- Posted February 7, 2014 by
san francisco, California
ellie fields, tableau software, salesforce integration and analytics
Ellie Fields is the Senior Director of Product Marketing at Tableau Software, responsible for new product launch, industry solutions and Tableau's community. Her data geek credentials come from time served in technology and finance companies. She works with people from all over the world who are trying to tell stories with data, from journalists to hospitals to high tech companies. She’s seen a lot of ugly data, beautiful data, and downright mean data. She’s a passionate believer that data used well can inform, excite and create value. Prior to Tableau, Ellie worked at Microsoft and in late-stage venture capital. She has an engineering degree from Rice University and an M.B.A. from The Stanford Graduate School of Business.
Why do people hate their sales reports? Because too often, they are static, hard to understand, silo’d, and even irrelevant. We’ll take a look at what great sales reporting is and briefly discuss some of the best practices of information design that apply to sales dashboards. We’ll use Tableau Software to show you how to quickly create and modify sales dashboards using data from Salesforce, and how to keep them up to date automatically. We’ll see how to blend other data with your salesforce data, and finally how to embed reports right into Salesforce so your company can have the data where it needs it, to make better decisions.