BI Dashboard with Tableau, Qlik or PowerBI: Phase 1

Industry Media and Advertising

Specialization Or Business Function

Technical Function Business Intelligence (Dashboards)

Technology & Tools Business Intelligence and Visualization (Tableau, Qlik Sense, Microsoft Power BI)


Project Description

We are a global consultancy focused on marketing and media. We seek to create a dynamic dashboard using Tableau, Qlik or PowerBI to display the metrics from the data sources indicated below:

  • Event Real-time budget: Quickbooks
  • Budget vs. Actual spend: Quickbooks
  • Sales Forecasts: Salesforce
  • Pipeline via Salesforce: Salesforce
  • Real-time P&L: Salesforce, Quickbooks
  • Projections vs Budget: Salesforce, Quickbooks
  • AW360 Weekly: Google Analytics
  • Registration Status: CMS
  • Social Snapshot: Facebook, Twitter, Instagram, LinkedIn
  • Cashflow: Quickbooks

Salesforce Fields to be Used

  • Account.Name (Client)
  • Account.BillingState
  • Account.BillingCountry
  • Amount
  • CloseDate
  • CreatedDate
  • IsClosed
  • IsWon
  • LastModifiedDate
  • LeadSource
  • Name
  • Owner.Name (Sales Rep)
  • StageName
  • _BATCH_ID_

Quickbooks Integration

Currently running On-Premise Server with Client Apps connecting. Would potentially consider a move to QuickBooks Online if the availability of Out of the Box connectors with our whatever our eventual BI Platform, helps to sway us in that direction.


Our budget for phase 1 is approximately $5,000.


Please respond with your preferred technology for dashboarding, your experience with it, its licensing costs and ballpark estimate in hours for this project (you can provide a broad range if estimation is not possible).

Project Overview

  • Posted
    May 20, 2019
  • Planned Start
    July 02, 2019
  • Preferred Location
    From anywhere

Client Overview


Matching Providers