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Tableau

Visual analytics: from CRM data (and beyond) to the dashboards the management understands at first glance.

FOCUS · DATA YOU CAN SEEVisual exploration over CRM, ERP and warehouse: questions asked by dragging
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YoctoIT material for clients and partners · Salesforce, Agentforce, Tableau, Slack and the other products mentioned are trademarks of Salesforce, Inc.
01 · What it is

Tableau, made clear.

Tableau turned analysis into a visual gesture: you drag, and the right chart appears; you ask, and Tableau Pulse (with AI) tells you what changed and why. It connects to everything — Salesforce natively, but also SAP, databases and warehouses — and the dashboards live where needed: web, mobile, inside the CRM.

Visuale
analysis by dragging: the next question one gesture away
Pulse
the AI that narrates the numbers: 'the margin drops because of channel X'
Everywhere
data from CRM, ERP, warehouse: the complete view, not just sales
Tableau
OFFICIAL SALESFORCE BRANDING · TABLEAU
INTERFACCIA UFFICIALE · PIATTAFORMA TABLEAU · FONTE: TABLEAU
OFFICIAL INTERFACE · TABLEAU PLATFORM · SOURCE: TABLEAU
02 · How to use it well

The things that make the difference.

From data to decision

Management and operationsthose who decide by looking
Dashboard
Self-service exploration
Pulse & AI
see · dig · be told
Model and governanceconsistent metrics, right accesses
CRM + ERP + warehouseall the sources together
The question sees the answer

The dashboards that matter

Few views per decision, not an amusement park of charts: the design starts from the management's questions.

Data beyond the CRM

CRM sales + ERP revenue + costs: the whole truth, reconciled.

Self-service with rules

Certified data sources and permissions: free exploration on the right numbers.

Management adoption

Pulse on mobile: the changing number arrives by itself, every morning.

03 · In depth

VizQL, Prep and the analysis you can see

Tableau translates the gesture into queries with VizQL: exploration is direct on the data (live or Hyper extracts); Prep cleans and models the flows; certified data sources publish governed models; row-level security follows the user; Pulse delivers the metrics with automatic natural-language insights; the Salesforce (and Agentforce) integration puts the vizzes inside the CRM. Server or Cloud, the governance is the same: projects, permissions and certifications.

  • VizQL — you drag, it queries: analysis at the speed of thought
  • Hyper — the fast columnar extracts: billions of interactive rows
  • Data source certificati — the model governed and reused: self-service without anarchy
  • Prep — visual, scheduled cleaning flows: the data ready
  • Pulse — the metrics explained in natural language: the insight that finds you
  • RLS — per-row security: each their own perimeter
04 · Numbers and lifecycle

The numbers that matter.

mld
the rows explorable with Hyper
4/anno
the Tableau releases
1
one certified model per domain: the shared truth
Slack/CRM
the vizzes where the work happens, not in a separate portal
BI takes off with governance: certified models, RLS and training — self-service that doesn't derail, started by us.
05 · Use cases

Where it really pays off.

Sales management

Pipeline, forecast and network performance in one view.

Operations

Deliveries, stock and quality monitored at a glance.

Board reporting

The monthly pack that updates itself.

Numbers convince when they can be seen: Tableau shows them, we put them in order first.