Development, RevSoftware
Before & After: What Changed
Just a few weeks ago, RevSoftware’s CRMA environment was struggling with:
- 1.5+ hour wait times on key recipes
- 15+ daily failures causing delays and broken dashboards
- Slow turnaround for updates—sometimes hours or even days before data refreshed
Today, with recipePro and riverBI:
- Jobs run within seconds or a few minutes of one another
- Aggregate runtime across all merged and optimized recipes is now 30% faster overall
- Zero failed runs across the board
- Full control to make changes and see results same-day
“The first time our dashboards refreshed properly and the data aligned perfectly with Salesforce—seeing accurate, real-time KPIs again, and hearing no complaints from users—was the moment we knew the project had been a success.”
— Tyler Albers, Director of Product Development, RevSoftware
Looking Ahead: Scaling Analytics
With riverBI’s Elastic Consulting and recipePro’s optimization engine, RevSoftware now iterates safely: add new data sources, update schemas without downtime, and keep refresh times tight. The stack is future-proofed for new KPIs and stakeholder requests without sacrificing reliability.
Advice to Other Leaders
“Don’t wait. The inefficiencies and data distrust only grow over time. Partnering with a team like riverBI, with offerings and tools like recipePro, brings your analytics back to life and restores confidence across the organization. The difference in speed, accuracy, and decision-making is well worth the investment.”
— Tyler Albers, Director of Product Development, RevSoftware
Fix CRMA Failures Before They Happen
Get the exact playbook we used to take from 15 daily recipe failures to zero in less than 14 days.
✅ Includes audit templates
✅ Queue-time reduction strategies
✅ Recipe merge & optimization examples