Most reporting problems are not reporting problems. They are disagreements about definitions, dressed up as a request for a dashboard. We settle the definitions first.
Salesforce reports that stop where the question starts
What it solves
Everyone has a number and none of them match
The monthly meeting spends its first twenty minutes reconciling figures instead of deciding anything. That is not a tooling problem.
Nobody agreed what the metric means
Bookings, pipeline, active customer — defined differently by finance, sales and operations, so every number is defensible and none is shared.
The board pack is assembled by hand
Days of somebody’s month spent copying figures between systems, with the errors that implies.
Dashboards were built and abandoned
Made for a question that mattered once, never revisited, and now quietly wrong.
The data is in the warehouse but the meaning is not
Technically accessible, practically unusable, because the business logic lives in people’s heads.
Self-service became self-confusion
Everyone empowered to build reports, so there are now four hundred and no agreement.
Reporting stops at the platform boundary
Salesforce reports answer Salesforce questions, and the interesting questions cross systems.
Specialties
What we implement on Tableau
We do not start with the product. We start with the problem, then use only what solves it.
Metric definition
Agreeing what things mean before building anything that counts them. The unglamorous part that determines success.
Executive dashboards
A small number of views leadership actually opens, built around decisions rather than around available fields.
Operational reporting
Day-to-day visibility for the people running the work, not just for the people reviewing it.
Salesforce and Tableau together
CRM Analytics, Tableau and native reporting used where each genuinely fits.
Data preparation
Shaping and cleaning so the visualisation is not compensating for the source.
Governance
Certified sources, ownership and a route for retiring reports that have outlived their question.
Embedded analytics
Insight where the work happens rather than in a separate tool nobody opens.
Enablement
Teaching your people to maintain it, so you are not dependent on us for a chart.
Our process
You see working software long before go-live
The same shape on every engagement, sized to the business. Each stage produces something you can look at and react to, rather than a document you approve and hope for.
01
Discovery
We learn how your business runs before we touch the org — including the parts that are not on Salesforce yet.
02
Blueprint
Scope agreed and locked, priorities set, and a phased plan that says plainly what is not happening in phase one.
03
Build in phases
Regular demos of real, working configuration — so course corrections happen while they are still cheap.
04
Deploy and enable
Migration, testing, cutover and training owned by us — adoption is part of the job, not an afterthought.
05
Beyond go-live
The same team stays. Go-live is where the value starts compounding, not where the relationship ends.
Integrations
One version of the number, wherever it is read
Analytics is only as trustworthy as its sources. These are the categories most often feeding it.
Salesforce
Pipeline, service and revenue data at the grain the question needs.
Sales Cloud · Service Cloud · Data Cloud
ERP and finance
The numbers finance will actually stand behind.
NetSuite · Sage Intacct · SAP · QuickBooks
Data warehouses
Where cross-system questions get answered.
Snowflake · BigQuery · Redshift · Databricks
Operational systems
Field service, project and industry platforms carrying delivery reality.
Field Service · Procore · Viewpoint Vista
Marketing
Spend and engagement joined to the pipeline they produced.
Account Engagement · Google Analytics · LinkedIn
Spreadsheets
Still a legitimate source when it is the only place a thing exists.
Excel · Google Sheets
Client stories
Reporting in the wild
Food and beverage
Chomps
A Salesforce org sitting unused turned into a real-time business intelligence platform — campaign management, structured reporting and the visibility leadership had been assembling by hand.
Thirty estimators sharing one spreadsheet, with metrics only available through manual extraction. Executive and frontline dashboards were driving real decisions within four to five months — and the internal team can build and modify reports without calling us.
Not a cookie-cutter demo. A conversation about what your leadership needs to see, what it currently takes to produce it, and where the definitions diverge.
