Concord's team used Tableau Prep Builder to consolidate all data sources into a single workflow, creating a data model for the new Executive Marketing Funnel dashboard.

• Built a brand-new custom data workflow to clean and pivot various data sources, allowing the new data source to seamlessly integrate with their organizational goals into a single data model for Tableau.
• Built a new executive summary dashboard to track marketing performance at various stages of the customer funnel, comparing it to goals for both past performance and forecasted performance.
• Improved reporting visibility and capabilities for marketing managers to easily track product performance by region and by quarter.