Tableau Desktop is a data visualization product from Tableau. It connects to a variety of data sources for combining disparate data sources without coding. It provides tools for discovering patterns and insights, data calculations, forecasts, and statistical summaries and visual storytelling.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
All pricing plans are billed annually. A Creator license includes Tableau Desktop, Tableau Prep Builder, and Tableau Pulse. Discounts sometimes available for volume.
Dashboard / Report / Visualization Interactivity on Mobile
7.5122 Ratings
00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Tableau Desktop and InsideSales.com / XANT Predictive Pipeline (discontinued)
The best scenario is definitely to collect data from several sources and create dedicated dashboards for specific recipients. However, I miss the possibility of explaining these reports in more detail. Sometimes, we order a report, and after half a year, we don't remember the meaning of some data (I know it's our fault as an organization, but the tool could force better practices).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
An excellent tool for data visualization, it presents information in an appealing visual format—an exceptional platform for storing and analyzing data in any size organization.
Through interactive parameters, it enables real-time interaction with the user and is easy to learn and get support from the community.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
This gives much better visibility for management to coach.
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract.
It was not dependable enough to trust the data and to count on accessing the app when we needed it.
It actually was unavailable at EOQ one time.
I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity.
You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it.
The query tool is a little hard to use and we have found that queries are very slow and lock up.
Our use of Tableau Desktop is still fairly low, and will continue over time. The only real concern is around cost of the licenses, and I have mentioned this to Tableau and fully expect the development of more sensible models for our industry. This will remove any impediment to expansion of our use.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
Tableau Desktop has proven to be a lifesaver in many situations. Once we've completed the initial setup, it's simple to use. It has all of the features we need to quickly and efficiently synthesize our data. Tableau Desktop has advanced capabilities to improve our company's data structure and enable self-service for our employees.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
When used as a stand-alone tool, Tableau Desktop has unlimited uptime, which is always nice. When used in conjunction with Tableau Server, this tool has as much uptime as your server admins are willing to give it. All in all, I've never had an issue with Tableau's availability.
Tableau Desktop's performance is solid. You can really dig into a large dataset in the form of a spreadsheet, and it exhibits similarly good performance when accessing a moderately sized Oracle database. I noticed that with Tableau Desktop 9.3, the performance using a spreadsheet started to slow around 75K rows by about 60 columns. This was easily remedied by creating an extract and pushing it to Tableau Server, where performance went to lightning fast
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Tableau support has been extremely responsive and willing to help with all of our requests. They have assisted with creating advanced analysis and many different types of custom icons, data formatting, formulas, and actions embedded into graphs. Tableau offers a weekly presentation of features and assists with internal company projects.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.
It is admittedly hard to train a group of people with disparate levels of ability coming in, but the software is so easy to use that this is not a huge problem; anyone who can follow simple instructions can catch up pretty quickly.
I think the training was good overall, but it was maybe stating the obvious things that a tech savvy young engineer would be able to pick up themselves too. However, the example work books were good and Tableau web community has helped me with many problems
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Again, training is the key and the company provides a lot of example videos that will help users discover use cases that will greatly assist their creation of original visualizations. As with any new software tool, productivity will decline for a period. In the case of Tableau, the decline period is short and the later gains are well worth it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
I have used Power BI as well, the pricing is better, and also training costs or certifications are not that high. Since there is python integration in Power BI where I can use data cleaning and visualizing libraries and also some machine learning models. I can import my python scripts and create a visualization on processed data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Tableau Desktop's scaleability is really limited to the scale of your back-end data systems. If you want to pull down an extract and work quickly in-memory, in my application it scaled to a few tens of millions of rows using the in-memory engine. But it's really only limited by your back-end data store if you have or are willing to invest in an optimized SQL store or purpose-built query engine like Veritca or Netezza or something similar.
Tableau was acquired years ago, and has provided good value with the content created.
Ongoing maintenance costs for the platform, both to maintain desktop and server licensing has made the continuing value questionable when compared to other offerings in the marketplace.
Users have largely been satisfied with the content, but not with the overall performance. This is due to a combination of factors including the performance of the Tableau engines as well as development deficiencies.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
It's also important to provide senior management visibility into the pipeline, and the tool works well for this.
