How a workforce benchmarking network gave each member organisation its own live Tableau dashboards inside its Salesforce portal, with isolation proven on every dashboard and load time cut from 13.4 to 6.9 seconds.

6 embedded dashboards, each with a custom filter panel19/19 go-live hardening checks passing (the same checks failed on the prior revision)

Tableau CloudTableau Extensions APISalesforceEmbedded Analytics

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Digital Marketing Agency

|Support · First Response Time|Last 8 weeks ▾

Zoho DeskZoho Analytics

Validated · 0 mismatches

Desk tickets

110,041

in the dashboard dataset

Row mismatches

105,704 rows · 7 columns

Reply threads captured

99.84%

12,591 of 12,611

SLA policies

24h first-response target

Go-ahead to validated

17 days

assembled dashboard

Median First Response by Agent

Inside target Near limit Over 24h

Median FRT — Weekly Trend

hours

Dashed line: internal 12h goal

By SLA Policy

Unanswered Tickets

Before

No reply = "0 hrs", counted inside SLA

After

Built from raw reply threads; no reply flagged

Row-Level Validation

105,704 rows

First response time0 diff

Duplicate Tickets

personal mailboxes acting as inbound channels

unique ticketsduplicates removed

Marketing Agency

The Support Dashboard That Counted Every Unanswered Ticket as "Instant"

How a digital marketing agency's first-response-time dashboard was wrong from the first formula, and how we rebuilt it from raw Zoho Desk threads and proved it row by row.

110,041 Desk tickets in the dataset the dashboard reads0 row-level mismatches across 7 value columns (105,704 rows)

Zoho AnalyticsZoho DeskSQL Query TablesData Validation

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Event Fabrication Co.

|Regional Sales vs Goal|2026 ▾

Tableau Cloud

Single primary source · 10-test audit

2026 goal (source)

$35.2M

one goal per period

Regional copy goal

$65.0M

▼ +85%, retired

monthly goal repeated per split

Sales reconciled

$339

gap on $55.7M

Sheets on primary

▲ from 2 sources

one data source

Exec dashboards

restyled to mockups

Attainment by Region

region-level goals

Region A · Exhibits104% of goal

Region B · Print92% of goal

Region C · Fabrication87% of goal

Region D · Events71% of goal

At or above goal Within 15% Behind

Goal Reconciliation

audit

Regional copy

$65.0M

company goal on every region

Source

$35.2M

counted once, de-duplicated

Audit Results

before → after

Regional filter missing77 → 0

Wrong primary source21 → 0

Summary as primary24 → 0

Upcoming Jobs

by month

JanFebMarAprMayJun

Empty 2026 Dashboard

root cause

Prep flow runs0 → Daily

ScheduleAdded

Duplicate-named flowTraced

Event Design & Fabrication

A Sales Goal Counted Twice: $65.0M in the Regional Copy, $35.2M in the Source

How an audit of an event-fabrication company's Tableau sales reporting found a regional copy of the data source inflating the goal by 85%, and how we rebuilt 24 dashboard sheets on a single source of truth.

$65.0M vs $35.2M 2026 goal total in the regional copy vs the source it copies$339 gap between two sales sources on $55.7M of sales

Tableau CloudTableau PrepData AuditWorkbook Rebuild

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LV LinkedIn

Lets Viz Technologies

Engagement Activity

Comments Made

▼ 45% WoW

This Week

228

Total Comments

Profiles Engaged

▼ 43.2% WoW

Visited Today

Content Pipeline

78 total posts

CalendarKanbanListEvergreen

Ideas0

Empty

Drafts45

** Clinical labs run 500+ tests daily — the case for real-time LIS-to-Power BI pipelines

Image

** AI automation is processing lab results faster — reporting layer is a 24-hour lag

Image

Scheduled5

Who's accountable when your automated financial report is wrong — the AI or the analyst?

Image

From experimenting with AI to measurable ROI in BI

Image

LinkedIn on Autopilot — Zero Daily Involvement

A full-stack Windows desktop app that plans, writes, publishes, and engages on LinkedIn autonomously — so the founder never has to.

4 Autonomous workflows: plan, publish, engage, leads0 Daily involvement required from the founder

ElectronReactFastAPIPython

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Lets VizTasksSEOPinterestLinkedIn

BacklinksCWV IssuesReport

SEO Dashboard

Agent Status

Research

Mon/Wed/Fri 01:00 UTC

[2026-05-28] Agent

Write + Draft

Mon/Wed/Fri 02:30 UTC

[2026-05-28] Task 1

Content Test

Daily 04:00 UTC

[2026-05-28] Agent

Interlinking

Sunday 03:00 UTC

[2026-05-24] Agent

Daily Report

Daily 01:30 UTC

[2026-05-28] Wrote

Backlinks

Tue/Fri 03:00 UTC

[2026-05-28] Agent

18 Core Web Vitals alert(s) — https://lets-viz.com/learn/articles/looker-studio-function-log (81) and 16 more

Drafts Ready for Review

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B2B SaaS / Data & Analytics

A Marketing Command Center That Runs Itself

How Lets Viz built a fully autonomous SEO and content engine — seven AI agents, one dashboard, zero manual publishing.

7 AI agents running 24/7 on cron2,000+ Words per article, SEO-scored before publish

PythonFlaskGoogle Search ConsoleGA4

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Global L&D Company

|Project Delivery Utilisation|This week ▾

Hubstaff APIGAS

Daily sync · 22s

Active Projects

▲ +3 this month

Hubstaff

Team Members

across all projects

Avg. Utilisation

87%

▲ +6pp vs last wk

tracked / planned

Total Cost (week)

$28,440

▼ +4.2% WoW

pay rate × hours

Pipeline trigger

22s

▲ was 6+ min

16x faster

Project Delivery Utilisation + Cost

On track Near limit Over budget

Team Utilisation This Week

Tracked Hours — Weekly Trend

Daily sync

▲ +36% tracked hours since pipeline restored

Task Completion Scorecard

Client Delivery Summary

Billing

Client A

$15,810

186h

Client B

$12,070

142h

Client C

$8,330

98h

Client D

$6,460

76h

Pipeline Fix — Speed

16x faster

Before fix

6+ min

Per-row writes · quota exceeded

After fix

22s

5,724 tasks · batched writes

Professional Services

Workforce Data Trapped in a Time-Tracking Tool

Eight Hubstaff entities. Automated daily sync. A failing 6-minute trigger fixed to run in 22 seconds. Project delivery, utilisation, and cost dashboards — rebuilt from scratch.

8 Hubstaff entities synced daily16x Pipeline speed improvement after fix

Hubstaff APIGoogle Apps ScriptZoho AnalyticsGoogle Sheets

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⚡

Medical Device Co.

|Executive Scorecard|YTD ▾

NetSuiteAcuity TAM✓ validated

100% KPIs reconciled to source

Total Revenue (YTD)

$24.8M

▲ vs $22.1M plan

NetSuite · validated

Market Share

18.4%

▲ +2.1pp YoY

Acuity TAM blend

Active Accounts

342

▲ +28 QoQ

all regions

Quota Attainment

94.2%

▲ vs 89.1% prior yr

field reps

Avg. Deal Size

$72.4k

▲ +8.3% YoY

neurovascular

Revenue vs Quota — YTD Monthly

Power BI

Revenue Quota

▲ 12.2% above quota run-rate — 3 months ahead of plan

Account Health by Region

Growing At risk Untapped

Market Share vs TAM

Acuity

18.4%

Our share 18.4%

Market 81.6%

+2.1pp YoY · Acuity TAM

Fixed: was reading 0% (model error)

Revenue by Product Family

Each line validated to NetSuite invoice data

Validation Status

Board-grade

Revenue (YTD)✓ Reconciled

Market Share✓ Fixed + reconciled

Quota Attain.✓ Reconciled

Active Accts✓ Def. aligned

Avg Deal Size✓ Reconciled

100% of KPIs pass source reconciliation

Medical Devices

From Four Systems to One Source of Truth

How a regulated US neurovascular device manufacturer turned siloed ERP and third-party market data into dashboards leadership trusts — with every KPI reconciled to source.

4+ Source systems unified into one layer1 Validated source of truth

Power BINetSuiteSQL Data WarehouseAcuity TAM Data

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B2B Security Platform

|Revenue Operations|Last 90 days ▾

USUKSAKEBlueprint ON

Active Pipeline

$6.09M

▲ +18.4%

All regions

Deals in Pipeline

182

▲ +12 WoW

7 stages

Gate Compliance

98.4%

▲ +1.2pp

Blueprint

Leads Routed Today

▲ +3

Auto-assigned

Lists Synced

8 / 8

Every 2h

Pipeline — Blueprint Stage Gates

✓100% of transitions gate-validated — no skipped stages

Lead Routing — 4 Regions

Deluge

🇺🇸USRound-robin · 3 reps

42<4h

🇬🇧UKRound-robin · 2 reps

31<4h

🇿🇦SARound-robin · 2 reps

24<4h

🇰🇪KERound-robin · 1 rep

16<4h

Fallback → GM · Leave coverage active

Closed Won — Monthly Trend

Zoho Analytics

OctNovDecJanFebMar

▲ 3× deal velocity vs pre-RevOps baseline

Lead Source Attribution

Lead Source · Platform Source · Campaign Source

CRM → Campaigns Sync

8 lists total · No manual exports

Lost Deal Nurture

→ 3-email sequence → bi-monthly content

Security Technology (B2B SaaS)

A CRM That Stored Data but Ran No Process

Lead scoring. Blueprint enforcement. Multi-region nurture. Full-funnel attribution. All wired inside one Zoho ecosystem — for a B2B SaaS security platform operating across 4 countries.

7 Zoho products integrated4 Global regions automated

Zoho CRMZoho CampaignsZoho AnalyticsZoho Forms

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Paid Social Performance — Facebook Ads ROAS, spend, sessions and corrected attribution model

Hospitality & Experiences

From Attribution Chaos to Marketing Clarity

How a wellness retreat discovered its Facebook ROAS was 70% higher than reported — and why a 27% revenue drop had nothing to do with ad creative.

2.8x Corrected ROAS vs 1.65x reported41.6% Sessions invisible to GA4 (iOS ATT)

GA4 Data APIGoogle Apps ScriptFacebook AdsRetreat Guru

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Data SourcesPipelineTruthDashboard

Housecall Pro

REST API

Estimates

Jobs

Invoices

GoHighLevel

Marketplace API

Contacts

Opportunities

API calls

Google Apps Script

No server · No middleware

upsert rowsby ID · daily

Google Sheets

Master Data Store

connected onceauto-refreshes

Looker Studio

Live Dashboard

Leads by source

Book rate & WIP

Revenue & estimates

AR ageing (30/60/90d)

Daily time-driven trigger · Incremental upsert · Zero middleware · Runs entirely inside Google Workspace

Home Services

Two CRMs. One Master View. Zero Middleware.

A Google Apps Script pipeline that unified Housecall Pro and GoHighLevel into a single Looker Studio dashboard — 15,149 records synced on first run, 0 SaaS fees added.

15,149+ Records unified on first run2 Disconnected CRMs connected

Google Apps ScriptLooker StudioHousecall Pro APIGoHighLevel API

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E-commerce Platform

|Order Analytics|Last 90 days ▾