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Performance Reporting Using Tableau

Consolidating disparate retail data sources into a centralized Tableau platform to deliver real-time, data-driven insights for marketing and sales optimization.

Client

A leading retailer of products for events, operating several company-owned and franchise outlets across the US and Canada.

Problem Statement

The client struggled with manual reporting from disparate systems, resulting in a lack of real-time insights for effective omni-channel decision-making.

Industry

Retail

Solution

Intelligent Enterprise

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Quick Summary

  • Delivered a one-stop visual analytics solution using Tableau to monitor and track omni-channel marketing and sales activities.
  • Integrated and blended large datasets from Salesforce, Google Analytics, PostgreSQL, and Google Sheets into centralized, dynamic dashboards.
  • Automated the previously manual reporting process, significantly reducing time and effort.
  • Enabled data-driven insights that improved sales analysis, market identification, and resource investment, leading to informed strategic decisions.
     

Client Profile

Our client is a leading retailer of products for events, operating several company-owned and franchise outlets in the US and Canada. 

Challenges

  • Fragmented Reporting: Disparate systems for technical, marketing, product, and sales metrics prevented a complete, centralized view of performance.
  • Outdated Data: Lack of real-time insights in existing reports led to inefficient and flawed decision-making.
  • Time-Intensive Process: The existing reporting required manual gathering of information from multiple data sources, consuming significant time and effort.
  • Incomplete Picture: Inability to include crucial offline data (e.g., marketing spend/budget) alongside digital analytics.

QBurst Solution: Centralized Tableau Analytics

QBurst implemented Tableau as an end-to-end visual analytics solution to meet the client's need for a real-time, integrated, and accessible reporting interface. We used Tableau Desktop to build interactive dashboards offering insights into traffic funnels, marketing costs, supplier listings, and sales.

  • Multi-Source Integration: Integrated large amounts of data from Google Analytics, Salesforce, and PostgreSQL. Offline budget and marketing spend data were also consolidated via Google Sheets and merged into the reports.
  • Near Real-Time Delivery: Dashboards were published on the client's Tableau Server with scheduled data refresh using optimized live/extract connections to ensure near real-time data visibility.
  • Granular Visualization: Created a mapping table in Tableau to visualize supplier offerings and product sales geographically by market area/zip code.

Technical Highlights

  • Drill-Down Capability: Enabled users to switch from executive summaries to more detailed and granular views.
  • Self-Service Reporting: Selective user rights allowed permitted users to create new dashboards directly from the Tableau server.
  • Custom Filtering: Implemented advanced custom date filters to view data by day, week, or month.
  • Responsive Design: Dashboards to be responsive for access on multiple device layouts.
  • Key Reports: Development of critical reports, including the 360-degree Summary Dashboard and the Funnel View Report with previous period comparisons.

Impact

  • Real-Time Visibility: Achieved an integrated, real-time overall view of customers and suppliers.
  • Operational Efficiency: Automated reporting processes dramatically reduced manual effort and time by over 60%.
  • Strategic Growth: Faster insights into KPIs enabled quick analysis of sales, identification of top-selling markets/products, and informed investment in new markets.
  • Process Streamlining: Lead progression reports helped analyze agent activities to streamline specific operational areas.
  • Data Democratization: Business teams gained the ability to explore and analyze data easily, extending the value of data across the entire organization.

Client Profile

Challenges

QBurst Solution: Centralized Tableau Analytics

Technical Highlights

Impact

Recognized for Growth. Trusted for Impact.

Deloitte Technology Fast 50 India, Winner 2024

Deloitte Fast 50 India, Winner 2024

Dun & Bradstreet

Leading Mid-Corporates of India, 2024

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Major Contender, QE Specialist Services


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