It is nothing new that we are surrounded by a large amount of data. However, if we cannot process, extract, analyze and clearly interpret it in our companies, it is more of a cost than a benefit for us. What can we do to make it bring us added value? So that we can make daily decisions based on it, but also predict developments for the next month or quarter? How can we use data to create a meaningful strategic plan from the perspective of the company and its sub-departments? In the following article, we will answer these questions. You will also read how a business person manages to work intuitively in Tableau. Why did we choose Tableau for reporting at Enehan? What are the differences between reports in Salesforce and in Tableau?
What is Tableau?
Tableau is a comprehensive BI platform that helps a chinese overseas canada database wide range of users analyze, visualize, report, present, and interpret data.
Whether your data is generated by SAP, Salesforce or another CRM platform, it is important to realize that the human brain thinks in pictures and visualizes all thoughts. That is why it is more natural for us to understand the connections from dashboards than from bare tables. In order for data to help us not only in strategic but also in everyday decision-making, it is necessary to properly extract, analyze and then visualize it. Tableau has been helping us at Enehan for the past summer.
How does Gartner see it?
Before we start sharing our personal experiences, let’s see how how does good design generate more clicks? Tableau ranks according to Gartner, an American company specializing in research and consulting in the field of information and communication technologies. Tableau’s position in the upper right quadrant proves that it is one of the best BI tools in the world. It has maintained this position for a long time and is also strengthening its position thanks to the constant addition of new functionalities.
The case of Enehan
At Enehan, we use the Salesforce platform to help digitize and automate processes for our customers, but we also use it internally. Salesforce thailand data can also easily create various reports and graphs, so the first question that arises is why we decided to use Tableau.
work with data from external sources,
go more in-depth when working with data,
pay more attention to evaluating the resulting numbers,
use more advanced logic when processing results,
visualize data from multiple sources in one graph (data blending function) or
save time in data preparation and cleaning .
I asked our CFO, Katka, a few questions.
How would you rate your personal experience with Tableau?
I previously worked mainly in corporates and gained experience with the SAP tool. Creating understandable visualizations and reporting to top management was not easy. It was only at Enehan that I started working with Salesforce and now with Tableau. I see its benefits for the finance department mainly in the effective extraction of data and the possibility of modern presentation of real results to top management.
Could you give a specific example?
Let’s take a look at the opportunity dashboard with expected revenue, which our sales director has customized to his own image. The goal is to plan expected revenue, which is closely related to orders in the planned period. This dashboard also helps the finance department evaluate the performance of individual salespeople, thus fulfilling multiple functions at once.
What added value do you see in it?
I can think of four advantages:
I can change the monitored period with one click , which is practic