• AI-powered · Tableau Next

See what your customers need. Know what to do next.

Turn customer, sales and service data into trusted, actionable intelligence. With Tableau Next and ETG Digital, your teams can move beyond dashboards to smarter decisions and more meaningful customer experiences.

Powered by Tableau, Salesforce Data 360 and AI-driven analytics experiences.

From data to decisions

Analytics that understands the business behind every number.

Bring trusted metrics, AI-powered exploration and action closer to the people who serve your customers. Tableau Next helps teams ask better questions and act on insights in the flow of work.

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Ask data in everyday language

Help business users explore metrics, ask follow-up questions and uncover patterns without relying on a long reporting queue.

See conversational analytics →
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Trust every metric

Use governed business definitions and shared semantics to help dashboards and AI experiences speak the same business language.

Explore trusted data →
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Move from insight to action

Connect the dots between customer signals and next steps, so teams can respond with greater context and confidence.

Explore use cases →
Designed around your customer

Give every team a clearer view of the customer.

Imagine a team member asking, “Which customer segments are showing signs of churn, and what changed?” Tableau’s AI-powered analytics experience can help people investigate patterns, understand drivers and decide where to focus next—grounded in the data and definitions your business trusts.

✓ Spot emerging customer needs and behavior changes
✓ Connect service, sales and engagement signals
✓ Give teams context for more relevant follow-up
✓ Make trusted insights easier to access in daily work
Tableau Agent · Example experience
“Which customer groups need attention this week, and why?”
✦ Insights for your next action

Illustrative response: engagement is softening in two customer segments while service interactions are increasing. Review these signals together before prioritizing outreach.

Engagement signal by segment
High value
82
Growing
66
At risk
34
Suggested focus: review at-risk customers with rising service interactions.

Conceptual mockup for illustration only. Metrics and response are not live Tableau data.

Built for real-world impact

Make AI more useful. Make decisions more human.

AI creates more value when it is connected to business context, trusted data and the needs of the people using it.

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Faster discovery

Help users move from a question to relevant metrics and patterns with less friction.

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Shared understanding

Align teams around governed definitions, business logic and trusted KPIs.

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Context-aware AI

Bring business meaning to analytics experiences so insights are more relevant.

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Actionable outcomes

Connect insights to workflows and decisions where work already happens.

Customer-first use cases

Turn customer signals into industry-specific action.

Explore how trusted analytics can help teams answer the questions that matter most to their customers and business.

Personalize the commerce journey

Bring product, order, campaign and service signals together to understand what customers respond to and where journeys need attention.

✓ Understand conversion and repeat-purchase trends
✓ Identify friction across customer journeys
✓ Align teams around shared performance metrics
Retail & commerce

Customer lifetime value, product trends and journey performance.

Financial services

Customer engagement, portfolio visibility and service signals.

Healthcare

Operational visibility, patient experience and resource insights.

Customer service

Service trends, recurring issues and opportunities to improve resolution.

ETG Digital approach

From analytics ambition to a practical roadmap.

We help you connect the business question to the data, platform capabilities and adoption plan required to make insights useful.

STEP 01

Discover

Understand customer priorities, existing data, key decisions and current reporting gaps.

STEP 02

Connect

Assess relevant data sources, Salesforce ecosystem touchpoints and trusted metric definitions.

STEP 03

Design

Shape use cases, dashboards and AI-enabled analytics around real user workflows.

STEP 04

Enable

Plan validation, governance, user adoption and the next stage of analytics maturity.

Frequently asked questions

Good decisions start with clarity.

Quick answers about Tableau Next, AI analytics and how ETG Digital can help.

What is Tableau Next?

Tableau Next is Salesforce’s agentic analytics experience. It brings together analytics, AI capabilities and trusted business semantics to help users discover insights and take action.

How does AI help customers and business teams?

AI-powered analytics can make it easier to ask questions of data, explore patterns and surface relevant context. The value depends on data quality, governance, business definitions and how teams use the insights.

Can Tableau Next work with existing Tableau investments?

Tableau describes Tableau Next as part of an interoperable analytics portfolio. The right approach depends on your current Tableau Cloud or Server setup, data landscape, licensing and use cases.

How does ETG Digital support implementation?

ETG Digital can help assess use cases, map your data and analytics landscape, define a practical roadmap and plan the governance and adoption needed for a customer-focused analytics program.

Where should we start?

Start with one high-value customer or operational question. Define the decision you want to improve, validate the data available and agree on what a useful outcome looks like before scaling.

Ready to make your data work harder for your customers?

Let’s explore how Tableau Next and AI-powered analytics can help your teams see the full picture, find the right signals and act with confidence.