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Data Solutions & Analytics

Connecting Siloed Data through Custom Workflow

Project Overview
Project Overview

Our information technology client's data was scattered across various tables in their data warehouse and local spreadsheets. They required a reporting solution to give their marketing managers a comprehensive view of their product performances and the ability to compare them against organizational goals.


Concord leveraged the Tableau Prep Builder to consolidate all data sources into a single workflow, creating a data model for their new executive marketing funnel dashboard.

Results area

The Concord team successfully:


  • Developed a customized data workflow that cleansed and transformed various data sources, consolidating them into a unified data model for Tableau.

  • Created a new executive summary dashboard to monitor marketing performance across different stages of the customer funnel, comparing past and forecasted performance against goals.

  • Enhanced reporting visibility and capabilities for marketing managers to track product performance by region on a quarterly basis.

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