Asking concierge to assign a task to a user
Campaign Results dashboard
Campaign Engagement dashboard
Audience Generation dashboard
The semantic model

Tableau Next Demo: Auto Policy Boost Campaign Analytics

About the Project

This Tableau Next demo was inspired by the need to empower marketing and sales teams with real-time, intelligent insights into auto insurance agent engagement. The goal was to showcase how advanced analytics and natural language querying can streamline campaign targeting, lead conversion, and follow-up workflows—ultimately driving policy growth.

The Inspiration

We observed that while marketing campaigns alone led to some policy growth, the real impact came when Territory Managers followed up on those leads. This demo was designed to prove that policy growth accelerates when sales and marketing work together—not in silos.

Challenges, Lessons, and Solutions

Crafting realistic mock data with constraints like unique last names and valid emails
Mapping the end-to-end journey from campaign to conversion
Simulating Agentforce queries within Tableau
Understanding how to create tasks for users within the environment
Agentforce for semantic querying
A real-time semantic layer for dynamic segmentation
Tableau Next for interactive visual storytelling