Supercharging Tableau for Sales Productivity

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Solomon Walton
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2 Welcome

3 # T C 1 8 Supercharging Tableau for Sales Productivity Zane Murfitt Senior Manager, Sales Tableau/Named Accounts

4 # T C 1 8 Zane Murfitt Senior Manager, Sales Tableau/Named Accounts

5 Agenda Automation of the salesperson Number decoration vs sales explorer Thought process of Tableau examples How to create a workflow that guides

6 In the Words of Gary V

7 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?

8 What do you do when sales people attack? Leads are here! Get the data All the dirty work, none of the credit people! No they re here!

9 Automation of a Salesperson?

10 Sales People Want Data and it Makes Them More Effective But,

11 Pitfall #1: Number Decoration

12 Pitfall #2: Here s All the Data, Good Luck!

13 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

14 Purpose-Built Applications at Tableau

15 Purpose-Built Applications at Tableau

16 Purpose-Built Applications at Tableau

17 Our World When I Started at Tableau

18 Purpose Built Application Focused on Lists

19 How the Sausage is Made

20 To Build the Workflow or Cockpit View Grab links from Server and put them in Excel

21 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

22 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

23 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

24 To Build the Workflow or Cockpit View Add the URL action like from before

25 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

26 To Build the Workflow or Cockpit View Reach out to those who are using it for feedback

27 To Build the Workflow or Cockpit View Reach out to those who are using it for feedback Use Comments to drive engagement and use

28 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

29 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

30 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

31 My Charge to You Think application first Consistently talk to the business Avoid I don t know Incorporate other applications

My Contact Info LinkedIn I m the only Zane

32 My Contact Info LinkedIn I m the only Zane at Tableau zmurfitt@tableau.com Tableau Public Links to training and personal examples murfitt#!/ Lots of college football ewheat#!/

33 R E L AT E D S E S S I O N S Supercharging Tableau for Sales Productivity Oct 23 Time Time Location Supercharging Tableau for Sales Productivity Oct 25 10:45-11:45 AM MCCNO L2-214

34 Please complete the session survey from the Session Details screen in your TC18 app

35 #TC18 Thank you! Q&A and try this in your own environment

37 How the Sausage is Made Make sure you have an ID on detail

38 How the Sausage is Made Make sure you have an ID on detail Drag a web object out into the dashboard, choose Sheet Name

39 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

40 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

How to Aggregate Friends and Influence Pivots

Welcome # T C 1 8 How to Aggregate Friends and Influence Pivots Steven McDonald Senior Software Engineer Tableau Prep Issa Beekun Software Engineer Tableau Prep Agenda 6 things this presentation will do