Salesforce +Tableu:
Turn insight into action, with powerful data visualisation
Make better decisions, faster. Tableau helps businesses cut through complexity, turn data into visuals, and surface the insights that matter most — all in real time and with total clarity.
“When your data is visible, your direction becomes clear. Tableau gives our clients the clarity they need to move faster and make smarter choices.”
Sam Chappell, CTO, Performa IT
Why Tableau?
Modern organisations are flooded with data, but struggle to use it effectively. With Tableau, you can unlock the value in your Salesforce platform and make decisions that are grounded in real-time insight — not gut feel.
- Visualise Salesforce data with drag-and-drop dashboards
- Spot trends, bottlenecks and opportunities at a glance
- Build custom reports for sales, service, marketing or ops
- Share insights securely across teams, regions, or execs
- Enable self-service analytics — no code required
Salesforce + Tableu
“They definitely deliver the best value for money in Salesforce implementations.”
Kate Donaghy, Head of Business, Secret Escapes
See the bigger picture, every day
When Tableau and Salesforce work together, they offer:
- A single source of truth
- Sales & pipeline visibility
- Customer insights at every stage
- Data-driven service performance
- Custom reports, built once and reused forever
- Shared decision-making across departments
Frequently asked questions
What is Tableau, exactly?
Tableau is a powerful data visualisation and business intelligence tool that allows users to easily analyse and act on their data — including data from Salesforce.
Do I need technical skills to use Tableau?
No. Tableau is designed for users of all levels — from drag-and-drop dashboards to deeper analytics. Performa also provides training to help you get started quickly.
How does Tableau connect with Salesforce?
We set up a secure, live connection between Tableau and your Salesforce org, ensuring real-time data flow without manual exporting.
Can Tableau show data from other systems too?
Absolutely. Tableau can bring in data from ERPs, spreadsheets, databases, APIs — whatever you need to visualise alongside Salesforce.
Can we have different dashboards for different teams?
Yes. We create role-based dashboards so that each department sees what’s relevant to them, while maintaining data security.
What sort of KPIs can we track?
Sales forecasts, service SLAs, NPS, CSAT, lead sources, conversion rates, customer churn — anything that lives in your Salesforce or connected systems.
Do you help us design the dashboards?
Definitely. We help define the metrics that matter, then build intuitive, branded dashboards that help your team take action fast.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
