Revenue Flow Intelligence Dashboard

ER Diagram
Slack demo
Quote to Opportunity Analysis
Opportunity To Order Analysis
Order to Invoice Analysis
Over view
AI Agent Use

Inspiration

Our inspiration came from a universal pain point in the B2B world: the slow and opaque Quote-to-Cash (QTC) process. We've seen firsthand how sales and finance teams struggle with deals getting stuck in approvals, delayed revenue recognition, and a lack of clear visibility into cash flow. We wanted to move beyond traditional, reactive dashboards and build an intelligent system that doesn't just report on problems but actively helps solve them in real time.

What it does

Revenue Flow Intelligence is a proactive monitoring and alerting system for the entire QTC lifecycle. It provides a unified, end-to-end view of the sales funnel, from the initial quote to the final payment. The dashboard:

Pinpoints Bottlenecks: Instantly identifies where deals are stalled, whether it's slow approvals, overdue invoices, or processing delays.
Delivers Proactive Alerts: Instead of waiting for users to find problems, it pushes real-time alerts to Slack when key metrics—like Realized Value or Overdue Invoices—breach their thresholds.
Answers Questions with AI: An embedded AI agent allows users to ask natural language questions (e.g., "What are our biggest bottlenecks?") and get immediate, data-driven answers.

How we built it

We built our solution on the Tableau Next platform, leveraging its most advanced features:

Data Foundation: We started by creating a comprehensive dataset and modeling Salesforce objects—Quotes, Opportunities, Orders, and Invoices—into a single Data Model Object.
Semantic Layer: The Tableau Next Semantic Layer was the core of our project. Einstein AI automatically suggested relationships between our data objects, saving us significant time.
Natural Language Formulas: We used natural language prompts to generate complex calculated fields instantly (e.g., "average difference in days between invoice date and due date").
Integration: We connected Tableau Next to Slack to push real-time, data-driven alerts directly into the team's workflow, closing the loop between insight and action.

Challenges we ran into

A primary challenge was the process of building a comprehensive dataset from scratch. We had to ensure data integrity and logical consistency across all fields, especially the dates and financial figures, to create a realistic and actionable dashboard. This process required a deep understanding of the QTC process itself and careful attention to detail to avoid errors that would skew our analysis.

Accomplishments that we're proud of

We are most proud of creating a solution that is truly proactive, not passive. Instead of just building a historical report, we successfully designed a system that monitors, alerts, and interacts with the user. Integrating real-time Slack alerts and a natural language AI agent transforms the dashboard from a simple reporting tool into an active member of the revenue team. We are also proud of building a complete, end-to-end view of a complex business process from scratch.

What we learned

We learned the importance of data preparation and data modeling from a first-hand perspective. Building our own dataset gave us a deeper appreciation for the work required to ensure data quality. We also gained hands-on experience with the new Tableau Next semantic model, which allowed us to define key metrics in a reusable way. The process reinforced the idea that a compelling project can be built by creatively using the data you have, rather than focusing on what you don't.

What's next for Revenue Flow Intelligence

The next steps for this project would be to:

Integrate more data sources, such as ERP and CRM systems, to enrich the analysis with post-sale data like customer satisfaction and product usage.
Enhance the AI agent with prescriptive analytics, allowing it to not only identify bottlenecks but also recommend specific actions to resolve them.
Build role-specific views tailored for different stakeholders, such as a high-level executive summary for the CFO or a detailed operational view for a sales manager.