📢 Now on Salesforce+: Breaking Free From Spreadsheets (The Talk That Had People Nodding Hard)

Let’s face it – there’s a reason dashboards still get exported to Excel.

It’s not because users love spreadsheets.

It’s because they’re not yet confident navigating your dashboard.

They don’t trust what they’re seeing – or worse, they don’t know what to do with it.

At Tableau Conference 2025, Dawn Harrington and I unpacked one of the most frustrating realities in data:

Most dashboards fail not because the data’s wrong, but because the user can’t see the next step.

👉 Maybe the actions aren’t clear.

👉 Maybe the design feels unfamiliar or overwhelming.

👉 Maybe it just doesn’t feel safe to make a call based on what’s on screen.

In our 40-minute session – now available to watch on Salesforce+ – we shared practical ways to change that.

What we covered:

• Why “Can I get this in Excel?” is a symptom, not the problem
• How to design dashboards that guide users to action, not leave them second-guessing
• The real reasons change is hard (and how to make Tableau feel less scary)
• Why trust, familiarity, and a clear story arc make all the difference
• The three pillars of visual analytics that keep users coming back (not clicking ‘Export’)

📊 If your dashboards aren’t helping people feel confident enough to act, you’re not alone.

But there’s a better way.

🎥 Watch Breaking Free From Spreadsheets on Salesforce+