Tableau CRM and FinancialForce: Elevating Insights Together

How tableau CRM/Einstein Analytics works with FinancialForce (PSA)

A platform approach – which is taken over by Tableau CRM and FinancialForce – is comparatively better than individual point systems from distinctive cloud providers. The transactions performed by a single platform give rise to essential data the platform includes embedded analytics (e.g., Salesforce Tableau CRM, formerly known as Einstein Analytics). This integration enables them to perform all needed Professional Services- and financial-related tasks in a single cloud platform.

Considering the scenario if FinancialForce Professional Services Automation (PSA) sits at the centre of the service delivery process, this gives us billing accuracy, time efficiency, and audibility (i.e., financial control).

But C-Level executives – even the ones in finance –need analytics such as– summaries, roll-ups, pivots, trends, and forecasts to unlock customer insights and adapt to changing environments.

FinancialForce PSA is a product of the cloud platform and delivers on-platform analytics, and a complete game changer Embedded analytics help us to look at any single transaction with a complete process for e.g., quote-to-cash journey, from the original customer quote through the final accounting entry in the General Ledger.

This helps the executives with a view into everything, from exactly how the quote turned into an assignment and an individual’s timecard to the customer invoice. It is possible to initiate with the General Ledger and trace it back to the original quote, with the data in real-time about everything in between, including the billing and timecards submitted.

This state equals a Business 360 and Customer 360 view because from any point along the process, any assigned user within the company can clearly see every transaction and data point associated with a customer. Which gives an understanding of what is happening with each customer engagement and its effect on the overall business.

Accurate and real time data from a single source paves the way for truly customer-centric business operations and culture, and the ability to deliver the most innovative customer experience.

A real-time, accurate view of data empowers the organization to handle every Professional Services-related activity more efficiently and improve the overall process. Because of the deeper understanding what is happening with each Professional Services engagement – and all engagements in total – employees can make decisions that optimize business.



For e.g. A view that enables the employees to easily answer questions such as:

When am I able to notify the client that we are going over budget?

How quickly can we notify the need for a change order?

Will I be able to keep the project moving forward without unnecessary delays?

Accurate information also ensures the company can:

share project status with Confidence

Understand real-time accessibility of Professional Services resources

Ensure to trace and audit for better financial control

Also with the Tableau CRM and FinancialForce platform, Customer Communities can even empower clients with self-service capabilities, including tracking project status and paying invoices in few clicks.


Improve revenue forecasting, margins, and profitability

With accurate and real-time accessibility of the data, the executives can develop trusted revenue forecasts associated with future-looking bookings. If we implement a single platform solution on Salesforce with Tableau CRM and FinancialForce. Now the company executives, service and practice leaders, and project managers can log into a dashboard to see every element associated with a deal, from closed opportunity to purchase order. Such Powerful information empowers the executive team to understand with precision when deals are booked, and revenue can be recognized.

When A project managers effectively execute their jobs and record project details in a unified cloud platform, the resource managers immediately see the forward-looking plan. By applying analytics to this same information, the executive team can understand where things stand Project Wise on a percent-complete and target-margin versus delivered-margin basis.

This accessibility also helps drive higher profitability. With a clear view into the most profitable products and services, and the best vendors to work with, the executives can make instant decisions that significantly improve profitability.


Better manage and orchestrate staffing and hiring

Professional Services organizations need to understand available resources and skillsets for upcoming projects. A single cloud platform solution help in everyone getting a clear and accurate view into those needs along with project backlog, so project managers can plan staffing appropriately.

In fact, a single platform can automate many steps in the project execution process and empower the organization to harness all the information captured during the order management project setup step. Once the order has been completed, the system confirms staff and skills, so the resource manager can immediately determine whether the necessary staff is in-house or needs to be hired. 


Drive bigger business growth by putting their customers at the centre of the business.

Tableau CRM and FinancialForce analysis has traditionally involved looking back at past data, i.e., metrics or KPIs from the last week, month, or year, but it is time to acknowledge that this is only half of the picture. It isn’t like we should do away with past data altogether. It is still important for analysing performance, but it cannot be the sole basis for current action. Today, financial leaders must recognize financial analysis needs to consider predicted future outcomes and forecasting to allow for effective decisions to be made in real-time.

There is a subtle difference between predictions and forecasting

By now as we know the importance of using modern analytics to project performance into the future as looking in the past cannot deliver the same level of insights.

Modern analytics solutions can be directly applied to company financials, allowing finance teams to track traditional metrics, and predict insights. Insights predicting help fi nance teams predict future rates of renewal, churn, and expansion as well as generate forecasts.

These new platforms can do so much more than just traditional spreadsheets, with embedded business intelligence and AI technologies that allow us to have a greater depth of insight., Einstein Analytics, provide the data at a row or transaction level rather than aggregating it or summarizing it. Which means that financial professionals do not have to search for the data but can immediately use it as it is already a few clicks away and linked to financial reporting. Saving time like this will increase business efficiency.

Further step for finance experts is to turn accumulated data into visual depictions so that it can be easily shared and interpreted by those across the company who need it. Traditionally, through spreadsheets, it is either bar graph or pie chart. Even though they are useful, the heat maps, scatter plots, or bubble charts and even more modern tools can create are able to highlight data in a more eye-catching way. These new visualizations will also remove the difficulty caused by spreadsheets where one graph is dynamically related to another, these minor changes cause chaos. Hence using these new systems has the potential to eliminate a lot of time-consuming data manipulation.

As remote working is becoming increasingly adaptable, especially in the current global climate where entire workforces are working from home because of COVID-19, more convenient, collaboration enabled reporting tools to have never been so vital. One of the issues to highlight when using spreadsheets is that they create version control issues, where multiple versions of the spreadsheet are sent across the organization making it inconvenient to keep track of the changes. Switching from using spreadsheets and using Einstein Analytics with Tableau CRM and FinancialForce instead will make it easier for people to share data remotely.

As modern platforms are providing mobile versions of the desktop experience it is important to expand the working landscape and introduce a greater element of flexibility.

The Tablaeu CRM and FinancialForce analytics world is changing, and it’s time to let go of the old and welcome the new. It is time for everyone to Look at Einstein analytics and reporting solution in action.