Welcome

Sales @Tableau | Supercharging Tableau for Sales Productivity

Zane Murfitt

Senior Manager, Sales

Tableau/Named Accounts

# T C 1 8

Zane Murfitt

Senior Manager, Sales

Tableau/Named Accounts

# T C 1 8

Agenda

Automation of the salesperson

Number decoration vs sales explorer

Thought process of Tableau examples

How to create a workflow that guides

In the Words of Gary V

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?”

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

Automation of a Salesperson?

Sales People Want Data and it Makes Them More Effective

But,

Pitfall #1: Number Decoration

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

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

Purpose-Built Applications at Tableau

Purpose-Built Applications at Tableau

Purpose-Built Applications at Tableau

Our World When I Started at Tableau

Purpose Built Application Focused on Lists

How the Sausage is Made

To Build the Workflow or Cockpit View

Grab links from Server and put them in Excel

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

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

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

To Build the Workflow or Cockpit View

Add the URL action like from before

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

To Build the Workflow or Cockpit View

Reach out to those who are using it for feedback

To Build the Workflow or Cockpit View

Reach out to those who are using it for feedback

Use Comments to drive engagement and use

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

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

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

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 at Tableau

Email

zmurfitt@tableau.com

Tableau Public

Links to training and personal examples https://public.tableau.com/profile/zane.murfitt#!/

Lots of college footballhttps://public.tableau.com/profile/fearthewheat#!/

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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Q&A and try this in your own environment

How the Sausage is Made

Make sure you have an ID on detail

How the Sausage is Made

Make sure you have an ID on detail

Drag a web object out into the dashboard, choose “Sheet Name”

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

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