Tableau+ | Salesforce
Salesforce, Inc.External reviews
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Tableau Review
What do you like best about the product?
Types of reporting that it provides in terms of measuring the success of my individual accounts.
What do you dislike about the product?
Slow; default views are not optimized, especially when it comes to automated reporting.
What problems is the product solving and how is that benefiting you?
Monitoring the success of my business through numbers. It helps to be able to project future revenue recognition on specific accounts as well.
Recommendations to others considering the product:
N/A
Great Analytical Tool
What do you like best about the product?
I love the ease and ability to pull data fairly quickly, especially while in meetings. About half of my daily and weekly reporting comes out of here.
What do you dislike about the product?
Sometimes load times, typically when using multiple filters, can be really slow.
What problems is the product solving and how is that benefiting you?
Tableau allows us to put many different reports, charts, and documents in a shared space, with the ability to only let certain people access each area.
Recommendations to others considering the product:
If you manage large amounts of data and have a need present that data to others, Tableau is definitely the way to go. It, also, makes it easy for you to manipulate the data in an attractive way and allow for anyone to understand what is in front of them.
Tableau Reveiew
What do you like best about the product?
It is a very nice and functional platform. There are a ton of different options you can use for graphics and tables. It can be utilized to tabulate a lot of differing information for a clearer picture, as well as make a lot of graphics to share.
What do you dislike about the product?
It is not fast, that is proabably its biggest downfall. It seems like it takes forever to load, and then takes forever to make any selections. In addition to that, it likes to default to the starting point, instead of being able to unclick certain areas and reclick to re-view.
What problems is the product solving and how is that benefiting you?
We use it for a lot of different items: Satisfaction, production, views for new sales/confirms, meetings had, comparison.
We use it figure trends in data and where succesful people are, and where areas of improvement are
We use it figure trends in data and where succesful people are, and where areas of improvement are
Share Data and Vizualizations with Ease
What do you like best about the product?
Tableau Server is intuitive, customizable and secure. I love that users can alter a view and save as their default so it opens to the most relevant information. Dashboards are easy to share with no need to download additional software.
What do you dislike about the product?
Setting the permissions appropriately so dashboards can be shared with select groups can sometimes get complicated.
What problems is the product solving and how is that benefiting you?
I'm using Tableau to make my report more efficient, automated, and tell the story in a clean, organized way. Reports that previous existed in Excel that were slow to open, difficult to update and hard to look at are now a joy to review.
Recommendations to others considering the product:
Tableau Server can enable you to share dashboards via the Mobile App, but keep in mind that this will require additional security measures
Great to manage workflow
What do you like best about the product?
It provides easy and user friendly reports for managing workflow
What do you dislike about the product?
There are a few steps you have to take to get to the reporting you need.
What problems is the product solving and how is that benefiting you?
It is very customizable.
Recommendations to others considering the product:
Have patience as it can be overwhelming at first.
Tableau Review
What do you like best about the product?
The breadth of info into one report can help tell multiple stories for customers.
What do you dislike about the product?
Load times can lag depending on how much data is loaded into reports and dashboards.
What problems is the product solving and how is that benefiting you?
Product availability
Recommendations to others considering the product:
Play around with the data, use different visualization tools, and use multiple data sources to get comfortable
Awesome tool to simply pull metrics
What do you like best about the product?
I used Tableau software to pull metrics of teams all across the organization.It was already built for us to simply put in what we wanted to see and pick how we wanted to see it. It was simple, easy to use, and effective. It does take time to get used to it, but after that, it was no issue.
What do you dislike about the product?
Not a lot of complaints, but there are just tons and tons of features that you can use which can be confusing when initially learning to use the product. It is also up to your engineers or analysts building the tool for your company, whether or not it will be easy to use... But in the end, all the additional tools were super helpful.
What problems is the product solving and how is that benefiting you?
We pulled our metrics from SalesForce to see how much work was being done by each employee and over all as a team, as well as the division. It helps us visually see a trend yoy and month over month to see which seasons or months are tougher or better. It also helps individual employees be able to keep a track of their KPI and metrics.
Recommendations to others considering the product:
It is a very useful tool to pull data. I've seen PowerBI and Tableau, they're very similar to an outside (non-tech) person like me, but Tableau was fairly easy to see from the start as opposed to PowerBI, hard to figure out what is what.
Tableau
What do you like best about the product?
Ability to search for reports and create new ones fairly easily, ability to export data easily
What do you dislike about the product?
interface isn't super user-friendly, could be made more simple for "non-data" people to more easily search, discover and use the data within their perspective roles
What problems is the product solving and how is that benefiting you?
being able to look up and provide demographic info to other stakeholders, look at reports to help target sales opps, see where platform is most penetrated (or isn't)
Amazing tool for data visualization!!
What do you like best about the product?
Tableau can perform very complex data visualization in a very simple, drag and drop manner. It is also very interactive and wide range of charts available. Tableau is also very fluid on a mobile platform. Comparatively low-cost solution.
What do you dislike about the product?
Embedding or sharing charts is still a little difficult and not very user friendly. Also, scheduled reporting is not a feature yet.
What problems is the product solving and how is that benefiting you?
A lot of statistical data is used to visualize for descriptive stories or preparing predictive reports.
Recommendations to others considering the product:
This is an amazing product to create great visualizations. Although a little on the expensive end, it is a worth-it tool to invest in!
Tableau Review
What do you like best about the product?
Beautiful visuals, clean interface, integrated
What do you dislike about the product?
Not able to manipulate data as fully as I'd like
What problems is the product solving and how is that benefiting you?
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