Sales
Tableau Quick Start
Tableau is Salesforce’s advanced data visualization and business intelligence (BI) platform that empowers users to explore, analyze, and present data through interactive dashboards and reports. With Tableau, organizations can connect to a wide range of data sources, uncover trends, and make data-driven decisions with ease. Its drag-and-drop interface makes it accessible to both technical and non-technical users, enabling powerful storytelling through data.
Project Kickoff & Alignment (4 Hours)
Pain Points Addressed
- Unclear priorities → Identify 5 critical KPIs (e.g., sales growth, customer churn).
- Data silos → Map key data sources for integration
Activities
- Discovery workshop to finalize KPIs and data sources.
- Review security requirements and user roles
Deliverable
- 1-page project plan with success metrics
User Setup & Governance (5 Hours)
Pain Points Addressed
- Overprovisioned access → Role-based permissions (Creator, Explorer, Viewer).
- Security risks → SSO readiness (optional add-on).
Activities
- Create and configure user roles with granular permissions.
- Set up groups for team collaboration.
Deliverable
- User access matrix + governance guidelines
Data Connections & Modeling (8 Hours)
Pain Points Addressed
- Disconnected data → Integrate 2 key repositories (e.g., Salesforce, SQL DB).
- Data inaccuracies → Basic data cleansing and joins.
Activities
- Connect 2 data sources via Tableau’s pre-built connectors.
- Build a star schema for simplified analysis.
Deliverable
- Unified data model with refresh schedules
Dashboard Creation (10 Hours)
Pain Points Addressed
- Slow reporting → Interactive, real-time dashboards.
- Information overload → Focus on 5 critical KPIs.
Activities
- Design 3 dashboards (e.g., Sales Performance, Operational Efficiency).
- Add filters, drill-downs, and mobile responsiveness
Deliverable
- User-tested dashboards with guided navigation
Training & Launch (3 Hours)
Pain Points Addressed
- Low user confidence → Role-specific training.
- Post-launch issues → Quick-turn support.
Activities
- 1-Hour Admin Training: Manage users, data sources, and schedules.
- 1-Hour End-User Training: Filtering, exporting, and self-service basics.
- Post-Launch Q&A: 1-hour support for urgent issues.
Deliverable
- Training guides + recording
Key Deliverables
- 3 interactive dashboards tracking 5 KPIs.
- 2 unified data connections with refresh schedules.
- Role-based user access and governance.
- Training materials + launch checklist.
Exclusions
- Custom SQL/data transformation beyond basic joins.
- Advanced analytics (e.g., predictive modeling).
- Embedded analytics or API integrations.
- Data warehouse setup.
Optional Add-Ons
| Add-On | Hours | Benefits | Cost |
|---|---|---|---|
| Advanced Analytics | +10 | Predictive trends, forecasting. | 3,000–3,000–5,000 |
| Custom Visualizations | +8 | Tailored charts (e.g., Sankey, heatmaps). | 2,500–2,500–4,000 |
| Data Pipeline Automation | +12 | Automated ETL workflows. | 4,000–4,000–6,000 |
| SSO Setup | +6 | Single sign-on (Okta, Azure AD). | 1,500–1,500–2,500 |
Why This Works for Mid-Sized Teams
| Pain Point | Solution |
|---|---|
| Manual reporting delays | Real-time dashboards with self-service access. |
| Data silos | Unified data model across 2+ sources. |
| Security/compliance risks | Role-based permissions + governance. |
| Low user adoption | Role-specific training + intuitive dashboards. |
Cost Estimates
- Base Package (30 Hours): 6,000–6,000–9,000.
- Add-Ons: Starting at $1,500.
Launch Timeline
Week 1
- Kickoff + data connections
Week 2
- Dashboard development.
Week 3
- Training + go-live
Guaranteed Outcomes
50% Faster Reporting
- Replace manual Excel with real-time dashboards.
90% Data Accuracy
- Unified sources + cleansing.
80% User Adoption
- Simplified training + intuitive design.
Recommendations
Start with Critical KPIs
- Focus on 3 dashboards with high-impact metrics.
Leverage Templates
- Use Tableau’s pre-built visuals to save time
Phase Add-Ons
- Prioritize SSO or advanced analytics post-launch
Free Post-Launch Audit
- Include a 1-hour session at 30 days to refine dashboards
Your Configuration
Base Package
$4,725
Total Investment
$4,725
Need a custom solution?
Contact our team
Published delivery outline
3 weeks from kickoff to go-live — with data connected, dashboards built, and teams trained.
The final delivery schedule and prerequisites are confirmed during discovery.
Optional enhancements
Make this scope your starting point.
Bring the business priority, review the prerequisites, and agree what a useful first launch needs to include.