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BI/Analytics

Tableau

Advanced analysis for everyone, 
with intuitive controls.

Tableau, from Salesforce, is a BI platform known for its powerful visual expression. Intuitive drag and drop makes complex analysis possible, and it shines for organizations with dedicated analytics teams or a need for advanced visualization. It also works naturally with Salesforce data, covering sales analysis end to end.

What you can do with Tableau

  • Tableau Desktop (visual analysis)

    Intuitive drag and drop turns even complex data into rich visuals, enabling serious analysis without specialist knowledge.

  • Tableau Prep (data preparation)

    Join, clean and shape multiple data sources in a visual workflow, cutting the prep work before analysis begins.

  • Tableau Server / Cloud (sharing)

    Publish dashboards across the organization and share them under managed permissions, on-premises or in the cloud.

  • Ask Data / Explain Data

    Ask Data answers questions in plain language and Explain Data uses AI to explain what drives changes in the numbers, delivering insights without analytics expertise.

  • Salesforce integration

    Connects seamlessly with Salesforce CRM data, so you can analyze the sales pipeline and customer service status alongside data from other departments.

  • Custom visualization

    Combine a wide range of chart types, such as maps, scatter plots and tree maps, for analysis standard charts can’t express.

Issues

Even with a BI tool in place, do these challenges remain?

Complex data is hard to visualize, so explaining it to management takes time

Standard charts can’t convey the insights you need, so every presentation means reworking charts by hand.

Each analyst uses the tool differently, and output quality is uneven

The same data looks very different depending on who analyzes it, so it isn’t a stable basis for decisions.

You want departments beyond sales to use Salesforce data, but integration falls short

Deal and customer data in the CRM stays within sales and hasn’t spread to management or marketing.

Tableau solves all of these at once.

Benefits

Advanced visualization, with a specialist team beside you from day one.

01

Official Tableau partner

ITSO officially provides Tableau implementation, development and adoption support, designing high-quality dashboards based on the latest features and know-how.

02

Advanced visualization design

Using Tableau’s expressive power, we make even complex insights that standard charts can’t convey easy to understand, ready for management presentations.

03

Support together with Salesforce

We extend the use of CRM data from sales to the whole company, supporting your data strategy together with Salesforce implementation and operation.

04

Training analytics talent

Hands-on training evens out skill gaps between analysts, raising analysis quality across the organization and supporting in-house work.

05

Governance design (Tableau Catalog and more)

We support central management of data sources and dashboards and permission design, spreading a frontline-led analytics culture while keeping quality high.

06

Maintenance and expansion after rollout

Ongoing remote support for data connections, dashboard changes and new analysis needs.

Flow

Three steps to go-live, in as little as two months.

  1. 1

    Consultation and requirements

    2–4 weeks

    We organize the insights you want to show and the perspectives decisions need, define data sources and priorities, and check whether existing data such as Salesforce can be used.

  2. 2

    Data preparation and dashboard development

    3–6 weeks

    We shape data in Tableau Prep and design and build visualizations from the requirements, with reviews and feedback along the way.

  3. 3

    Testing, publishing and adoption

    1–4 weeks

    We publish to Tableau Server or Cloud, set permissions and roll out to stakeholders, then follow usage and keep improving.

Scene

Tableau is at work across a wide range of industries and tasks.

  • Sales

    Visualizing Salesforce deal data to find why deals are lost

    Visual analysis of where deals stall at each stage identified patterns that tend to lead to losses, informing a review of sales strategy.

  • Marketing

    Optimizing budgets by visualizing ROI per ad channel

    Data from several ad platforms was combined to compare ROI by channel on a dashboard, leading to a data-based review of budget allocation.

  • Corporate planning

    Comparing KPIs across businesses on one dashboard

    Metrics scattered across businesses were visualized in a common format, making comparisons in management meetings easy.

Contact us

FAQ

  • Power BI is easy to start with thanks to its fit with Microsoft 365 and its cost, while Tableau meets advanced needs with its visual expression and customizability. Tableau suits organizations using Salesforce or dedicated analytics teams seeking advanced visualization. ITSO works with both and helps you choose the right one for your environment.

  • A dashboard on a single theme can be built in 2–4 weeks. A standard implementation including multiple data sources and advanced visualization design takes about 2–3 months. We propose a separate roadmap depending on how complex the analysis is.

  • Yes. With Tableau Prep you can combine core systems, Excel, SaaS and many other sources, using it as an analysis platform across systems, not just for Salesforce data.

  • Tableau is known for intuitive drag and drop, but getting the most from its expressive power takes some practice. ITSO helps your staff build skills step by step through hands-on training and ongoing support.

  • Yes. Tableau Catalog manages data assets centrally, and permissions can be set per project, so you can control who sees which data and dashboards while expanding use on the ground.

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