Use Case Identification

Before jumping into how to best identify your first Pulse use case, start with Pulse’s value proposition.

Tableau Pulse is not designed to replace Tableau dashboards or serve as a one-size-fits-all analytical solution. Instead, it complements the Tableau ecosystem by addressing a specific gap: empowering business users who lack direct and easy access to data. These users are often underserved by traditional analytics tools that require advanced skills or significant time investment. Pulse bridges this gap by delivering actionable and concise insights in real time within the user’s workflow on their Mobile phones, in Slack, in Teams, all without the need for technical expertise.

Some questions you might ask to figure out where to begin with Pulse:

• Which users in your org are you not reaching today with dashboards or other analytics solutions?
• Are there components within your dashboards that may be better served as a group of Pulse metrics delivered in your users flow of work?
• What KPIs does your leadership team monitor daily or weekly that drive top-level decision making?
• What KPIs do managers need to effectively run their teams?
• What metrics are analysts tasked with reporting on regularly?
• What standardized metrics are helpful to know across your organization?

Best practices for choosing your first Pulse use case:

• An audience that is currently underserved by data + engaged Business Sponsor
• High quality data (see Preparing Your Data for Pulse)
• A use case that encourages daily Pulse consumption with high visibility and defined success criteria
• Ability to seamlessly integrate Pulse into standard business processes

Use Case Suggestions:

• Usage / Adoption Tracking
• Customer Service
• Spend Analysis
• Performance Tracking
• Pipeline Management
• Operational Optimization