Tableau for Sales Professionals 

Tableau puts the power of data discovery, ad-hoc analysis, and dashboard creation into your hands. In marketing, without accurate data you’re just someone with an opinion. With Tableau, use analytics and custom sales dashboards at every step of the sales process, from prospecting, territory analysis, and lead management to pipeline coverage, pipeline quality, account management, forecasting, and more. Track and analyze real-time or near-real-time indicators to make sure that you and your sales team are performing every day.

  • Connect Tableau to Salesforce® in the same interface you use for spreadsheets, databases,
    cloud data, & Hadoop
  • Create custom sales dashboards in minutes with no programming
  • Access sales dashboards from any browser or tablet
  • Blend cloud data with sales quotas, demographics, market sizing, and more
  • Shift between different views of data, add maps, and enhance with table calculations for more insights
  • Use automatic forecasting as a baseline to estimate progress toward quota

 The ability to easily and quickly visualize your own data will transform your work experience and drive your success. Contact us today to learn how Boulder Insight can help you get big results from Tableau.



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