welcome [tc18.tableau.com] · to build the workflow or cockpit view •select one of the thumbnails...
TRANSCRIPT
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Welcome
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Sales @Tableau | Supercharging Tableau for Sales Productivity
Zane Murfitt
Senior Manager, Sales
Tableau/Named Accounts
# T C 1 8
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Zane Murfitt
Senior Manager, Sales
Tableau/Named Accounts
# T C 1 8
![Page 5: Welcome [tc18.tableau.com] · To Build the Workflow or Cockpit View •Select one of the thumbnails to choose which dashboard you want them to open on •Format (I usually go 1650](https://reader034.vdocuments.us/reader034/viewer/2022050323/5f7d82afb3953725514f4fbb/html5/thumbnails/5.jpg)
Agenda
Automation of the salesperson
Number decoration vs sales explorer
Thought process of Tableau examples
How to create a workflow that guides
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In the Words of Gary V
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Greg DeMichille, Director of Product Management, GCP
Storage is so cheap we’ve become digital pack rats, we collect tons of data
One of the top two challenges of every company he talks with is “how do we figure out where the value is in all this data we collect?”
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What do you do when sales people attack?
Leads are here!No they’re here!
Get the data people!
All the dirty work, none of the credit
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Automation of a Salesperson?
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Sales People Want Data and it Makes Them More Effective
But,
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Pitfall #1: Number Decoration
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Pitfall #2: Here’s All the Data, Good Luck!
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The Path Forward: Purpose-Built Applications
How do you scale this and promote adoption?• If a KPI is worthwhile, it should drive action
• Business needs to come with: what are most important questions you need answered daily, weekly, monthly, quarterly?
• Data needs to come with: do we have data to support answering those questions?
How do you not overcomplicate?• Keep it focused on driving action to impact the KPI
• Don’t let other actions or use cases bleed in to the dashboard
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Purpose-Built Applications at Tableau
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Purpose-Built Applications at Tableau
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Purpose-Built Applications at Tableau
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Our World When I Started at Tableau
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Purpose Built Application Focused on Lists
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How the Sausage is Made
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To Build the Workflow or Cockpit View
Grab links from Server and put them in Excel
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To Build the Workflow or Cockpit View
Grab links from Server and put them in Excel
Save .png images of the dashboards into shape folder in Tableau
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To Build the Workflow or Cockpit View
Grab links from Server and put them in Excel
Save .png images of the dashboards into shape folder in Tableau
Put function on shape, URL on detail and format
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To Build the Workflow or Cockpit View
Use a layout container and drop each sheet on the dashboard
Use “distribute evenly”
Put function on shape, URL on detail and format
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To Build the Workflow or Cockpit View
Add the URL action like from before
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To Build the Workflow or Cockpit View
• Select one of the thumbnails to choose which dashboard you want them to open on
• Format (I usually go 1650 x 2000) and publish
• Once the dashboard loads publish and promote
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To Build the Workflow or Cockpit View
Reach out to those who are using it for feedback
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To Build the Workflow or Cockpit View
Reach out to those who are using it for feedback
Use Comments to drive engagement and use
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Lets Take a Deeper Look at an Example
In the past we’d just have the KPI
The campaign detail helps us focus
The list helps us understand why and how to impact the KPI
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Lets Take a Deeper Look at an Example
Now select a campaign
Select contacted or not contacted
Get a curated list to engage to impact the KPI
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Lets Take a Deeper Look at an Example
Old way would have been open Salesforce Reports
Give up and look for an Excel doc
Waste a lot of time trying to build my own report
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My Charge to You
Think application first
Consistently talk to the business
Avoid “I don’t know”
Incorporate other applications
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My Contact Info
I’m the only Zane at Tableau
Tableau Public
Links to training and personal examples https://public.tableau.com/profile/zane.murfitt#!/
Lots of college footballhttps://public.tableau.com/profile/fearthewheat#!/
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Sales @Tableau | Supercharging Tableau for Sales Productivity
R E L AT E D S E S S I O N S
Oct 23 | Time – Time | Location
Sales @Tableau | Supercharging Tableau for Sales Productivity
Oct 25 | 10:45-11:45 AM | MCCNO L2 - 214
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Please complete the
session survey from the
Session Details screen
in your TC18 app
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Thank you!
#TC18
Q&A and try this in your own environment
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How the Sausage is Made
Make sure you have an ID on detail
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How the Sausage is Made
Make sure you have an ID on detail
Drag a web object out into the dashboard, choose “Sheet Name”
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How the Sausage is Made
Make sure you have an ID on detail
Drag a web object out into the dashboard, choose “Sheet Name”
Go to “Dashboard” dropdown and add a URL action
Insert the ID into the URL
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How the Sausage is Made
Click a mark to test the URL action
You should be prompted to login
Login and publish with the page you want the user to land on when they open the dashboard