Tableau

Install

Overview

Make partnerships a source of attributable revenue. Infuse partner data from Crossbeam into your company's performance dashboards and charts in Tableau.

Key Benefits

  • Get Credit for Your Partnership Team's Impact on the Bottom Line: Attribute revenue to partnerships by linking new sales to partner relationships and warm introductions.
     
  • Personalize Users' Experiences Based on Mutual Accounts with Tech Partners: Segment your users based on which partners already work with them. Then, see which partners are more likely to impact adoption, engagement, and conversions.
     
  • Expand Existing Accounts and Prevent Churn: Uncover potential integrations, content, training, and messaging that will resonate with customers based on their existing relationships with your partners.
     
  • Unearth More Partner-Influenced Revenue: Give sales reps a path to warm intros, intelligence, and context from their counterparts at partner companies.
     
  • Gain Executive Buy-in to Invest in Partnerships: Make sure company execs see and appreciate how and where partner relationships are impacting the key metrics they monitor daily.

How It Works

When you use the Web Data Connector (WDC) to connect Crossbeam to Tableau Desktop, you will be prompted to enter your Crossbeam login credentials. After authenticating, your partner overlaps from Crossbeam will be available for you to build reports and data visualizations in Tableau Desktop. You can publish your data visualizations to Tableau Server or Tableau Online for end users to view and interact with them.

To learn more about Web Data Connectors, read this help doc from Tableau.

Available Crossbeam data to report on:

  • Entity ID
  • Record Name
  • Population Name
  • Partner Name
  • Partner Population Name
  • Partner AE Name
  • Partner AE Email
  • Partner AE Phone
  • Matched At

To begin deploying the starter dashboards, follow these instructions:

Note: The Starter Dashboards will be saved as a packaged .twbx file. You must have a Crossbeam and a Salesforce account to deploy the starter dashboards in Tableau Desktop.

  • When you open the packaged file, you'll be asked to provide your Crossbeam and your Salesforce credentials.
  • Once connected, the starter dashboard will populate with data flowing from your Crossbeam account and Salesforce instance.

Galleries

Instructions:

Installation Requirements:

  • This integration is compatible with Tableau Desktop only. Connect Crossbeam to Tableau Desktop using the Web Data Connector to build dashboards and charts. You can publish those data visualizations to Tableau Online or Tableau Server for end users to view and interact with.
     
  • To install the integration, you must be on a paid Crossbeam plan and have a license for Tableau Desktop. If you’re not on a paid plan with Crossbeam and are interested in learning more about the integration, contact sales@crossbeam.com. We are offering pilot programs for eligible customers to get free access to Partner Cloud integrations. 

How to Install:

Connect Crossbeam overlap data to Tableau Desktop using the Web Data Connector. Here's how to get started:

  • Open Tableau Desktop and click Connect to Data
  • On the left-hand side of the menu, navigate to More and then click Web Data Connector
  • Enter the URL: https://app.crossbeam.com/crossbeamwdc and then click Connect to Crossbeam
  • Enter your Crossbeam credentials to connect your Crossbeam account with Tableau Desktop
  • Once the data is connected, the table should populate with Crossbeam data
  • Select the Sheet tab to begin your analysis

Tableau Desktop only.

Users with Tableau Creator and Tableau Explorer can install the integration and interact with or modify the visualizations in Tableau Server or Tableau online. Users with the Tableau Viewer plan cannot install the integration, however they can view data visualizations built using Crossbeam data.

A Web Data Connector is a means of connecting your data with Tableau. Tableau has 80+ Web Data Connectors, and now Crossbeam is one of them. Connect Crossbeam to Tableau Desktop using the Web Data Connector.

To learn more about Web Data Connectors, read this help doc from Tableau.

No, you cannot. However, you can use the Web Data Connector to connect Crossbeam to Tableau Desktop so you can build dashboards and data visualizations. Then, publish those data visualizations to Tableau Online or Tableau Server for end users to view and interact with them. Users with Creator and Explorer licenses can modify the visualizations, as well.  

Your partner overlaps from Crossbeam will be available for you to build reports and data visualizations in Tableau Desktop. Available Crossbeam data to report on includes:

  • Entity ID
  • Record Name
  • Population Name
  • Partner Name
  • Partner Population Name
  • Partner AE Name
  • Partner AE Email
  • Partner AE Phone
  • Matched At

 

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