Timeline: 4 weeks
We’ll kick off the project and discuss your goals with Tableau CRM as well as what metrics, reports and dashboards are desired.
We’ll configure Tableau CRM Dataset, in consultation with our analytics team and configure any lenses or queries.
We’ll create two dashboards and up to 5 report widgets, customized to your business metrics.
We’ll configure the desktop, mobile and tablet layouts for an optimized experience both at your desk and on the go.
We’ll provide one hour of training on how to create and configure Tableau CRM, including report widgets and dashboards.