Reporting takes days and teams still disagree on the numbers
Track report preparation hours, data freshness, and the share of priority reports with agreed definitions and owners.
Supporting services
Tableau analytics
Bring Salesforce and operational data together for teams that need a consistent view of sales and service.
What’s costing you time?
What to bring to a consultation
Bring a recurring report that’s hard to produce or trust. We’ll discuss what it would take to make it reliable.
What we deliver
Reporting design
Agree on metric definitions, decision owners, and the data required to answer each question.
Dashboard delivery
Build views for pipeline, service demand, and operational performance. Validate the numbers against source systems.
Access and adoption
Set access by role and teach teams how to interpret and drill into the dashboards.
Questions to settle before kickoff
Why do Salesforce and Tableau totals differ?
Compare filters, date boundaries, record visibility and the level at which data is joined. Reconcile a small set of records before comparing aggregate totals.
How fresh does the data need to be?
Set refresh targets by the decision the dashboard supports. A daily forecast review and a live service queue have different requirements.
What makes a dashboard useful after launch?
Assign an owner to each measure and document how it is calculated. Track recurring usage, report preparation time and corrections to published numbers.