Sound familiar? “Our people need the numbers between meetings, and the data is stuck behind dashboards.”
High-fidelity Figma prototype for Salesforce Tableau Pulse, showing real-time sales KPIs, push alert flows, and natural language data exploration — built for professionals who need insight between meetings, not just in them.
Impact
19% increase in data-driven sales actions from mobile channels, measured by the client after rollout
Enabled a path to context-aware sales intelligence for 330,000 global users without requiring dashboard logins
"...showed us how sales performance data could finally be useful between meetings, not just in them." — Director of Sales Strategy
Problem
A global professional services firm with 330,000 Salesforce users had invested heavily in desktop sales tooling — but none of it followed consultants into the field. Consultants needed to check metrics, investigate anomalies, or act on time-sensitive signals without logging into a full Salesforce org and navigating complex dashboards. The firm operated on a distributed "franchisee" model, meaning individual consultants were accountable for their own numbers — but the data to manage those numbers was effectively inaccessible on the go.
Approach
Evaluated Salesforce's Tableau Pulse product capabilities and constraints in partnership with the firm's analytics team
Defined key behavioral triggers for mobile push alerts: quarterly pacing, deal slippage, account activity gaps, and personal KPI anomalies
Created mobile-first UX concepts and journey maps for high-priority insight scenarios
Designed modular exploration flows using Tableau Pulse's natural language querying and AI summarization features
Maintained a strict "zero-friction" design principle throughout: no dashboards, no toggles, no context switching
Solution
A conceptual mobile sales intelligence experience built on Tableau Pulse that delivered real-time, personalized KPI alerts and guided explorations directly to a consultant's phone — without requiring a Salesforce login or dashboard navigation. Established a scalable behavioral model for how 330,000 users could act on sales data in the moments that actually matter: between client calls, in transit, and before key meetings.
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