Make partnerships a source of attributable revenue. Infuse partner data from Crossbeam into your company's performance dashboards and charts in Tableau.
Make partnerships a source of attributable revenue. Infuse partner data from Crossbeam into your company's performance dashboards and charts in Tableau.
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:
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.
Installation Requirements:
How to Install:
Connect Crossbeam overlap data to Tableau Desktop using the Web Data Connector. Here's how to get started:
Tableau Desktop only.
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:
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.
Introducing: Google Sheets as a Data Source.
Automatically feed partner overlaps from Crossbeam into Marketo
Find and action partner overlaps with Crossbeam for Chrome
Get more done with your partners, sales reps, and marketing teams with Crossbeam for Slack
Showcase your integration on the world’s leading Partner Cloud marketplace.