Tableau+ | Salesforce
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I use Tableau to create various data dashboards for our company.
What do you like best about the product?
It can create interactive data for my audience.
What do you dislike about the product?
Not easy to change the location where we save files.
What problems is the product solving and how is that benefiting you?
It allows us to show map data and provide our audiences with interesting and insightful charts.
regular use tool for data querying
What do you like best about the product?
Tableau allows our team to create custom databases on key customer information, pulling key information for customer QBRs, usage data and a range of key metrics to understand customer behaviour
What do you dislike about the product?
hard to setup reports without experience
What problems is the product solving and how is that benefiting you?
Tableau gives us excellent views on multiple key metrics we use as CSMs, usage data, user data, revenue tracking, YoY data, product data and so much more! it really helps us understand customer behaviour, spot opportunities and drive relevant conversations
Simple and effective
What do you like best about the product?
I like how simple it is to search and find the document you need to create spreadsheets
What do you dislike about the product?
I haven't had any issues so far that were related to Tableau itself.
What problems is the product solving and how is that benefiting you?
Helps to view older online account access details to better prevent fraud
Powerful and user-friendly tool for visualizing data effectively
What do you like best about the product?
Tableau makes it easy to create interactive dashboards with just a few clicks.
It connects seamlessly with various data sources like Excel, databases, and cloud apps like Salesforce, AWS, GCP, Microsoft Azure, etc.
The drag-and-drop interface is very natural even for beginners, and its data visualization capabilities are among the best.
It connects seamlessly with various data sources like Excel, databases, and cloud apps like Salesforce, AWS, GCP, Microsoft Azure, etc.
The drag-and-drop interface is very natural even for beginners, and its data visualization capabilities are among the best.
What do you dislike about the product?
Tableau can get expensive, especially for small businesses or individual users.
What problems is the product solving and how is that benefiting you?
Tableau helps transform raw data into meaningful insights quickly and interactively.
It solves the problem of manual reporting and static Excel charts by offering dynamic dashboards that update in real-time.
It solves the problem of manual reporting and static Excel charts by offering dynamic dashboards that update in real-time.
Powerful Visual Analytics Tool
What do you like best about the product?
Tableau is one of the best tools out there when it comes to visualizing and working with data. It's really easy to use and visualize data in different formats. One of the things we like most is how easily it connects to different data sources, whether it’s an Excel sheet, a database, or cloud platforms. Its helping us for our day to day operations
What do you dislike about the product?
The major dislike is the cost—licenses are so expensive, and a startup company can't afford more licenses due to the high cost. Also, in some areas they have limited customization
What problems is the product solving and how is that benefiting you?
Tableau helps solve one of the biggest challenges we face—turning raw data into something understandable and actionable. Before Tableau, we relied heavily on Excel sheets that were hard to maintain, slow to update, and didn’t give a full picture. Now, with Tableau, everything is easy.
Performance Dashboard Overview
What do you like best about the product?
You can pull a comprehensive set of agent metrics into one place—performance, solved rate, star ratings, SPH, etc.—without needing to chase it down in separate tools. The ability to export to Excel gives you control to slice and analyze the data how you want—even if it’s frustrating at times. You’re likely managing a lot of agents, and Tableau can handle large data sets, even if it’s not real-time. It's built for big-picture views across the team.
What do you dislike about the product?
Data lags behind, which means you can’t act on issues immediately. By the time agents see results (if they do), the moment to improve may have already passed. Even though you can export data easily, you have to spend time editing it in Excel—filtering, cleaning, formatting—just to make it usable. This defeats the point of an automated tool and adds to your workload. If data sources aren’t perfectly maintained, the dashboard can break or display errors, leaving you stuck or reliant on another team to fix it.
What problems is the product solving and how is that benefiting you?
Problem: Agent performance data lives in multiple systems (e.g., Medallia, CRM, internal platforms).
Solution: Tableau consolidates this data into one centralized view, so you're not wasting time digging through systems.
Problem: Raw numbers in spreadsheets are hard to interpret and communicate.
Solution: Tableau turns metrics into graphs, charts, and dashboards, making trends and outliers easy to see.
Problem: Creating recurring reports from scratch is time-consuming.
Solution: Tableau lets you build repeatable dashboards that update on a schedule or refresh with new data.
Solution: Tableau consolidates this data into one centralized view, so you're not wasting time digging through systems.
Problem: Raw numbers in spreadsheets are hard to interpret and communicate.
Solution: Tableau turns metrics into graphs, charts, and dashboards, making trends and outliers easy to see.
Problem: Creating recurring reports from scratch is time-consuming.
Solution: Tableau lets you build repeatable dashboards that update on a schedule or refresh with new data.
An elaborate tool for data visualization.
What do you like best about the product?
1. Unlike PowerBI's DAX , tableau's fomula language is a bit easier to construct and understand.
2. Large data are easily managed by tabealu where as powerbi might struggle with large quantum of data.
3. Visulization variety is more, one can develop visually intuitive visulization/ dashboards.
4. Documentation is extensive for the software and the tableau community is strong, any doubts can be clarified easily.
5. Can be used easily for Daily management system.
2. Large data are easily managed by tabealu where as powerbi might struggle with large quantum of data.
3. Visulization variety is more, one can develop visually intuitive visulization/ dashboards.
4. Documentation is extensive for the software and the tableau community is strong, any doubts can be clarified easily.
5. Can be used easily for Daily management system.
What do you dislike about the product?
1. There is learning curve to learn the tool
2. Unlike PowerBI integration in the Microsoft 365 environment, Tableau's integration in other software is limited (in fact in most cases it is null)
3. Tableau Liscence is expesive, I only learn Tableau bacause my organization wanted to use Tabelau.
2. Unlike PowerBI integration in the Microsoft 365 environment, Tableau's integration in other software is limited (in fact in most cases it is null)
3. Tableau Liscence is expesive, I only learn Tableau bacause my organization wanted to use Tabelau.
What problems is the product solving and how is that benefiting you?
1. Tableau helps in simplifying complex data through interactive dashboards and visuals that makes patterns the trend easy to see.
2. Real time data analysis and dynamic dashboard are biggest advantages of the tool.
3. Faster decision for problems, since management can see the latest data and trend.
2. Real time data analysis and dynamic dashboard are biggest advantages of the tool.
3. Faster decision for problems, since management can see the latest data and trend.
View real time data anywhere
What do you like best about the product?
Tableau allows management to view real time data anywhere and data is presented in great organizations.
What do you dislike about the product?
If the souce data has issues, dashboard may produce inaccurate data.
What problems is the product solving and how is that benefiting you?
It summarize data from different sources in one location and easy for management to view and make decisions.
Great tool for data dashboard creation and management
What do you like best about the product?
the options for presenting data visually that make it quite attractive
What do you dislike about the product?
How complex it can become to set up a new dashboard, due to the way the data is pulled and the way the data is used
What problems is the product solving and how is that benefiting you?
Centralizes all the data from my work area and allows us to have clear, real-time department metrics.
Tableau from and end user's perspective
What do you like best about the product?
Tableau dashboards are simple to use and make data exploration a whole lot easier. It supports a wide range of data sources, making it simple for me to create visualisations with multiple points of information. Drag-and-drop capability simplifies chart generation, and even complicated dashboards are simple to explore and customise. Tableau's interactive dashboards provide stakeholders with complete control over how they explore data. Tableau makes it easier to provide live updates and share reports with the community. It also works well on browsers and on mobile devices, making it easy to access from anywhere.
What do you dislike about the product?
Tableau does not offer an AI assistant to walk you through difficult queries, and the learning curve is high for beginners. Working with large data sets has a negative impact on performance. In terms of pricing, PowerBI appears to be less expensive than Tableau. It is inconvenient to distribute dashboards outside of the Tableau environment.
What problems is the product solving and how is that benefiting you?
Tableau helps to tackle the problem of delayed and unclear data access. Before Tableau, I had to manually retrieve data from numerous sources and convert it to a standardized format for visualization. I can filter and examine it independently because Tableau supports data from several sources. As a result, I am less reliant on others, have more time, and am more productive. Additionally, it has greatly facilitated my ability to handle vast volumes of data, enabling me to make data-driven decisions more quickly and confidently. Also, the dashboard sharing function has improved my collaboration with my colleagues and made it easier to work on projects together.
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