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Data 360 and Tableau Next: One Set of Numbers Across Five Departments

Seven systems, five departments, one set of numbers. Ask in plain English.

Overview

MLVeda puts every system's data on one Salesforce Data 360 layer, builds the dashboards in Tableau Next, and adds Agentforce so leaders ask in plain English. At a national career-education provider: 7 systems, 5 departments, 32 KPIs, one set of numbers.

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See How Data 360 and Tableau Next: One Set of Numbers Across Five Departments Works

  • One number everyone agrees on – Each KPI defined once, owned by a named department leader, and signed off before it reaches a dashboard. The argument about which report is right ends.

  • Ask the dashboard a question – Agentforce on every Tableau Next dashboard. Leaders ask in plain English and get the answer; snapshot reports go out without anyone building them.

  • Spreadsheets retired, not copied – At a national career-education provider, the admissions run-rate workbook, the 120-day placement tracker and the open-invoice sheet are being replaced by live dashboards, department by department.

The problem Every department kept its own spreadsheet. At one national career-education provider, admissions filled in a run-rate workbook each morning, career services tracked placements in a 120-day sheet, finance tracked invoices in Excel. No single report gave the number, so people argued about which one was right. What MLVeda does We put every system's data on one Salesforce Data 360 layer, match identities across them, and define each KPI once with a named owner who signs it off. Tableau Next dashboards sit on that layer. Agentforce sits on the dashboards, so a leader can ask "show-to-enroll by advisor last quarter?" and get an answer. What the education provider has (program completes Nov 2026) • Seven systems on one layer: Salesforce, HubSpot, Five9, Mowgli, Canvas, Regent, Intacct • Dashboards for admissions, marketing, education, career services and finance; 32 KPIs • Admissions daily huddle on live data, not the morning workbook • Career services board reporting from the dashboard, not built by hand • Agentforce on every dashboard How we work Three 90-day sprints, one department group each. First dashboard inside 30 days. Raleigh-Durham, NC; delivery team in India.

Categories

Geographic Focus
Shows the regions where the provider operates or has done business
United States
India
Supported Languages
English

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