Tableau & Data Visualization
Tableau dashboards and data visualization leaders actually use.
We design and build executive, operational, and compliance-ready dashboards in Tableau, Looker Studio, and Salesforce, connected to the systems your team already runs.
Plus Looker Studio and Salesforce reports
Live data from your systems of record
Auditable, defensible reporting
Data engineers and analysts
Visualization services
Dashboards built around the decisions you make
A dashboard is only useful if people trust it and open it. Too many are built from one-off exports, go stale in a week, and answer questions nobody asked.
We start with the decisions your leaders and teams make every day, connect the data behind them, and design dashboards that stay current, from executive scorecards to operational views and compliance reporting.
This is a fit if
- Reports are rebuilt by hand every month
- Leaders can’t see across systems in one place
- You have Tableau but adoption is low
- You need reporting on Salesforce or Litify data
- Compliance requires consistent, auditable reports
Core capabilities
Tableau and data visualization capabilities
Executive Dashboards
Scorecards that show performance across teams and systems at a glance.
Operational Reporting
Day-to-day views that help teams manage work, workloads, and deadlines.
Compliance Reporting
Consistent, auditable reports that stand up to review.
Tableau Development
Data sources, workbooks, and dashboards built and published in Tableau.
Salesforce & Litify Analytics
Reporting built on your Salesforce and Litify data, inside or outside the platform.
Data Preparation & Modeling
Clean, modeled data behind every dashboard, so the numbers match everywhere.
How it works
How we build dashboards
Here’s what happens at each step, what we’ll ask of you, and what you’ll have when it’s done.
Discover
We learn the decisions your dashboards need to support.
Connect
We connect and model the data from your systems.
Design
We design dashboards around how people will use them.
Launch
We publish, train your team, and drive adoption.
Improve
We refine and add views as your needs change.
Related work
Tableau and data work
Yes. We also build in Looker Studio, other BI platforms, and native Salesforce and Litify reporting.
Yes. We connect and model data from Salesforce, Litify, and your other systems so dashboards stay current.
Yes. We can review existing workbooks and data sources, fix what’s slow or inconsistent, and redesign dashboards around how your team works.
Get started
Let’s build dashboards your team will use
Tell us what you need to see and where the data lives. We’ll follow up to set up a discovery call.
What happens next
We review your note and follow up
A discovery call with a BRIO consultant
Clear recommendations and next steps
We only use your information to respond to you.
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