Dashboard Design
Executive summaries, operational views, and KPI scorecards designed around the decision, not the chart library.
Tableau is only as good as the model behind it. We start with the decision you need to make, shape the data to support it, then build a dashboard that stays fast and accurate as your business changes. You get reporting people trust, not another workbook nobody opens.
Our published work has earned multiple Tableau Public #VizOfTheDay honors, and we bring that same craft to executive and operational dashboards for private and public sector teams.
When Tableau stops delivering
Most Tableau problems are not really Tableau problems. They show up as slow load times and low adoption, but the root cause sits in the data.
- Dashboards take 30 seconds to load because the SQL underneath is doing too much work.
- Workbooks break every time a source field changes, so your team stops trusting them.
- Fifty filters and ten tabs mean the people who need answers give up and go back to spreadsheets.
What Tableau consulting covers
Performance Tuning
Slow workbook? We rebuild the SQL, extracts, and data model to cut load times, often by 80% or more.
Migration & Automation
Move reporting off manual spreadsheets, connect live data sources, and set up refreshes so the numbers stay current on their own.
How we deliver
4 to 8 weeks typical. Discover → Build → Optimize → Handoff.
1
Weeks 1 to 2
Discover
Map your data sources, the decisions the dashboard needs to support, and the metrics that actually matter.
2
Weeks 3 to 5
Build
Model the data, write clean SQL, and design the Tableau views against your real numbers.
3
Weeks 6 to 7
Optimize
Tune extracts and load times, simplify the interface, and handle the edge cases.
4
Week 8
Handoff
Train your team, document the workbook, and hand over full ownership.
Tools & platforms
TableauTableau CloudTableau ServerTableau PublicSQLETL Pipelines
What good looks like
- Leaders answer their own questions without waiting on an analyst.
- Dashboards load in seconds and stay fast as data grows.
- One trusted set of numbers across every team.
- A workbook your team can maintain, not a black box.
“Fred did an excellent job of developing a clean, branded dashboard that gives multiple audiences a solid overview of our work.”
Frequently asked questions
- How long does a Tableau dashboard project take?
- Most builds run 4 to 8 weeks from discovery to handoff, depending on how many data sources are involved and how clean they are. We scope the timeline with you before we start.
- Why is my Tableau dashboard so slow?
- In our experience, most slow dashboards trace back to the SQL and data model rather than Tableau itself. We rebuild the query layer and extract strategy, which usually cuts load times dramatically.
- Do you work with Tableau Cloud, Server, and Public?
- Yes. We design and publish to Tableau Cloud and Tableau Server, and several of our public examples live on Tableau Public.
- Can you fix or rebuild an existing Tableau dashboard?
- Often, yes. We audit the workbook and data model first, then tell you honestly whether tuning the existing build or rebuilding it is the better investment.
Related work
Our published dashboards show this approach in practice, including a Financial Statement Overview that replaced a three-day manual reporting cycle and a Patient Assessment dashboard for a regional healthcare network.
Explore our success stories