It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing calculations manually not only takes lots of time but also makes mistakes more likely. Tableau Prep can not only complete all of the most common data manipulation steps but it also adds capabilities like Joins
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with
If you’re no stranger to the internet, you likely know that many websites include the option to view pages in both light and dark mode. Light mode is generally a white or light-colored background with darker font, while dark mode is the opposite. Did you know that within CRM Analytics, you can create toggles that
Tableau Pulse was introduced at Tableau Conference in the spring and again at Dreamforce in the fall of 2023. It has gained considerable buzz in the months since, to say the least, with a public launch slated for spring 2024. You may be here because you’re wondering, for starters, what exactly is Pulse? How can
After having a front row seat to hundreds of Atrium projects over the last five years that typically focused on the intersection of data, analytics, and CRM strategy, I started to see a trend emerging among our most successful customers. Those that understood the relative maturity of their data as well as the tooling they
Sometimes the best way to display data isn’t a bar chart, or a table. Instead, you might want to create dynamic and data-powered views using just text. That’s what we’ll be doing for this week’s AnalyticsKata, where we’ll display sales performance using nothing but text! (New to the idea of an AnalyticsKata? Refer back to
After you’ve left Moscone (or the Atrium Lounge!) in your sneakers and your Trailblazer hoodie, backpack and swag-filled tote bag in tow, it’s easy to succumb to information overload. The announcements, the live demos, the guided tutorials and masterful roadmapping, the meetings, the goal setting, the coffee, the coffee… It’s a lot to take in.
I still remember the exact moment I first realized my marketing data was trapped. A long time ago in a land far away, I was digging into the journey of a web conversion that excited me because it was a great lead and I was determined to replicate its success. Like many marketing automation tools,
Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape