Data Connections & Setup

Connect Salesforce, HubSpot, or other enterprise systems to Tableau for seamless reporting and a single source of truth.

Dashboards & Reporting

Jumpstart insights with pre-built dashboards covering sales performance, pipeline health, and campaign effectiveness tailored to your business needs.

Integration Support

Ensure Tableau stays connected and optimized across your key commercial and operational systems, with troubleshooting and best-practice guidance.

User Training & Enablement

Hands-on training for both admins and end-users to drive adoption and self-service analytics.

Data Preparation & Modeling

Guidance on structuring and cleaning data in Tableau Prep or SQL so dashboards and analyses are both accurate and performant.

Governance & Best Practices

Setup for permissions, roles, and published data sources plus documentation on dashboard standards so the team can scale usage with consistency.