At a glance
- Industry
- Technology & SaaS
- Platforms
- Tableau, HubSpot
- Service
- Implementation
The challenge
HubSpot’s reporting couldn’t visualize the data the team needed, so they scrambled before meetings pulling numbers from HubSpot, Zendesk, Maxio, and SQL by hand.
What we did
- Tableau Cloud connected to HubSpot with daily refresh and a deals/companies/owner data model
- Custom dashboards for pipeline evolution, revenue mix by channel and stage, and deal tracking
- Interactive filters by rep, segment, deal type, and time period
- Hands-on training to create calculated fields, visualizations, and published workbooks
The results
The company replaced manual spreadsheet work with interactive dashboards that refresh daily, letting the team be proactive with customers and giving a foundation to add Zendesk, Maxio, and product-usage data.
The efficiency it’s going to bring sounds huge — it lets you be ahead of it versus reactive.
Client, Technology & SaaS
Does this sound like your team?
- Before every leadership meeting, someone spends hours copying numbers out of the CRM, support desk, and billing system into a spreadsheet.
- The CRM’s built-in reports can show a deal list but can’t chart how pipeline changed over time or by channel.
- Different people bring slightly different revenue numbers to the same meeting, depending on when and where they pulled data.
Where we would start
Start by connecting Tableau to the single most-used source, here the CRM, and designing a clean data model around deals, companies, and owners. Scheduled refreshes replace manual pulls immediately. Build the few dashboards leaders already ask for, with filters by rep, segment, and period. Train the team to build their own views, then add support, billing, and usage data once the first model is trusted.