Turn raw data into decisions.
We design, build and operate Tableau analytics — from executive dashboards and data engineering to CRM Analytics, embedded analytics and managed support. Make every decision data-driven.
Analytics that drive decisions.
Most enterprises have more data than they can interpret. Tableau turns that data into clear, interactive dashboards. H&H Soft Cloud makes Tableau work for your business.
Why analytics matters
Decisions backed by data outperform gut calls every time. Tableau brings visual analytics, drill-downs and self-service exploration to everyone — from the boardroom to the front line.
Problems we solve
- Data locked in spreadsheets, no single source of truth
- Slow, manual reporting that lags behind the business
- Disconnected systems — CRM, ERP, marketing data siloed
- No row-level security, no governance, no audit trail
Why H&H Soft Cloud
We are a Tableau-certified partner, not a body shop. Our team owns the full analytics lifecycle — strategy, data engineering, dashboard design, governance and 24×7 managed analytics — under SLA. We ship executive dashboards in 2-4 weeks, then scale to enterprise-wide analytics. No offshore hand-offs.
Tableau services we deliver.
Full-stack Tableau capability — from data engineering to dashboard design, security and managed support.
Executive Dashboards
Revenue, pipeline, CSAT and operational KPIs surfaced for the leadership team.
CRM Analytics
Salesforce CRM Analytics — Einstein Discovery, lenses and dashboards embedded in CRM.
Tableau Prep
Data cleaning, shaping and ETL pipeline development with Tableau Prep, SQL and dbt.
Tableau Server
On-prem Tableau Server deployment, security, performance tuning and administration.
Tableau Cloud
Hosted Tableau Cloud with SSO, governance, monitoring and managed refresh schedules.
Row-Level Security
User-attribute and entitlement-based RLS so users see only the data they own.
Data Blending
Combine Salesforce, ERP, marketing and external sources into one semantic model.
Real-Time Dashboards
Live connections, streaming sources and 1-minute refresh for time-sensitive KPIs.
Embedded Analytics
Embed Tableau dashboards in Salesforce, portals and apps via JavaScript API.
Mobile Dashboards
Mobile-optimized dashboards with offline access and touch-first layouts.
Tableau Extensions
Custom Tableau extensions and JavaScript API integrations for unique needs.
KPI Scorecards
KPI definitions, targets, variance and traffic-light scorecards for executives.
Forecasting
Time-series forecasting, trend analysis and what-if scenarios built into dashboards.
Self-Service BI
Empower business users to build their own views with governed, certified data sources.
Performance Tuning
Query optimization, extract tuning and dashboard performance audits for fast load times.
Data Governance
Certified datasets, data lineage, glossary and stewardship frameworks for trusted analytics.
User Training
Role-based training — analysts, authors and consumers — for sustainable self-service analytics.
Managed Analytics
24×7 dashboard monitoring, optimization, new dashboard delivery and user support under SLA.
The full Tableau platform.
We implement and operate every Tableau product — Desktop for authors, Server/Cloud for sharing, Prep for data engineering, CRM Analytics for Salesforce, Mobile for the field.
Tableau Desktop
Author-grade desktop tool for building interactive dashboards, calculations and visualizations. We configure, train and govern author workflows.
Tableau Server
On-premises collaboration, governance and sharing platform. We deploy, secure, tune and administer Tableau Server at enterprise scale.
Tableau Cloud
Fully-hosted SaaS Tableau with SSO, automated refresh, governance and zero infrastructure. We migrate from Server to Cloud seamlessly.
Tableau Prep
Visual data prep, ETL and data flow builder. We build governed Prep flows that clean, shape and combine data for analytics.
CRM Analytics
Salesforce-native analytics — Einstein Discovery, lenses, dashboards and predictive analytics embedded in CRM records.
Tableau Mobile
Touch-optimized mobile dashboards with offline access and secure authentication. We design mobile-first for field sales and service teams.
A working executive dashboard.
This is the kind of dashboard we ship — animated KPIs, a revenue gauge, sparkline trend and a funnel breakdown, all on one screen.
From raw data to business decisions.
H&H Soft Cloud designs the full analytics pipeline — from data sources to dashboards to decisions. We connect, prepare, model, visualize and operationalize your data.
Data sources
Salesforce, SAP, Snowflake, APIs, databases, cloud, flat files.
Data preparation
Tableau Prep, ETL, data cleaning, shaping, blending, validation.
Visualization
Interactive dashboards, KPI scorecards, drill-downs, storytelling.
Decisions
Data-driven decisions, automated alerts, actions triggered by insight.
Tableau at the centre of your data.
We connect Tableau to every data source — CRM, ERP, cloud, databases, APIs, files — creating one analytics hub for the enterprise.
Outcome-driven analytics solutions.
Each solution is framed as a business problem, our approach, and the measurable outcome.
Executive Dashboard
Leadership has no single view of revenue, pipeline and CSAT — data is fragmented across systems.
Blend Salesforce, ERP and survey data into one executive dashboard with KPIs, targets and variance.
Real-time decisions, faster course-correction and a single source of truth at the top.
Operational Analytics
Operations runs on stale weekly reports — problems are seen too late to act.
Real-time operational dashboards with alerts, SLA tracking and drill-downs to root cause.
Proactive issue resolution, lower MTTR and continuous operational improvement.
Self-Service BI
Business users wait weeks for IT to produce reports — insight lags behind the business.
Governed certified datasets, drag-and-drop authoring and role-based training for self-service.
Analysts unblocked, IT backlog reduced and adoption across every team.
Embedded Analytics
Customers log into a separate BI tool — analytics is friction, not part of the product.
Embed Tableau dashboards in your app, portal or Salesforce via JavaScript API with SSO.
Higher product stickiness, reduced churn and analytics monetized as a feature.
Where Tableau delivers value.
Revenue analytics
Track revenue, ARR, MRR and bookings across product lines and regions.
Sales performance
Rep leaderboards, pipeline velocity and win-rate by stage and segment.
Customer 360
Churn risk, NPS, CSAT and adoption in one customer-health dashboard.
Marketing ROI
Campaign performance, CAC, LTV and channel attribution.
Operations
SLA tracking, capacity utilization, backlog and throughput in real time.
Finance close
Automated financial reporting, variance analysis and audit-ready close packs.
Supply chain
Inventory turns, supplier performance, fulfillment and demand forecasting.
Embedded in product
Customer-facing analytics embedded in your SaaS product or partner portal.
How Tableau serves your industry.
Healthcare & Life Sciences
Patient outcomes, clinical KPIs and HIPAA-aligned analytics with row-level security.
Financial Services
Risk dashboards, portfolio analytics and regulated reporting with full audit trail.
Retail & E-commerce
Sales velocity, inventory turns, basket analysis and customer segmentation.
Manufacturing
Production OEE, quality, downtime and supply-chain visibility in real time.
Education & EdTech
Student outcomes, enrollment funnels and cohort analytics for institutions.
SaaS & Technology
ARR/MRR, churn, cohort retention, product usage and growth analytics.
Logistics & Supply Chain
On-time delivery, carrier performance, fleet utilization and route analytics.
Professional Services
Utilization, margin, project health and pipeline forecasts for services firms.
Public Sector
Program performance, constituent services and compliance reporting.
Ten steps — strategize to operate.
A phased implementation grounded in Tableau best practice and analytics governance.
Strategize
Identify business questions, KPIs and data sources.
Audit Data
Profile data quality, lineage and source system readiness.
Engineer
Build ETL pipelines and semantic models with Tableau Prep and dbt.
Model
Design semantic layer — calculations, LOD expressions and parameters.
Visualize
Design interactive dashboards with drill-downs and mobile layouts.
Secure
Implement row-level security, entitlements and SSO.
Deploy
Publish to Tableau Server/Cloud with refresh schedules and monitoring.
Train
Role-based training for analysts, authors and consumers.
Optimize
Performance tuning, query optimization and adoption analytics.
Operate
Managed analytics support under SLA — new dashboards, monitoring, training.
Tableau at the centre of your data.
Tableau connects to everything — CRM, data warehouse, marketing, finance and your app.
Beyond standard Tableau.
When out-of-the-box Tableau isn't enough, we build custom extensions, integrations and analytics applications.
Tableau Extensions
Custom Extensions API to add bespoke visualizations, controls and third-party integrations to any dashboard.
Embedded Analytics
Embed Tableau in your SaaS product or Salesforce with SSO, entitlements and pixel-perfect placement.
Data App
Build governed self-service data apps where business users answer their own questions — guided, not gated.
Anomaly Detection
Statistical anomaly detection on key metrics — automatic alerts when KPIs deviate from baseline.
What-If Scenarios
Interactive scenario planning with parameters — model growth, pricing and capacity decisions live.
Analytics as a Service
White-labelled analytics product — we run the platform, dashboards and SLA so you can focus on the business.
Outcomes that compound.
Faster decisions
Real-time dashboards cut decision latency from weeks to minutes.
Single source of truth
Certified datasets end argument about which numbers are right.
Reduced reporting effort
Automated refreshes cut manual reporting by 80%.
Higher adoption
Self-service analytics lifts adoption across every team.
Governed & secured
Row-level security and audit trail protect sensitive data.
Operational efficiency
Live operations dashboards reduce MTTR and improve SLAs.
Self-service enablement
Analysts unblocked, IT backlog reduced, time-to-insight shorter.
Audit-ready
Governance, lineage and certifications make audits painless.
Product monetization
Embedded analytics becomes a feature your customers pay for.
For analytics leaders — the detail.
Semantic layer & data modeling
We design the Tableau semantic layer — published data sources with calculated fields, LOD expressions, parameters and joins. Every certified dataset is documented, versioned and governable. We model for performance: star schemas, aggregation patterns and extract-tuned design.
- Star schema design for fast query performance
- Calculated fields, LOD expressions, parameters
- Certified published data sources with lineage
Row-level security (RLS)
We implement RLS so users only see the rows they're authorized to see — by region, by team, by customer. We use data source filters, user-attribute functions and entitlement tables. RLS scales to thousands of users with no performance penalty.
- USERNAME() and ISMEMBEROF() entitlement checks
- Entitlement tables synced with IdP / Salesforce
- Performance-tuned with data source filters
Extracts vs Live connections
We help you choose. Extracts for fast, offline-tolerant dashboards with incremental refresh. Live for real-time data without extract maintenance. We hybridize — extracts for high-cardinality dashboards, live for transactional ops views.
- Incremental refresh strategies for large extracts
- Live connections for sub-minute freshness
- Hybrid models tuned per dashboard use case
Performance tuning
Slow dashboards kill adoption. We audit and tune — query optimization, extract design, calculation optimization, context filters, LOD tuning and dashboard layout. We measure first, then optimize the 20% that drives 80% of load time.
- Performance Recorder to identify slow sheets
- Context filters, extract filters, LOD tuning
- Dashboard layout optimization for first-paint
Tableau Prep data engineering
We build governed data flows with Tableau Prep — clean, shape, join, aggregate and persist. Prep flows are versioned, scheduled and monitored. For complex transformations we integrate Prep with SQL and dbt for a layered, testable pipeline.
- Prep flows for cleaning, shaping, joining
- Scheduled, monitored, versioned flows
- Integration with SQL, dbt and Snowflake
Embedded analytics API
We embed Tableau in your product, Salesforce, or portal using the JavaScript API and Embedded Analytics licensing. SSO via SAML/OIDC, entitlement-based views, and pixel-perfect placement. Programmatic view filtering and event hooks for full interactivity.
- JavaScript API for embedding and interactivity
- SSO via SAML / OIDC, entitlement-based views
- Programmatic filters, parameters and events
Data governance
We design the governance framework — certified datasets, data stewards, glossary, lineage and adoption metrics. We make analytics trusted, not just available. Every dashboard is owned, certified and monitored for accuracy and use.
- Certified dataset program with stewardship
- Data lineage, glossary and quality checks
- Adoption analytics — who uses what, how often
Migration to Tableau
We migrate from Power BI, Qlik, Looker, OBIEE or spreadsheets to Tableau. Content inventory, semantic-layer mapping, dashboard rebuilds, validation and cutover. We preserve intent, not pixels — re-platforming for Tableau's strengths.
- Content inventory and prioritization matrix
- Semantic-layer and calculation mapping
- Validation, cutover, parallel-run support
Tableau vs Power BI vs Looker vs Qlik.
We help you choose — and we implement whichever you pick. Here's an honest take.
| Capability | Tableau | Power BI | Looker | Qlik |
|---|---|---|---|---|
| Visual analytics depth | Best-in-class | Strong | Limited | Strong |
| Salesforce integration | Native (CRM Analytics) | Connector | Connector | Connector |
| Self-service authoring | Excellent | Excellent | Developer-led | Good |
| Total cost | Mid | Low | High | High |
| Row-level security | Native, robust | Native | Native | Native |
| Embedded analytics | JavaScript API | Embedded | Strong | Limited |
| Best for | Visual analytics + Salesforce | Microsoft shops | Modeled SQL | Associative |
Frequently asked Tableau questions.
Yes. Our team holds Tableau Desktop, Server, Prep and CRM Analytics certifications. We deliver implementation, dashboard design, data engineering and managed analytics support to enterprises worldwide.
A focused executive dashboard ships in 2-4 weeks. A full enterprise analytics rollout — data engineering, governance, multiple dashboards and training — runs 2-4 months. We scope precisely during discovery.
Yes. We connect Tableau to Salesforce via the native connector and CRM Analytics. We blend CRM data with ERP, marketing and external sources in a single dashboard.
Yes. We deploy and administer Tableau Server and Tableau Cloud — security, performance tuning, SSO, RLS, backups and monitoring under SLA.
Yes. We design row-level security using data source filters, user-attribute functions and entitlement tables synced with your IdP — so users see only the data they're authorized to view.
Yes. We build ETL pipelines with Tableau Prep, SQL and dbt — cleaning, shaping and transforming data into governed semantic models ready for visualization.
Yes. We embed Tableau dashboards in your SaaS product, Salesforce or portal using the JavaScript API and Embedded Analytics licensing — with SSO and entitlement-based views.
Tableau excels at visual analytics, complex dashboards and Salesforce integration. Power BI is more cost-effective and integrates natively with Microsoft. We help you choose based on your data ecosystem and budget.
Yes. We migrate from Power BI, Qlik, Looker, OBIEE and spreadsheets — content inventory, semantic-layer mapping, dashboard rebuilds, validation and cutover. We preserve intent, not pixels.
Yes. Our managed analytics support provides dashboard monitoring, performance optimization, new dashboard delivery, governance and user training under SLA-backed contracts.
Turn your data into decisions.
Book a free 30-minute consultation with a certified Tableau expert. We'll review your data, your dashboards and your analytics roadmap — no slides, no sales pitch.