REPORTING & DASHBOARDS
Tableau Consulting
Dashboards that show you what’s driving the business, built for the people who have to act on it.
Sound familiar?
It’s accurate, and nobody opens it
This is what we get called about most. The data’s right, the refresh works, and people still email an analyst for a one-off export.
Every dashboard shows everything
Forty filters, six tabs, no point of view. When a dashboard tries to answer every question, people can’t find the one they came for.
The board deck is assembled by hand
Someone loses three days a quarter to it. By the time it’s read, the numbers have moved.
Built by someone who left
Calculated fields nobody documented, extracts refreshing at 4am for reasons lost to history, a workbook called final_v3_USE_THIS. It works well enough that nobody’s willing to be the one who breaks it.
What we do
Dashboards built from scratch, starting with what you need to decide and working backwards
Executive and operational reporting shaped around the decisions your leaders actually make
Data models and sources that reconcile and refresh without supervision
Design and UX work: hierarchy, color, layout, and cutting whatever isn’t pulling its weight
Customer-facing reporting, with row-level security so each client sees only their own data
Tableau Cloud and Server setup, permissions, governance
Training and documentation so your team can build the next one themselves
Design is what clients mention most when they explain why they called. Tableau will let you build almost anything, which is how so many Tableau dashboards end up cluttered. We put the important numbers right on the front page, so people don't have to filter six different ways to find what matters.
Case studies
TheKey
TheKey provides in-home senior care, so staffing is the business. Too few caregivers in a market and you turn work away. Too many and you’re paying for people to sit idle.
We built executive Tableau dashboards that show where demand is running ahead of supply, so they can hire into the markets that need it and ease off in the ones that don’t. Alongside those, reporting on which marketing spend produces leads that actually convert, and sales views showing which reps are performing and which need coaching. None of it is customer-facing. It exists so the people running the business make better calls.
Structurely
Structurely's customers wanted to see how its AI agents were performing. We rebuilt the data pipelines, redesigned the dashboards and embedded them in Structurely's client portal. The reporting has since become an additional revenue stream for them.
Career Now Brands
Career Now Brands wanted their customers to see how its AI recruiting system performs, without hiring a full-time Tableau developer. We built the customer-facing reporting suite and still support it on a fractional basis.
How a project works
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks.
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
Questions we get asked
Our dashboards are accurate but nobody uses them. Is that a Tableau problem?
Almost never. It’s usually a design problem. The dashboard answers a question nobody asked, or answers eight at once, or takes nine seconds to load and people gave up on it in week two. We start by watching how people try to use it.
Can you embed Tableau in our product?
We’ll build the reports and set up the row-level security so each customer only sees their own data. The embedding itself is your developers’ job. We’ll work alongside them on what the reports need to do, but we’re not writing code inside your application.
Tableau or Power BI?
Same job, different strengths. Tableau gives us more design freedom and more room for analysts to poke around. Power BI wins on license cost and on integration if you’re already on Microsoft. We build in both, so we don't have a reason to push you toward either one.
Is Tableau only worth it if the reporting goes to customers?
No. Most of our Tableau work is internal: executive dashboards, operations, sales performance. Customer-facing is one use, not the main one.
Cloud or Server?
Both. New work mostly goes to Cloud. If you’re on Server we can work with it, though we’d want to understand why you’re there before suggesting a move. Sometimes there’s a good reason.
The dashboards on your site use sample data. Can we see real work?
The ARR Story, the Tableau dashboard on the Our Work page, runs on synthetic data, because client data isn’t ours to publish. It’s there so you can click around and judge the design and the interaction. On a call, we’re happy to walk you through real projects.
Starting fresh, or starting over?
Either one is a fine place to start. Show us what exists, or describe what you want, and we'll tell you how we'd approach it.