From scattered spreadsheets to an analytics layer you can trust.
A pretty dashboard with the wrong number is worse than a spreadsheet. We start at the source of the data, model, integration and governance, and only then at the visual.
Talk about BIWhere we work.
Datago started as a Tableau consultancy in 2018. BI is not an extra line in our portfolio: it is where the company came from.
Seven phases, from discovery to publication.
A pretty dashboard with the wrong number is worse than a spreadsheet. That is why the order matters: the visual is the fifth phase, not the first.
Where the data is born today, who uses it and which numbers do not match. Gathered with the business area, not just with IT.
Inventory and connection of the origins: ERP, CRM, spreadsheet, database and API. What stays out is also a decision.
Data warehouse or lakehouse, dimensional model and the dictionary with the business rules written down.
Load, treatment and quality routines. This is where the number becomes trustworthy.
Visualisation by audience: the board, the manager and the operation see different cuts of the same truth.
A check with the area that uses the number. A discrepancy found now costs far less.
Access governance, publication in Tableau or inside Salesforce, and training for whoever will use it.
The data project is visible too.
Every connected source, every load routine and every published dashboard shows in the portal, with hours used alongside.
- Sources and routines with the status of each load and what is still to connect.
- Quality measured, not promised: what was treated and what is still open.
- Dashboards delivered by audience, with sign-off recorded.
- Hours per line, so the board knows where the effort is going.
Too much data, too few indicators.
- Two departments bring different numbers to the same meeting.
- The monthly close depends on a spreadsheet only one person knows how to update.
- The dashboard exists, but nobody opens it because nobody trusts it.
- Every new question becomes a two-week ticket.
- The Tableau license is paid for and underused.
- CRM data and ERP data never match.
The advantage of doing both.
Most BI problems in a company using Salesforce sit on the border between the two worlds: a badly modelled field in the CRM becomes a wrong indicator on the dashboard. Because we implement both the CRM and the analytics layer, we fix it at the source instead of patching the dashboard.
See Salesforce consultingReportable modelling
The field is designed with the indicator it will feed in mind.
Database quality
Data Mining finds duplicates and gaps before the number reaches the board.
A single supplier
No finger-pointing between the CRM consultancy and the BI one.
Auditable origin
Every indicator has a traceable path back to the source system.
What people usually ask.
Want to look at your data together?
Tell us which decision is made on gut feeling today. That is where the conversation starts.
WhatsApp +55 27 99997-0276We already have Tableau, but almost nobody uses it. Can it be recovered?
Yes, and it is usually faster than starting from scratch. The diagnosis normally points to the data model or to a dashboard designed without the business question, rarely to the tool.
Do you work with Power BI or other tools?
Our specialty is Tableau and Data 360, where we have a certified team and a track record. The data layer and the ETL we build serve any visualisation tool.
Do we really need a data warehouse?
Not always. Smaller operations work well with well modelled extracts. The warehouse comes in when there are many sources, high volume, or a need for history the source systems do not keep.
How does the analytics squad work?
A monthly hour bank with an assigned professional, a shared roadmap and priorities set by you. It is the model for continuous demand.
Let us look at your data.
Tell us which decision is made on gut feeling today. That is where we start.
Rather talk now?
Sales team on WhatsApp, Monday to Friday, 9am to 6pm (BRT).
WhatsApp +55 27 99997-0276