Category Archives: Sales

Customer Cohorts and Product Sequence with orders data

Posted on 2020-08-25 by Frederic

Whether you work in B2B or B2C, getting a better understanding of customer or account transactions in sequence is core. Customer cohorts will show you how well you are doing acquiring new customers, but also do they conduct repeat business … Continue reading →

Posted in Alteryx, Marketing, Redshift, Sales, Snowflake, SQL, Tableau | Tagged , , , | Comments Off on Customer Cohorts and Product Sequence with orders data

How to Import SFDC Recursive Hierarchies to Tableau

Posted on 2020-05-07 by Frederic

If you have dealt with hierarchies from Salesforce (SFDC), or from most normalized transactional systems, you have faced some challenges to use those hierarchies in Tableau. Those systems treat hierarchies as a recursive model, storing Parent to Child relationships in … Continue reading →

Posted in Alteryx, Automation, Marketing, Sales, SFDC, SQL, Tableau, Uncategorized | Tagged , | 6 Comments

How to compare your customers by visual cohort chart

Posted on 2018-05-03 by Frederic

When trying to get a better grip on the performance of a large number of customers (or accounts, or pupils for the matter), and  progression over time of their count, their revenue  or their conversion from one status to another, … Continue reading →

Posted in Marketing, Performance, Sales, SFDC, Tableau | Tagged | Comments Off on How to compare your customers by visual cohort chart

YoY YTD dashboard made easy in Tableau

Posted on 2017-05-31 by Frederic

When using a set of dated transactions which gets updated, how do you provide a report which will track visually a monthly  YoY (Year over Year) YTD (Year to Date) comparison? This needs to work at the day level, to … Continue reading →

Posted in Performance, Quick & Dirty, Sales, Tableau | Tagged , , | 8 Comments

Automate custom Tableau email updates

Posted on 2016-10-04 by Frederic

Like it or not, looking at you Slack, email remains the preferred way to disseminate information in the workplace. Even applications that help businesses run smoothly use email as a form of communication and efficiency. For example, the Sharepoint alert … Continue reading →

Posted in Automation, Marketing, Sales, Tableau | Tagged , | Comments Off on Automate custom Tableau email updates