Sales teams struggle with slow decisions. See how Concentrix uses Tableau Next and Data Cloud to power agentic sales analytics and deliver real-time insights that shorten deal cycles.
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Community Speaker
Reserved Seating
Video On Demand
From Dashboards to Decisions with Tableau Next
, Sr. Analytics Consultant, Concentrix, Inc.
, Senior Director, Analytics Consulting, Concentrix Solutions Corp.
Role: Data Analyst, Sales
Product: Tableau, Data 360
Tableau Product: Tableau Next, Visualization and Analysis
Session Level: Intermediate
Session Type: Breakout
- Tuesday, May 59:00 AM - 9:40 AM PDT(4:00 PM - 4:40 PM GMT)Stage 4 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: The session showcased the transformative capabilities of Tableau Next, an advanced analytics solution built on Salesforce Data Cloud, that integrates AI-driven insights with real-time data to empower decision-making. A key feature discussed was Tableau Agent, which enables conversational insights, allowing users to query data directly and uncover actionable intelligence without relying solely on dashboards or analysts. The presenters highlighted the importance of a trusted semantic layer, robust data governance, and business logic to ensure accurate and secure AI-driven insights, while addressing common challenges in AI implementation, such as hallucinations and lack of business context. Demonstrations illustrated how Tableau Next improves organizational efficiency by delivering proactive intelligence, enabling users to adapt to dynamic market conditions and make informed decisions at the moment of need, exemplifying the future of self-service analytics in a fast-paced, AI-powered world.
Key Takeaways:
• Tableau Next, powered by Salesforce Data Cloud, enables organizations to move beyond static dashboards by providing real-time, AI-driven insights that are proactive and embedded into business processes.
• The Tableau Agent feature allows users to ask conversational questions directly to the data, uncovering insights that are not immediately visible in dashboards, while maintaining security through robust data governance and business logic integration.
• Implementing AI solutions like Tableau Next requires a well-structured semantic model, clear business preferences, and optimized data governance to avoid common pitfalls such as inaccurate insights or data misinterpretation, ensuring reliable and actionable outcomes.
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