Case Study
Financial Analytics

OBJECTIVE

Create quick and powerful analysis with the Tableau software, incorporated into Salesforce, which is easy for the user to master thanks to its spreadsheet format. Simplify the uploading and integration of data and publish your analysis to share with your collaborators.

Key Features

Creation of fund performance analysis using the Tableau software
Simplified importation of data sources with « Plug & Play » technology
A rich range of graphic models allows you to make the data « speak »
Publish and share your analysis on the Web via Tableau Online
Personalise report and analysis creation via Tableau

Key Advantages

  • Easy to use intuitive interface
  • Incorporated into Salesforce
  • Quick uploading of data sources
  • Large choice of graphics
  • Share your analysis on the web
Dynamic dashboards which are easily customised
A powerful reporting engine with rich visual content
Integrated forecasting tool