RevBoost – Revenue Intelligence Dashboard

🚀 About the Project

RevBoost is a Revenue Intelligence Dashboard built using Tableau Desktop for development and Tableau Next for competition. It integrates Salesforce CRM data to help sales leaders:

Identify churn risks
Detect pipeline leaks
Uncover revenue acceleration opportunities

All in real time.

It also demonstrates agentic analytics through Tableau Next’s Concierge AI, enabling natural-language queries such as:

“Where are we losing deals?”
“Which reps need coaching?”

and delivering instant, actionable insights.

💡 Inspiration

Sales teams often struggle with raw Salesforce data. Reports exist, but turning them into clear, boardroom-ready insightslike preventing churn or improving rep performance is time-consuming.

I wanted to build an interactive, executive-friendly dashboard that leverages Tableau Next’s AI features to provide live insights and recommendations.

📚 What I Learned

Through building RevBoost, I gained hands-on experience in:

Advanced Tableau techniques – dashboards, story feature, predictive charts
Tableau Next integration – leveraging Concierge AI for natural-language querying
Revenue analytics concepts – churn modeling, forecasting, customer health scoring, retention strategies
Data storytelling – simplifying complex insights into clear, actionable visuals

🛠️ How I Built It

Data Collection & Preparation

Exported Salesforce CRM data (accounts, opportunities, activities)
Cleaned and aggregated data in Excel + Tableau Desktop

Dashboard Development (Tableau Desktop)

Created five dashboards:

Churn Overview – revenue leakage and risk segments
Customer Health – churn risk scoring per account
Retention Action Center – actionable recommendations
Revenue Forecast – predictive revenue by quarter
Retention Playbook – storytelling dashboard for step-by-step interventions

Migration to Tableau Next

Rebuilt dashboards in Tableau Next
Enabled Concierge AI bot for interactive Q&A
Turned static dashboards into an AI-powered decision assistant

📊 Actionable Insights

Visual cues highlight:

High-risk accounts
Reps needing coaching
Revenue leakage points
Expected impact of interventions (e.g., +$2M retained revenue)

⚡ Challenges Faced

Data Cleaning & Consistency – Salesforce had missing/inconsistent fields
Predictive Forecasting – visualizing uncertainty clearly
Balancing Storytelling vs. Data Complexity – actionable yet simple
Tableau Next AI Design – ensuring Concierge queries aligned with metrics

✅ Outcome

Built a boardroom-ready Revenue Intelligence Dashboard in Tableau Next
Showcased how AI + dashboards guide sales leaders to:
- Prevent churn
- Optimize sales reps
- Accelerate revenue
Ready for competitions and real-time decision-making demos with agentic analytics