Visualize Your Sales Performance
Turn CPQ data into actionable business intelligence with Tableau. Analyze margins, product mix, and discount trends in real-time.
Why Tableau Needs a Configurator
Analytics is only as good as the data source.
Tableau is powerful, but it needs structured data to drive insights. Mercura CPQ feeds it clean, granular data.
- Product Mix: Track exactly which options are being selected (e.g., "80% of customers choose Blue").
- Margin Analysis: Visualize profitability by region, product line, or sales rep.
- Win/Loss: Correlate configuration complexity with deal closure rates.
Tableau Handles
- Data Visualization
- Executive Dashboards
- Cross-System Reporting
- Trend Analysis
- AI-Driven Insights
Mercura Handles
- Quote Data Generation
- Configuration Logs
- Pricing Rules Execution
- Margin Calculation
- User Activity Tracking
Measurable Business Outcomes
Key benefits of Salesforce Tableau integration
Visual Insight into Quote & Pricing Trend
Use Tableau to visualize CPQ data, track configurations, discounts, product variant popularity, and margin trends over time. With dynamic dashboards, you’ll know which products or configurations are driving profit and which offer room for improvement.
Forecasting & What-If Scenario Analysis
Blend CPQ data with broader business data in Tableau to run “what-if” scenarios (e.g. how margin changes with increased discount levels, or product mix shifts). Better anticipate pricing performance and sales volume under different assumptions.
Performance & Operational Visibility
Monitor key performance indicators (KPIs) such as quote turnaround time, conversion rates, number of revisions per quote etc. Alerts or dashboards in Tableau let you quickly spot bottlenecks, anomalies or inefficiencies and respond proactively.
Seamless Data Flow Architecture
Mercura exposes an OData feed or analytical API that Tableau consumes directly. Reports refresh automatically.
- Quotes
- Line Items
- Configuration Attributes
- Audit Logs
- Sales Dashboards
- Product Reports
- Executive Summaries
Success in Intelligence
"Tableau showed us that we were underpricing our custom options. We adjusted the rules in Mercura and increased margins by 12% in one quarter."
Se Mercura i aktion
How We Connect
Connect
Point Tableau to Mercura's API endpoint.
Auth
Enter secure API credentials.
Model
Build relationships between Quotes and Items.
Visualize
Create charts and graphs.
Enterprise Risk Reduction
Is data real-time?
Tableau can refresh data from Mercura on a schedule (e.g., hourly) or via live connection.
Do I need a data warehouse?
No, Tableau can connect directly to Mercura's API, though a warehouse is recommended for large volumes.
Can I combine with ERP data?
Yes, Tableau is perfect for joining Mercura Quote data with ERP Invoice data.
Is sensitive data protected?
Yes, you control authentication and row-level security within Tableau.
Connected Ecosystem
Mercura feeds your data strategy.
Ready to get started?
Book en CPQ demo