Executive Analytics Layer
Healthcare & Life Sciences
3,000+ employees
By moving reporting out of spreadsheets and into a governed Tableau layer, the organization now works from live Salesforce data — with five departmental dashboards replacing a weekly cycle of exports and manual aggregation.
The Challenge
A global healthcare organization runs revenue operations across multiple business units, each tracking its own pipeline, campaign performance, and forecast.
Reporting had grown up around the people who did it rather than the systems that held the data. Every week, the numbers were assembled by hand.
Before partnering with BigSolve, the process looked like this:
- Export records from Salesforce reports to CSV
- Rebuild and aggregate the data in Excel
- Reconcile figures that disagreed between departments
- Reformat the output for each audience
- Distribute static files that were stale on arrival
- Repeat the entire cycle the following week
The reports were accurate only as of the moment they were built, and no two departments were guaranteed to be reading the same definition of the same metric.
They needed reporting that pulled from live Salesforce data and stayed correct without anyone rebuilding it.
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Summary
Five departmental Tableau dashboards built on live Salesforce data, replacing a weekly cycle of exports and manual aggregation with governed self-serve reporting.
Differentiator
Built department by department around how each team actually reads its numbers — then extended across four quarters as the questions changed.
Process Overview
Mapped how each department assembled its weekly numbers and where the manual effort actually went.
Agreed metric definitions and the underlying data model so every dashboard reads from one source.
Developed executive, sales, and marketing dashboards in Tableau against live Salesforce data.
Corrected weighted forecast logic, consolidated lead sources, and added specialty-level breakdowns as new questions surfaced.
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