A Facelift for Reporting: Visualizing Cloud Data at Wheaton Industries

The sales and manufacturing departments of family-owned Wheaton Industries had stayed relatively untouched throughout the company’s history of systems updates and changes of ownership. But in 2013, the monthly regional sales report- the sales team’s primary view into prospecting and sales operations- was in need of a facelift.

After implementing Tableau, Wheaton began driving a new approach to reporting by encouraging sales reps to contribute through self-discovery and engagement in data visualization. Data was brought in from Salesforce, SAP, and social media with a goal to not only report sales numbers to the sales team, but to provide insights into finance, forecasting, and sales analysis that other departments could use.

In this 45-minute webinar, learn how Wheaton's use of visual analytics is:

  • Changing reporting methods with online data and employee self-discovery
  • Leveraging data from multiple sources for a holistic view of performance & improvements
  • Increasing business insights and visibility across departments
This webinar is also featured in our Cloud Conversations series.

Featured speakers: 

Robyn Merckx

Global CRM Coordinator, Wheaton Industries

Craig Fairfield

Senior Director, Enterprise Marketing, Tableau

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