Shield Marine Services’ reporting workflows were heavily manual and spreadsheet-based. Generating key forecasting metrics required manually exporting data from Salesforce and other sources, consuming approximately 10 hours per week of valuable business time. This approach limited scalability, increased the risk of human error, and severely restricted timely access to critical business insights.
Ascendion UK partnered with Shield Marine Services to design and implement a centralized, automated reporting and forecasting solution, by leveraging the powerful capabilities of Tableau Next and its integrated AI, Agentforce.
Our teams built a dynamic, interactive dashboard suite, focusing on revenue, sales pipelines, and costs. We created structured representations of Salesforce data, such as revenue forecast and sales pipeline models to factor in business context and ensure data consistency and accuracy for the four main dashboards:
The implementation integrated Agentforce’s conversational analytics feature, Agentforce Analytics. This enables Shield Marine Services users to explore semantic model details and dashboards by asking questions in natural language within the Agentforce panel, quickly surfacing insights in CRM without needing technical skills.
Tech Stack:
Eliminated an estimated 10 hours per week of manual forecasting, freeing up teams for higher-value activities
Enabled reporting across past, present, and future performance of revenue, sales pipeline, and costs
Provided key business stakeholders with a new, intuitive way to interact with their data, accelerating analysis and informed decision-making through simple, plain language questions
Our solution has delivered measurable impact across reporting efficiency and decision-making, showcasing Ascendion UK’s ability to drive successful data outcomes and unlock the full power of Tableau Next and Agentforce Analytics.
