Tableau Consulting Services

Data visualizations everywhere, predictions anywhere

You have data in all shapes, formats, and locations. Your customer data is (hopefully) doubling every year. Sales, marketing, and service are on the hunt for insights to help win, retain, and expand your wallet share. To gain the most value from your data and fuel growth, your go-to-market teams and supporting functions need to have real-time, granular customer information. And most importantly, the ability to visualize data in a way that enables informed decisions in product management and development, order fulfillment and supply chain, logistics, finance, and beyond.

Simply put, Tableau helps you easily make sense of your data. It’s easy to use and yet powerful enough to perform virtually any type of analysis. From company-wide dashboards to ad hoc investigations, you can connect to almost any data source and begin exploring, building views, and collaborating. Wherever you are on your journey with Tableau, there’s room to grow and get more ROI with our Tableau consulting services.

We Know Tableau

As the market leader in providing intelligent experience solutions on the Salesforce platform, we combine CRM strategy, data science, and Tableau software implementation expertise to drive sustainable business intelligence solutions on the Tableau platform.

Our Tableau Service Offerings

Visualization and Development

Create beautiful visualizations in Tableau that enable users to progressively discover insights to enable peak performance.


Rapid Server Starts

Just getting started? We can help get your Tableau Server environment installed and configured properly so that you can begin your Tableau journey.

Data Prep Design and Development

Well-constructed data is the foundation of any great visualization. Whether you’re having performance issues with your current dashboards or you want to make sure you do it right the first time, we can help.

Server Upgrades

Server maintenance is essential, and upgrades are part of the process to keep your Tableau environment functioning at a high level. Let us help ensure your environment is current.

Predictions in Tableau

Harness the power of AI and machine learning by building and embedding data models directly within Tableau dashboards. Whether it’s Salesforce Einstein or a custom model, we can exponentially increase the value of your insights through predictive modeling.

Health Check

Tired of staring at the spinning wheel while your dashboard loads? There’s a good chance we can fix that. Our comprehensive review of server settings and configuration that frequently drag down performance can breathe new life into your Tableau implementation.

Whether you’re considering a migration to Tableau Cloud, considering shifting servers, or looking to rework your data architecture supporting your implementation, Atrium can help provide guidance and a pathway to success.

Tableau Accelerator for Revenue Operations

Available on the Tableau Exchange! With our Accelerator for Revenue Operations, find out where recurring revenue is at risk, churn indicators, total ARR forecasted, and more by market segment, NPS, cross-sell propensity, number of renewals, and utilization.

Our Tableau Consulting Services

We partner with you to anticipate the business’s operational needs and drive interactive visual analytics that allow users to take action on the data. With the Salesforce platform and Einstein, you can now put predictive and prescriptive analytics at your users’ fingertips. Here are just a few ways we empower businesses and their users with personalized Tableau consulting services.

Unlock the Power of Tableau Cloud

Want easy-to-use, intuitive dashboards that you can share across your organization in seconds? Our experts can efficiently stand up your Tableau Cloud environment — plus, customize it to fit your exact use case.

Show Faster Time to Value

Getting started with analytics can be difficult or daunting. Whether you’re just getting started with analytics or you’re on your way to proficiency, we’ve developed various analytics quickstarts to get you live in just a few weeks.

Become a Data-Driven Organization

Gain powerful, actionable insights, interact with actionable dashboards, identify which questions matter the most, and enable data-driven decision-making with centralized and ad hoc analytics.

Streamline Your Data Analytics and Business Intelligence Strategy

With intelligent solutions specifically tailored to your organization’s desired outcomes, we help you and your teams surface insights at scale, reach new target markets, and improve engagement.

Our Intelligent Platform Partners

certified salesforce consultant

Right place, right time. As certified Salesforce consulting pros and certified Tableau experts, we enable you to visualize and surface insights in the systems where your users actually work... in addition to providing best practices on both platforms.

Combining data sources? Our certified and experienced Snowflake consultants (i.e., SnowPros) — combined with our deep data science expertise and Tableau implementation capabilities — enable you to use and optimize the power and flexibility of Snowflake’s Data Cloud for all your data needs.

aws logo

By partnering with AWS, we demystify important AI capabilities and build the operationalized AI that fits your unique needs. Get AI everywhere and actions anywhere — by focusing on which predictive and prescriptive analytics drive the best outcomes.

With insights surfaced in Slack, teams can share and take action on high-priority, real-time information from Salesforce, Tableau, and other apps and systems without having to click away.

Demos: See It In Action

A quick look at how combining the capabilities of Salesforce, Tableau, and Slack can help you accelerate your revenue operations and improve the overall visibility into your business.

Get a firsthand look at our business science embedded predictive dashboard built in Tableau for wealth managers.

How We Get Results

Here’s a look at how our Tableau experts help you get the most out of your data and investment in Salesforce and Tableau.

Data Signal Analysis

Our data signal analysis service identifies opportunities to incorporate intelligence into the flow of the business process so that insights translate directly to actions, improving customer experience and increasing operational efficiency.

Managed Services for AI, Analytics, and Machine Learning

Elevate, our managed services offering, includes industry-based algorithm templates, MLops/DevOps best practices, monitoring tools, and a partnering model that emphasizes long-term success through expert outcome-based support on Tableau, Salesforce, and other platforms.

Proven Success with Tableau Consulting Services

"Atrium was essential in our Einstein implementation. Their wealth of knowledge, availability, and flexibility made this process very smooth."

Featured Customers

Featured Resources

Ready To Talk?

Let's discuss your goals and how our Tableau consulting services can help.