Build a Customer Dashboard in Tableau
Key Takeaways:- Understand how to approach dashboard development from a business intelligence perspective, from defining metrics to structuring insights for stakeholders.
- Learn practical techniques for transforming and visualizing data using tools such as Python and Tableau in a collaborative, code-along format.
- Gain a reusable framework for designing clear, insight-driven dashboards that can be adapted across industries and data contexts.
Description
Dashboards are a cornerstone of business intelligence—but their impact depends on how effectively data is transformed into insights that stakeholders can act on. From structuring metrics to designing clear visual narratives, building strong dashboards requires both technical execution and strategic thinking.
In this interactive code-along session, we’ll walk through the process of developing a business intelligence dashboard using mock data and modern analytics tools. Participants will see how raw data can be shaped, analyzed, and visualized to support decision-making, while exploring practical considerations around metrics, layout, and storytelling. The session will blend live explanation with hands-on demonstration, giving attendees a flexible framework they can adapt to their own BI use cases.
Presenter Bio
Liz is a Data Analyst at Optimum, where she develops customer intelligence dashboards and scalable reporting solutions using Salesforce. She drives enterprise-level analytics initiatives, frequently leading projects end-to-end in a project-management capacity. She holds a Master’s degree from Columbia University and currently serves as Chair of the Columbia QMSS Alumni Council.
Rushabh Shah is a data analyst at Optimum. He develops automated reporting solutions and transforms complex sales and serviceability data using Python and SQL. He also holds a master's degree in computer science from Colorado State University.
Abraham Kwarteng is a data analyst at Optimum. He specializes in unifying reporting platforms - BigQuery, Power BI, Tableau, and Excel ecosystems into cohesive, executive-ready dashboards that drive visibility, accountability, incentive design, performance optimization, and strategic forecasting. With concurrent graduate studies in Data Science and advanced analytics coursework, he blends statistical rigor with real-world operational leadership to turn complex datasets into actionable business strategy.
Cody is a Sales Strategy & Operations Manager at Optimum, where he leads data-driven sales planning, KPI frameworks, performance analytics, and operational optimization initiatives. He has previously worked across change management, marketing, finance, and healthcare, bringing a broad, cross-industry perspective to revenue strategy and execution. His work centers on building scalable analytical frameworks that translate complex data into actionable insights to drive growth and operational efficiency.