
Hello
I help teams deliver high-stakes data projects in areas like sales forecasting, revenue prediction, customer health, marketing lead optimization, and AI-readiness—all built with the tools companies already own. I’m the creator of Mergechart™, a Salesforce-native app that turns pipeline history into strategic insight.
My Story
Across two decades of project work, I’ve helped teams put their data to work—whether that meant delivering forecasting dashboards, pipeline health systems, customer health tools, or survey-based insights. I’ve done this work at RSA, Dell, Kronos, Levi Strauss, and others—serving execs who needed traction without delay.
My role has almost always been the same: listen well, find the signal, and get something working fast. I build high-trust relationships across business and IT, translate goals into prototypes, and evolve the solution as we go—earning adoption through momentum, not mandates.
Mergechart™ came out of that history. I built it to solve one pattern I saw over and over: teams drowning in pipeline data but unable to compare this quarter to last. It’s now a free Salesforce-native app, used by multiple B2B sales teams.
Contact
If you need help with a project or would like a free trial of Mergechart™, let's connect.