In our first blog, we showed how Tableau Next transforms customer support by turning dashboards into an action hub. But support isn’t the only area that benefits from this kind of workflow.
Sales teams, especially in industries like telecommunications, face a different challenge: identifying risk early enough to do something about it.
That’s where Tableau Next comes in.
Jack Parry, our Director of Partnerships and Consulting at The Information Lab US, walked through this in a new demo focused on managing customer churn risk. Here’s what stood out and why it matters.
The Challenge: Spotting Risk Before It’s Too Late
Imagine being a sales manager responsible for renewing large accounts. You’re tracking usage, engagement, and churn risk, but there’s no easy way to pull all of that together in one place or act on it quickly.
In the demo, Jack played the role of a sales manager for a telecom business called Skyline Comms. From his Tableau Next dashboard, he could see key metrics like data usage, minutes used, open opportunities, and a customer risk matrix, all in one view.
One account, Global Solutions, immediately stood out: high churn risk, low engagement, and a large opportunity in the pipeline.
Investigating Risk with Agentforce
Rather than digging through filters and reports, Jack opened Agentforce directly in Tableau Next.
He asked: “Is there anything about Global Solutions’ metrics that suggests the opportunity is at risk?”
Agentforce pulled in data from Salesforce Service Cloud and Sales Cloud, surfacing a list of concerns:
Usage was dropping
Customer satisfaction was down
Engagement had tapered off
A critical migration project was underway
That combination flagged a serious issue, and it didn’t stop there.
Jack then asked if there were any open support tickets for Global Solutions. Agentforce confirmed two: one for voicemail issues and a bigger one for a network outage. That explained the declining usage and engagement.
Taking Action Without Leaving the Dashboard
Instead of jumping into a separate system, Jack used Agentforce to update both support tickets, escalating their priority to critical. This alerted the service team to prioritize resolution immediately.
Next, Jack asked Agentforce to draft a message for his sales rep, summarizing the issues and prompting them to reach out to the customer. The message was copied directly into Slack, helping the team coordinate without wasting time.
Why It Matters for Sales Leaders
In high-value and high-risk sales environments, speed and coordination make all the difference. Tableau Next turns the sales dashboard into a live workspace where managers can:
Monitor account health in real time
Identify risk factors without switching tools
Escalate issues and inform the team instantly
Instead of separate reports and email threads, everything happens in one place with clear accountability and faster response times.
A Broader Shift: From Reporting to Resolution
This second demo highlights a key point. Tableau Next isn’t just for support teams. Any function that depends on data and quick action, including sales, operations, and finance, can benefit from bringing insight and action together in one flow.
For sales leaders, it means less time waiting for answers and more time keeping opportunities alive.
See It in Action
Watch the full demo with Jack Parry as he walks through managing sales risk with Tableau Next:
Let’s Talk
If your sales team is looking for ways to work smarter and move faster, Tableau Next could help close the gap between insight and action.
Contact us at info@theinformationlab.co.uk to learn how Tableau Next can support your business.