Concord leveraged Tableau Prep Builder to bring all the data sources into one workflow to create a data model for their new Executive Marketing Funnel dashboard.
As a result, Concord's team:
- Built brand new custom data workflow to clean and pivot the various data sources so the new data source could easily join to their organizational goals into a single data model for Tableau.
- Built new executive summary dashboard to track marketing performance at various stages of the customer funnel against goals for both past performance and against forecasted performance
- Improved reporting visibility and capabilities for the marketing managers to easily track their product performance by region by quarter.