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Client’s Business Goals

They were keen to design and develop a business intelligence solution with custom dashboards and reports for monitoring different parameters like revenue, billing clients, expense analysis, etc. that can help them take accurate business decisions.

Key Challenges

The client was finding it difficult to come up with a set of reports and dashboards that were created from multiple data sources. It was difficult to offer navigations based on current users with proper restrictions for first-time users. They had manual data in Excel sheets that was to be replicated and automated in Tableau.

Our Approach

Looking at the challenges faced by the client, SPEC INDIA followed the standard model of development that includes research and analysis, development, design, testing and deployment to develop the product. We designed and launched the BI reports and dashboards, after identifying and researching on various modern methodologies.

Our Solution

SPEC INDIA understood the requirements and recognized the challenges faced by the client. We offered an end-to-end business intelligence solution with the best of Tableau visualizations to attend to different activities. We implemented logic to show navigations based on current users only for maintaining data privacy. We used Tableau functionality called data blending to connect & combine data from multiple data sources. We implemented custom logic using Table Calculations of Tableau to achieve the visualization desired by the client.

Key Inclusions

Revenue, expense, and client analysis and monitoring

Sale amount through Cohort analysis, quarter-wise, year wise

Monthly comparison of total amount based on groups, subgroups

Monitoring billing of clients

Target Vs Actual achieved

Expense analysis

Data privacy and security

Table Calculations for custom logic

Budget Vs YTD, category-wise, type wise

Performance Marketing ROI

MoM Breakup

Pipeline report analysis

Tech 10x4 analysis

Trailing ARR



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Technologies & Tools

Tableau Online

Our Process


Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.


Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.


Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.


We have well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.

Business Benefits of Tableau Custom Dashboard

Easy monthly monitoring of revenue, expense, and clients

Expense distribution can be managed, calculated, and monitored effortlessly

Check the sale amount and number of billing clients using Cohort analysis

Determine how much business has been achieved so far as compared to the decided targets

Monitor how many opportunities are been lost, won or are in pipeline

Optimal performance of dashboards with complex visualization

User-specific, effective, and well-optimized visualization and dashboards

Enriched graphical user interface (GUI)


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