Download a Starter Dashboard

Starter dashboards are an easy way to get a jump on your analysis

 

Try out Dashboard Starters with your own data

Dashboard Starters are designed to help you jumpstart your analysis with actionable data in minutes. In just a few clicks, you can connect to common enterprise applications and create beautiful, data-rich dashboards seamlessly - all with your own data. If you're a current Tableau Desktop customer, you can download the powerful Dashboard Starters as packaged workbooks. Swap out the data source and get ready to go from data to insights faster than ever before. See full instructions below.

 

Salesforce Starters

Hit the ground running by pulling your Salesforce data into visualizations to make informed decisions faster than ever. With Salesforce Starters for Sales Cloud, you’ll be able to fine-tune your sales funnel and better support your sales team. Salesforce Starters for Service Cloud helps you deliver best-in-class customer experiences and track your critical service metrics and cases. Salesforce Starters for Nonprofit Cloud unlocks the power of fundraising data with actionable dashboards, providing you insight into revenue over time, campaign performance, and benchmark statistics around donors and donations. Salesforce Starters for Revenue Cloud equips you with the tools to get a comprehensive understanding of your organization's revenue management functions and see what's coming around the corner.

  • *New* Salesforce Starters for Nonprofit Cloud includes a dashboard for: Fundraising Overview, Case Management, and Program Management. 
  • Salesforce Starter for Revenue Cloud includes a dashboard for: All Billings, Pending (Future) Billings, Revenue Recognition, and Payments.
  • Sales Cloud Starters include dashboards for: Account Tracking, Open Pipeline, Opportunity Overview, Opportunity Tracking, Quarterly Sales Results, Top Accounts, and Marketing Leads.
  • Salesforce Starters for Service Cloud include dashboards for: Service Overview and Case Tracking.

Salesforce Dashboard Starters

 

Download Now

LinkedIn Sales Navigator Starters

Seamlessly access your LinkedIn Sales Navigator usage data in Tableau and uncover insights that will drive your sales effectiveness and maximize productivity. The LinkedIn Sales Navigator Starters include the following dashboards: Product Utilization, Performance Overview, InMail Engagement, Target Search, and SSI Analysis.

LinkedIn Sales Navigator Dashboard Starters

 

Download Now

Marketo Starters

With Marketo Starters, you can pull together your marketing automation data into visualizations that help you see what tactics are winning over converts and what messages are getting lost in the mix. The Marketo Starters include the following dashboards: Email Performance Overview, Email Performance by Campaign, and Web Engagement by Account

Marketo Dashboard Starter

Download Now

Oracle Eloqua Starters

Go from 10,000 feet to deep into the details of any campaign. Understand how a single customer or how a whole industry is consuming your content. No need to fear the data you have. Oracle Eloqua Starters will take you from data to insight to action in moments. The Oracle Eloqua Starters include the following dashboards: Engagement Analysis for Accounts, Campaign Performance Overview, Campaign Details Dashboard, and Account Engagement Dashboard.

Eloqua Dashboard Starter

Download Now

ServiceNow Starters

With ServiceNow Starters, you’ll be able to seamlessly pull all of your ServiceNow IT Service Management data into Tableau, complete with pre-built dashboards ready for action. The ServiceNow Starters include the following dashboards: Executive Dashboard, Request Report, Problem Tracker, Problem Report, Incident Tracker, and Incident Report dashboard.

ServiceNow Dashboard Starter

Download Now

Snowflake Starters

See and understand your Snowflake Account with these Snowflake Starters! These pre-built dashboards* help you manage and monitor your Snowflake deployment to ensure you’re meeting the speed and cost control your organization requires. The Snowflake Starters include the following dashboards: Compute Cost Overview, Compute Credit Forecasting, Storage Cost, Snowflake Query Utilization, User Adoption, Performance Monitoring, Slowest Running Queries, and Error Tracking.

Snowflake Dashboard Starter

Download Now

 

*Snowflake Starters cannot be accessed from the Tableau Online Dashboard Starter interface. They come automatically as apart of the Accelerated Analytics Quick Start with Tableau and Snowflake on AWS. Read this blog post for more information.

 

How to use your downloaded Dashboard Starters

  1. Download the Dashboard Starter of your choosing.
  2. Double click on the workbook to open it in Tableau Desktop. Don’t have Tableau Desktop? Start a free trial today.

Get your data into the dashboards

  1. Double click on the workbook to open it in Tableau Desktop
  2. You will need to connect to the appropriate data source to view your own data. Select the “Data Source” tab. A dialog box will appear prompting you for your application credentials (i.e. Salesforce log-in and password).
  3. Enter your credentials and log-in to your account. If you are using the Salesforce Starter, first ensure your account has API access to your Salesforce instance.
  4. Now go back to the dashboard. Tableau Desktop will then create an extract of your data. You may want to start with one or two weeks of data so that extract can be created quickly.
  5. If any worksheets appear blank, navigate to the worksheet. Replace reference fields by right-clicking on the fields with red exclamation marks as necessary.

Now you’re ready to explore your data and gain insights at the speed of thought.

 

 

Tableau Online and Dashboard Starters go hand in hand. Start your free trial of Tableau Online today.

Get your free trial