Salesforce Tableau Consulting
Do you lack visual representation of your data?
Or maybe you have the technology to generate reports & dashboards, but the metrics are not defined in a way that lets you see gaps and trends?
With Tableau you can connect and visualize your business quickly.
How Tableau Can Help:
Tableau helps turn insight into action, cut down analysis time, and change behaviors that help everyone be more data-driven across the business.
Tableau provides flexibility, governance, and integration of your data through various solutions. The platform is so flexible there are products for client/server, desktop, and cloud-based solutions.
Why 5P is the Right Tableau Partner?
We take our broader experience coupled with our Salesforce Certified Partner skills and provide a platform that helps you put data at the center of your conversations, collaboration, and decision-making.
The Tableau CRM analytics platform is an add-on subscription offered by Salesforce. You’ll need to choose a subscription that fits your business needs. A technology consulting team like 5P can help you find the perfect fit.
Client Case Studies
At 5P, we’re always learning from industry experts about the latest findings in the world of business and marketing.
Learn about data related topics in-depth, including data visualization, business intelligence, and data-driven organizations.
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What is Tableau?
Tableau is a visualization tool used for data analytics and business intelligence. This data visualization platform helps turn insight into action and creates data that can be understood by professionals at any level within an organization. Tableau enables quick data analysis while allowing non-technical users to create customized dashboards and worksheets.
How To Use Tableau?
Tableau is a tool that allows you to build a simple view of your product data, map product sales and profitability by region, build a dashboard of your findings, and then create a story for presentation.
Step 1: Connect your data
Step 2: Get to know the Tableau workspace & start reviewing your data
Step 3: Gain insights about your data by using tools to refine your views
Step 4: Plot your data on a map to identify any geographical trends
Step 5: Drill into details and create filters
Step 6: Build and format dashboards to visually showcase your data
Step 7: Create a story to present your findings
Step 8: Share!