KPI & Pipeline Dashboards
Revenue, win rate, pipeline by stage, bookings against target and rep performance, laid out so the numbers that matter are visible at a glance.
Salesforce + Tableau
Tableau Dashboards for Salesforce
Turn your Salesforce data into interactive Tableau dashboards your team can filter, explore and act on. Try the live Sales Cloud KPI dashboard below.
Live Example
Sales Cloud KPI Dashboard
An interactive dashboard built by TwinStack and published on Tableau Public. Hover, filter and click through it just as your team would.
On smaller screens, scroll sideways inside the dashboard, or open it full screen on Tableau Public.
What We Build
Dashboards Built Around Your Salesforce Data
From a single KPI view to a full reporting suite, we design the dashboards, connect the data and get them in front of the people who need them.
Salesforce Data Connection
We connect Tableau to your Salesforce org and shape the objects and fields you need, so dashboards reflect how your team actually sells.
Interactive Filters & Drill-Down
Filter by region, owner, product or period, hover for detail and drill from a summary figure down to the records behind it.
Publishing & Sharing
Dashboards published so the right people can open them, with the layout sized for the screens your team uses.
Want dashboards like this on your Salesforce data?
Tell us what you need to track and we will scope the dashboards, the data connection and how your team will access them.
Talk to Us