Taking a proactive approach to business intelligence
Vend’s Business Intelligence (BI) team is responsible for enabling management and other key stakeholders with data to make decisions and manage performance. Initially, the team used Tableau to generate dashboards and insights on-demand, reacting to requests from stakeholders.
However, the approach meant that decision-makers lacked access to information like finance KPIs. It also meant the BI team was spending a lot of their time on reactive reporting instead of working on higher-value initiatives.
Vend decided to create one key metric dashboard for all stakeholders, which was refreshed daily, making data accessible near real-time. This includes finance, sales, customer, and data pulled in from Chargify, Salesforce, and Vend’s own software.
“In the past, each team had their own dashboards and reports, and there were disagreements about which numbers were correct. Tableau has helped us solve that problem by establishing one source of truth everyone can use to monitor business performance,” said Blyde.
The key metric dashboard makes it easy for users to visualise performance. They can also use filters to drill down into the details and get a better sense of what’s happening behind the numbers. This level of self-sufficiency is built into dashboards created by the BI team, so users can explore their own data and have confidence in what the numbers are telling them.