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Biztory Analytics Starter for Tableau Next

By Biztory

Pick a playbook, get a Tableau Next dashboard, on sample or YOUR data.

No Ratings
Free  

Never requires payment

Try It
Requires
Data Cloud
Tableau
Agentforce
Compatible With
Data Cloud
Tableau

Pick a playbook (or load sample data), and Biztory Analytics Starter builds a real Tableau Next dashboard live from your own Salesforce data — no data team needed. One shared metric dictionary keeps every KPI consistent.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Data Cloud
Tableau
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Data Cloud
Tableau
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Prerequisites in the installing org: Tableau Next + Data 360 enabled. Create a **Named Credential** named exactly `TableauNext_Self`: Named Principal (with scopes: refresh_token cdp_api api).

App Details

Version
Biztory Analytics Starter/version 1.0 1.2.0
Listed On
09/12/2026
Latest Release
09/12/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/04/2026

Additional Details

Most analytics demos need your data first. Biztory Analytics Starter flips that: it includes a realistic 180-deal dataset and governed metrics, so within five minutes you can see live KPIs and rule-based insights in your own org. What you get: - Demo sales-pipeline data with one-click load/remove - Governed metrics: Pipeline Value, Win Rate, Revenue, Avg Deal Cycle - Live KPI tiles + automatic insights - A guide to rebuild it as a Tableau Next semantic model + dashboard Why it matters: One shared metric dictionary means consistent, trusted analytics—and gives agents a reliable foundation for revenue questions. From starter to your data: Biztory’s Claude-powered pipeline can create the same semantic model, workspace, and dashboard from your systems in one free guided session. The starter shows the pattern; the session makes it yours.

Need help?

Biztory

Belgium, Antwerp

Please review the install.md file. If you still have any open questions, don't hesitate to email operations@biztory.com

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