At a glance
- Industry
- Home Improvement
- Platforms
- Tableau
- Service
- Implementation, Integration
The challenge
Native Salesforce dashboards couldn’t track KPIs across product lines, segments, and lead sources, with data spread across Salesforce, a call-center AI tool, and MailChimp.
What we did
- Secure Tableau connections to custom Salesforce objects for prospects, lead sources, appointments, and sales
- Custom dashboards for cost-per-lead, sales-lead index, and conversion by product line and segment
- Configurable filters by market segment, product category, and time frame
- Strategic guidance on data architecture and best practices
The results
The company gained the advanced analytics it lacked, could identify top-performing marketing channels, and made data-driven resource decisions across three product lines and multiple markets.
The output is extraordinary — it already surpassed our expectations.
Client, Home Improvement
Does this sound like your team?
- Marketing can’t say what a lead costs by product line or source without exporting reports and building a spreadsheet by hand.
- Your Salesforce org relies on custom objects for appointments and lead sources, and standard dashboards struggle to combine them.
- Call-center data and email campaign results live outside the CRM, so channel performance is argued about rather than measured.
Where we would start
Start by listing the KPIs leaders actually use to allocate budget, such as cost per lead and conversion by product line. Then trace each one back to the custom objects and fields that feed it. That review often exposes data architecture gaps worth fixing first. Build secure Tableau connections to those objects, and add filters for market, product, and time so managers answer their own questions.