*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

*Compared to a standard Pipeline, a Weighted Pipeline introduces the concept of "Probability of Closing" (expressed in %) for each opportunity, which allows a more accurate and realistic analysis of the pipeline.*

#### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Weighted Pipeline Value: Total amount of open opportunities, weighted by probability of closing (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### All opportunities

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** (date): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount
* **Probability %** (numeric): Probability to win the opportunity (0.5 stands for 50%)

### Understand the Data Model Requirements

Salesforce Sales Cloud Weighted Pipeline

Sales Cloud: Conduct overall sales pipeline review (opportunities having a probability of close)

Desktop

Built by Tableau + Salesforce

Expert

English

Sales

TOLSupported

Salesforce

ERP & CRM

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### *All opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** (date): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount
### Understand the Data Model Requirements

#### The Accelerator shows data from these objects:

* Opportunity (custom field Opportunity Created Date (CreatedDate\_\_c))
* Account
* User

Salesforce Sales Cloud Sales Pipeline

Sales Cloud: Conduct overall sales pipeline review

Advanced

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

*Compared to a standard Pipeline, a Weighted Pipeline introduces the concept of "Probability of Closing" (expressed in %) for each opportunity, which allows a more accurate and realistic analysis of the pipeline.*

#### Answer key business questions

* What is the size of our sales pipeline: overdue, short, medium, and long term?
* What was our ability to convert opportunities?
* Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
* How is our sales pipeline composed?
* Which account(s) drive our ability to convert opportunities?

### Monitor and improve KPIs

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Weighted Pipeline Value: Total amount of open opportunities, weighted by probability of closing (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### All opportunities

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **Open Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
* **Won Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
* **Created Date** (date): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount
* **Probability %** (numeric): Probability to win the opportunity (0.5 stands for 50%)

Weighted Sales Pipeline

Conduct overall sales pipeline review (opportunities having a probability of close)

The Tableau Accelerator for **Salesforce CDP Customer Engagement** is a comprehensive exploratory dashboard that provides marketing and sales teams with a holistic view of the level of engagement of customers across the five channels: Sales, Email, Messages (SMS), Website, and Push Notifications. It enables them to select the best channels to interact with the customer, develop relevant messaging and create positive customer experiences to increase loyalty and retention.

This Tableau Accelerator allows you to:

* Assess the level of engagement of customers across the five channels:
 * Direct Engagement (Sales)
 * Emails
 * Messages (SMS)
 * Website
 * Push Notifications
* **Select the best channels to interact with the customer**
* **Develop relevant messaging**
* **Create positive customer experiences to increase loyalty and retention**

## Getting Started Steps

1. Ensure you have Tableau Desktop version 2022.3 or higher installed and that it is licensed.
2. Ensure the Tableau has been provisioned access to pull data from CDP. There is great documentation on how to do this on [CDP’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).
3. Download the Tableau Workbook using the Download button in the upper right portion of this page.
4. Double-click to open the downloaded workbook. The workbook will have demo data when you first download it.
5. Once you open the workbook, click on the Data Source tab in the lower-left corner of the Tableau dashboard.
6. Authenticate into your CDP account. Follow the instructions and log in to CDP for Tableau to establish a connection.
7. Note: we recommend users to execute the queries in “Extract” mode. Extract creation against your CDP data might take some time depending on the data volume in your CDP.
8. The Accelerator comprises five dashboards. We built each on top of a separate data source. If, for example, you do not have push engagement data, you can delete the dashboard page Push Notifications. This will not affect the other dashboards.
9. The Accelerator shows data from the following Customer Data Platform (CDP) standard objects.

* Message Engagement (sms) :

1. Object "Message Engagement"→ Object API Name "ssot\_\_MessageEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Push Notifications:

1. Object "Device Application Engagement"→ Object API Name "ssot\_\_DeviceApplicationEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Email Engagement :

1. Object "Email Engagement"→ Object API Name "ssot\_\_EmailEngagement\_\_dlm"
2. Object "Engagement Topic"→ Object API Name "ssot\_\_EngagementTopic\_\_dlm"
3. Object "Campaign"→ Object API Name "Campaign\_\_dlm"
4. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
5. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Direct Engagement - Sales:

1. Object "Sales Order Product"→ Object API Name "ssot\_\_SalesOrderProduct\_\_dlm"
2. Object "Sales Order"→ Object API Name "ssot\_\_SalesOrder\_\_dlm"
3. Object "Goods Product"→ Object API Name "ssot\_\_GoodsProduct\_\_dlm"
4. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
5. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Website Engagement :

1. Object "Website Engagement"→ Object API Name "ssot\_\_WebsiteEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

## Engagement Level :

The marketing team uses the Engagement level to gauge the level of interaction and the strength of the relationship with the customer.
In this Tableau Accelerator, the Engagement level is measured for each of the five Channels: Sales, Email, Website, Messages, and Push notifications.
For each channel, a KPI represents the level of engagement of customers. This configuration can be changed using the KPI selector located in the upper left corner of each page.
For example, for Direct Engagement (Sales), the Engagement level can be evaluated by any of the following KPIs:

* **Lifetime Value**
* **Lifetime Sales**
* **Nb Orders**
* **Purchase Frequency**
* **Average Order Value**

All Individuals are then sorted (based on this KPI) in descending order, and finally grouped by segments.
Let’s say we have 100 individuals, and we selected the "Nb Orders" as the KPI which represents the engagement level. These 100 individuals are ranked, with 1st rank being the individual with the highest number of orders; then assign these individuals to
Segments.

* VERY HIGH Engagement: rank 1-20
* HIGH Engagement: rank 21-40
* MEDIUM Engagement: rank 41-60
* LOW Engagement: rank 61-80
* VERY LOW Engagement: rank 81-100

This segmentation can, of course, be customized.

#### Tips to adjust the dashboards as part of this accelerator

* All data sources are built using custom queries. You can edit them and add custom calculations.

Some optional fields may not exist in your Org: in that case, the refresh will fail, and you have to edit the query and add ‘N/A’ As “Field Name”.

* You can reduce the number of records loaded to improve refresh performance by adding filters to the queries, for example to load only the last two years you can add a where clause like this: WHERE YEAR(WE."ssot\_\_EngagementDateTm\_\_c")>=(YEAR(CURRENT\_DATE)-1)

## Explore the Dashboard: Direct Engagement - Sales

### Answer key business questions

* What is the direct contribution of customers to the company's profit during their lifetime?
* How can we optimize our marketing strategies?
* Which RFM Segment should we target in our Campaigns to maximize customer’ value?
* Who are our customers? How can we interact with them more effectively?
* How does our customer base grow over time?

### Monitor and improve KPIs

* Lifetime Value
* Total Sales
* Lifetime Sales
* Active Customers #
* New Customers #
* Retention Period
* RFM Analysis
* Repeat Purchase Rate
* Average Order Value
* Order #
* Purchase Frequency
* % of Total Sales by Repeat Customers
* % of Total Sales by New Customers
* Customer # by Engagement Level
* Customer % by Engagement Level

## Explore the Dashboard: Email Engagement

### Answer key business questions

* How effective are our email campaigns?
* Which customer group has the best / worst Open rate?
* Are we sending emails to the right group of customers?

### Monitor and improve KPIs

* Campaigns #
* Delivered Emails
* Opened Emails
* Open Rate
* Unique Clicks
* Click-Through Rate
* Unsubscribes
* Unsubscribe Rate
* Subscribers # by Engagement Level
* Subscribers % by Engagement Level

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”: Expected Values: Send, Open, Click, Bounce, Opt Out
* Field API Name “Loyalty\_Member\_Tier\_\_c”: As this is an optional field, we defaulted it to ‘N/A’.
 If you are using the Salesforce Loyalty Cloud, you can activate this field by editing the data source and modifying the query: search for 'N/A' as "Loyalty Member" and replace 'N/A' with "Loyalty\_Member\_Tier\_\_c".

## Explore the Dashboard: Website Engagement

### Answer key business questions

* How interested our users are with our brand / Product?
* Which group of users are most / least engaged with our products?
* How often do our users visit our website?
* What hours are the peak website traffic hours?

### Monitor and improve KPIs

* Stickiness Rate
* Daily Active User
* Monthly Active Users
* Total Actions
* Registered Users #
* Engaged Users #
* Conversion Rate
* Registered Users # by Engagement Level
* Registered Users % by Engagement Level

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”
* Expected Values: Engage Content

## Explore the Dashboard: Message Engagement

### Answer key business questions

* Who is the most engaged customer?
* At which hour the peak of open rate?
* With which group of users we are most successful?
* What is the optimal number of messages we should send per individual per week to maximize Delivery Rate?

### Monitor and improve KPIs

* Sent Messages #
* Opt-in #
* Delivery Rate
* Messages # Sent per Recipient per Week
* Recipients #
* Recipients # by Engagement Level
* Recipients % by Engagement Level

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”
* Expected Values: Delivered, Undelivered, Opt In, Opt Out

## Explore the Dashboard: Push Notifications

### Answer key business questions

* At what extent our notification is engaging users?
* At which hour the peak of open rate?
* What is the volume of Notification Sent and how successful are the campaigns?
* What is the optimal number of Push Notifications we should send to maximize Open Rate?

### Monitor and improve KPIs

* Sent #
* View Rate
* Open Rate
* Receivers #
* Notification Sent per Receiver per Week
* Receivers # by Engagement Level
* Receivers % by Engagement Level

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”: Expected Values: Sent, Open, Display

Salesforce CDP Customer Engagement

Assess Customer Engagement across multiple channels: Sales, Email, Website, Message, and Push.

Salesforce CDP

Marketing

The CDP Identity Resolution dashboard turns your data into a digestible series of charts to help you explore how Identity Resolution in CDP is working for your business. See a snapshot of your ingested sources, how they contribute to unified individuals, how unified individuals are composed, and a few common scenarios to explore to see how matching rules and/or data quality may be affecting your Identity Resolution results.

### Answer key business questions

* What volume of Source Individuals was ingested?
* How were Unified Individuals composed?
* Do the matching rules result in expected outcome?

### Monitor and improve KPIs

* **Number of Email Addresses**: The average number of Email Addresses that match the rules for each Unified Individual created
* **Number of First Names**: The average number of First Names that match the rules for each Unified Individual created
* **Number of Phone Numbers**: The average number of Phone Numbers that match the rules for each Unified Individual created
* **Number of Source Individuals**: The number of Individuals in the Source Objects that will be processed
* **Number of Source Objects**: The number of Source Objects: Each data source is made of Source Objects: it can be Email table, User table, Orders table,...
* **Number of Sources**: The number of data sources from which data will be consolidated to create a unified profile
* **Number of Unified Individuals**: Number of unified customer profile records that the ruleset job created

### Required attributes

* **ssot__EmailAddress__c** *(string)*: Email Address of the source
* **ssot__FormattedE164PhoneNumber__c** *(string)*: Phone Number of the source
* **ssot__Id__c** *(string)*: Unique identifier of the Source record
* **ssot__BirthDate__c** *(date)*: Birth date of the Unified Profile
* **ssot__EmailAddress__c** *(string)*: Email of the Unifed Profile
* **ssot__FirstName__c** *(string)*: First Name of the Source
* **ssot__FirstName__c** *(string)*: First Name of the Unified Profile
* **ssot__GenderId__c** *(string)*: Gender of the Unified Profile
* **ssot__LastName__c** *(string)*: Last Name of the Source
* **ssot__LastName__c** *(string)*: Last Name of the Unified Profile
* **ssot__FormattedE164PhoneNumber__c** *(string)*: Phone Numbers of the Unifed Profile
* **ssot__Id__c** *(string)*: Unique identifier of the Unified Profile
* **Table Name** *(string)*: Name of the ruleset
* **ssot__DatasourceId__c** *(string)*: Unique identifier of the Datasource
* **ssot__DataSourceObjectId__c** *(string)*: Unique identifier of the Datasource Object
* **SourceRecordId__c** *(string)*: Unique identifier of the Source record
* **UnifiedRecordId__c** *(string)*: Unique identifier of the unified record

## Getting Started Steps

1. Ensure the Tableau has been provisioned access to pull data from CDP. There is great documentation on how to do this on [CDP’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).
2. Download the Tableau Workbook using the Download button in the upper right portion of this page. The workbook will be downloaded with a set of demo data and you will need to make a few updates for the workbook to use your data.
3. Open the downloaded workbook. It should be named **Salesforce CDP Identity Resolution.twbx**
4. Once you have opened the workbook, click on the Data Source tab in the lower left corner of the Tableau dashboard.
5. At this point, you will be asked to Authenticate into your CDP account. Please follow the instructions and log in to CDP for Tableau to establish a connection.
6. Next you will need to update both Data Sources for this workbook: **Unified Profiles** and **Source Profiles**
7. To update the Unified Profiles you need to first click Edit in the upper right portion of the page. The workbook has a filter that was set for performance reasons that needs to be removed.
8. After you click Edit, a popup window will appear and there will be a filter that is set. The filter that comes as a preset needs to be deleted. Click on the filter and then Remove.
9. Once you have removed the filter, please click Refresh in the upper right portion of the page.
    1. Note: Depending on the amount of data in your CDP account this process could take 10+ minutes
10. Follow those same instructions (steps 7-9) for Source Profiles.
11. Once you have made the necessary updates and Tableau has imported the necessary data from your CDP account, go back to the Identity Resolution - Cockpit tab and the workbook will refresh and show your data.
    1. Note: The refresh of the workbook can take a few minutes depending on the amount of data in your CDP account

## Explore the Dashboard

### Cockpit

The Cockpit is your home page to the CDP Identity Resolution Dashboard. It gives you a few high level summaries and jumping off points to further explore your data.

* Digest a quick summary of the number of Source Individuals that were ingested and how many Unified Individuals were created during the Identity Resolution process **(1)**
* See a breakdown of how many Source Individuals were ingested per source **(2)**
* See how many Unified Individuals each source contributed to **(3)**
* See the percentage of how many Unified Individuals each source contributed to (in this instance you can see that the source S3\_Mobile\_Individual contributed to 5.0M out of the total 6.6M, which is equal to 76%) **(4)**
* Quickly level set on how your Unified Individuals were created by understanding on average how many Source Individuals are in each Unified Individual and from how many sources they came from **(5)**
* The chart used in **UNIFIED INDIVIDUALS: How are Unified Individuals composed?** may be a little confusing at first glance, but it can be extremely useful. Let’s breakdown how to interpret what it’s telling you.
    * The chart shows you the intersection of how many Unified Individuals are composed from Sources (top-axis) and Source Individuals (left-axis). In this example, you can see that there are 5.9M Unified Individuals that came from 1 source individual record and 1 source. This means in essence that these records were unable to match to any other records across your entire population of data in CDP. **(6)**
    * Another example shown in this chart is at the intersection of 2 Sources and 2 Source Individuals. This is telling you that there are 326.4K Unified Individuals that are composed to 2 records from separate sources. A practical example of this would be a record coming from Service Cloud matching to a record coming from Marketing Cloud. **(7)**
* The last chart shown in **MATCH RULES: Do the matching rules result in the expected outcome?** shows you a few helpful scenarios of how many email addresses, phone numbers, and first names there are across Unified Individuals. These three attributes were specifically chosen as they are often times leading indicators of erroneous matching. Any click on this chart will show you a preview of records that meet the criteria of your click on the second tab of this dashboard.
    * A potentially problematic example in this chart is highlighted by the fact that 1 Unified Individual has 6-10 phone numbers. As you know it is unlikely that any single person has more than 2-3 phone numbers. Clicking on this portion of the chart will allow you to see the exact Unified Individual and the contributing Source Individuals that compose the record. Often times issues like data quality, where a bad email such as email@email.com, can be the binding link for these records. **(8)**

Please refer to the image below of the *Cockpit* of the Identity Resolution Dashboard as the descriptions above correspond to numbered references on the image.

### Unified Individual Details

The Unified Individual Details tab is the place where you can further explore granular insights into your Identity Resolution results, understand how records were combined to form unified individuals, start to form an educated hypothesis on whether your Identity Ruleset is working for your business and start to form an educated hypothesis on whether data quality issues may be affecting your results.

* This tab of the dashboard dynamically adjusts to the click path you take to enter it. In this example, the tab was entered by clicking on Unified Individuals with 3-5 first names. **(1)**
* See a preview of 50 Unified Individuals that match the entry condition **(1)**
* Click on a record from the top chart and see a quick overview of the Unified Individuals profile including their Name, UIID, Birth Date, Gender, and source record details. **(2)**
* See all of the Source Individuals that comprise the Unified Individual. This is a great way to see exact data to help you determine why records may be matching unexpectedly. **(3)**

Please refer to the image below of the **Unified Individual Details** of the Identity Resolution Dashboard as the descriptions above correspond to numbered references on the image.

Salesforce CDP Identity Resolution 

The CDP Identity Resolution dashboard turns your data into a digestible series of charts.

Amazon DocumentDB (with MongoDB compatibility) is a scalable, highly durable, and fully managed database service for operating mission-critical MongoDB workloads.

SQL is the de facto standard for data and analytics and one of the most popular languages among data engineers and data analysts. The Amazon DocumentDB JDBC driver provides a SQL interface that allows SQL-based tools to easily access JSON data stored in Amazon DocumentDB. With the Amazon DocumentDB JDBC driver, you can visualize JSON data with Tableau Desktop and run SQL queries on JSON data with developer tools like DbVisualizer.

Amazon DocumentDB

The Amazon DocumentDB JDBC driver provides a SQL interface that allows access to Amazon DocumentDB.

The new Sharepoint Lists (JDBC) Connector provides access to your valuable business data stored in Sharepoint using the newest JDBC driver.  Support for features like Azure AD modern authentication and the Microsoft Graph REST API makes it easier than ever to analyse and share insights.

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


[Exasol]([https://www.exasol.com/](https://www.exasol.com/)) is the fastest in-memory database built for analytics. With this connector you can connect to your Exasol database securely via TLS and authenticate through username and password or Kerberos.

Exasol JDBC

Enable Tableau access to an Exasol database via JDBC

This connector provides a smooth and easy way to connect to Salesforce Marketing Cloud. Through this connector, customers can leverage APIs provided by Salesforce to extract data from their Marketing Cloud instance for analysis in Tableau.

Salesforce Marketing Cloud

Tableau connector to Salesforce Marketing Cloud.

**Tableau on Firebolt**

The Firebolt connector for Tableau delivers sub-second query speeds on live connections, thus enabling truly interactive analytics experiences without needing to compromise on data volume, freshness, or latency.

**About Firebolt**

Firebolt is the cloud data warehouse for builders of next-gen analytics experiences. Combining the benefits and ease-of-use of a modern architecture with sub-second performance at terabyte scale, Firebolt helps data and dev teams deliver data experiences that end users love.

Built on a cloud-native decoupled storage and compute architecture, Firebolt eliminates traditional challenges associated with provisioning, scale and resource utilization. Firebolt’s optimized storage format and tightly coupled indexing techniques make even the most challenging workloads fast and efficient, without the need for lengthy and customized engineering efforts.

Firebolt

Firebolt is the cloud data warehouse for next-gen analytics experiences.

The HierarchyFilter extension was built by Tableau Visionary [Merlijn Buit](https://twitter.com/merlijnbuit) and Tableau employee [Russ Goldin](https://www.linkedin.com/in/russellsgoldin/).

This extension visualizes flat or recursive data into a Hierarchy filter. Instead of having multiple filters in your dashboard, you can create a hierarchy filter with only one.

### Features

* Multi-select (hold command/windows key).
* Filter on any level in the hierarchy.
* Search the hierarchy.
* Select all / Clear all.
* Interact with filters / parameters and worksheets.
* Lots of formatting options.

**Clean up your filter pane and let users interact in a new way with dashboards!**

### Get Started

Everything you need to know to get up and running with HierarchyFilter: [Product Guide](https://appsfortableau.infotopics.com/support/documentation/hierarchyfilter-product-guide/).
Download a demo workbook here: [Demo Workbook](https://trial-appsfortableau.infotopics.com/download/gallery-workbooks/hierarchy-filter)

### Disclaimer

This is the free version of HierarchyFilter. Do you want to use this product on premise and without a watermark?
Please contact our support: [Contact Support](https://appsfortableau.infotopics.com/support/contact-support/).

 
**Stay updated on our latest features and news!**

Contact: [Support](https://appsfortableau.infotopics.com/support/contact-support/)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

HierarchyFilter

Visualize flat or recursive data into a beautiful hierarchy filter.

Free

Custom Filters

The Add Filters Extension lets dashboard authors customize which filters are visible on a dashboard. Empower dashboard consumers to customize the dashboard by adding filters that meet specific needs. It aids in quicker exploration of data without the need to contact the original author to drive change requests for adding desired filters to the dashboard and reduces the visual clutter of irrelevant filters. 

Add Filters is an object that authors add to their dashboards which then opens up this new capability for consumers. Once end-users have a filter configuration that suits their needs, they can create a custom view to save their work.


Add Filters Extension

Add Filters offers customized dashboards by showing/hiding filters, parameters, pages, & sheets

Sandboxed

Show In Object Pane

Simple Tableau Extension that allows users to create styled backgrounds for their Dashboard objects and containers. Leverages Bootstrap CSS, Tailwind CSS color, and additional extended classes.

Addition documentation can be found here [Github Link](https://github.com/FsuLauncherComp/BootstrapTableau) 

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

Sunburst charts help us visualize hierarchical data and provide quick summaries. 

But in most cases, when the breakdowns are more at each level, inference gets tougher. That's the problem we are solving with this Dynamic Sunburst Chart by adding the ability to drill down. 

After a quick configuration, the extension will visualize your data as a Sunburst Chart, and any interaction on the chart will drill it down to the next level. 
This helps the user get both the high-level and individual element-specific from the same chart or widget. 

Dynamic Sunburst Chart

Dynamic sunburst chart helps you visualize hierarchical data instantly and explore with drill-downs

Insight into data requires users to build performant data models. Key and unique constraints provide structures to access data efficiently. Key Finder mines a data source to automatically find all valid key and unique constraints. Sample data and various measures of validity help users choose the key and unique constraints helpful for tasks such as managing entity and referential integrity, defining index structures, identifying dirty data, and finding all ids that reference the same entity.

### Use cases:
1. **Data Integration:** Key Finder is capable of automatically discovering keys that hold exactly on your dataset and checking the degree to which any other attribute combinations hold as keys. This information serves as a foundation for finding correct foreign keys and joining tables.
2. **Data Quality:** A very common problem that exists in production databases is data duplication. The same entity will often appear more than once in a table with different auto-generated ids. Key Finder makes it easy to quickly discover if this problem is present in your data.
3. **Performance Optimization:** One of the most important aspects of building a performant data model is choosing the right indexes to speed up data access. Key Finder quickly finds and suggests all attribute combinations that may serve as indexes.

Additionally, Key Finder automatically calculates metadata for sampled tables such as the number of null values and the number of distinct not-null values in the original table.

### Licenses

**Free** – This is a demo version of the extension available when you access it through the Tableau Exchange. It has some limitations compared to the full version that make it suitable for testing and evaluation purposes only. The restrictions for the demo version are: tables that are sampled cannot contain more than 1 million rows, samples are only stored for 1 hour and permanently deleted after that. Additionally, the demo version runs on our servers and cannot be deployed to the infrastructure that you manage.

**Paid** – None of the restrictions of the demo version apply to the full version. Please contact us if you are interested in purchasing the full version.

To find out more about **pricing** and watch a **demo video** of this dashboard extension, please visit our [website](https://viadotto.tech).

Key Finder

Key Finder mines keys and unique constraints from a given data source.

Tableau Exchange

Accelerators