TABLEAU PUTS US ON THE DREAMFORCE KEYNOTE STAGE

Tableau Next Implementation and Agentic Analytics

Tableau Next runs on Salesforce Data 360, reasons over a governed semantic model, and answers business questions in plain language. Precision Analytics Group architects that semantic layer and has it running in production today, in insurance advisory and luxury hospitality, and nearing production in the energy sector.

PAG founder Chris Williams on the Tableau keynote stage

VERIFIED, NOT ASSERTED

Tableau Chose Our Founder for Its Keynote Stage

At Dreamforce 2025, Tableau featured PAG founder Chris Williams in its keynote, Powering Decisions, Driving Actions, speaking on agentic analytics and what it takes to move an organization past passive dashboards into systems that recommend and act.

Vendors do not hand the keynote stage to people who have read the documentation. They hand it to practitioners who have already shipped the thing the vendor is announcing.

You do not have to take our word for any of this. The full keynote is public, and Chris’s segment starts at the timestamp linked above.

“At #DF25, Tableau Ambassador Chris Williams shared his 30 years’ experience in data and analytics, and how the #DataFam can help you skill up for the agentic era.”

Tableau, official account, October 2025

Slide from Chris Williams's Dreamforce 2025 Tableau keynote segment showing the evolution from the Balanced Scorecard through Business Intelligence to Conversational Insights

The evolution toward conversational insights. From Chris Williams’s segment of the Tableau keynote at Dreamforce 2025.

RECOGNITION

Standing in the Ecosystem

These are community and industry recognitions, not certifications. They are awarded by Tableau, Alteryx, and Salesforce, which is what makes them worth stating.

Four time Tableau Ambassador

Recognized across four consecutive program cycles for sustained community leadership and platform evangelism.

Alteryx ACE

Reserved for the platform’s most influential experts. PAG is an Alteryx partner.

Conference Speaker

Dreamforce 2024, 2025 and 2026, Tableau Conference 2024 and 2025.

Alteryx Inspire 2023

Hired by Alteryx to teach official Server training workshops and to host the Alteryx Grand Prix.

WHERE THE TABLEAU NEXT WORK STARTED

Inside a Fortune 500 Analytics Practice

From July 2024 to March 2026, Chris was Director of Analytic Consulting at Concentrix Catalyst, part of Concentrix, number 426 on the 2025 Fortune 500 list. He led a team of four consultants across an average of five to ten strategic accounts, on engagements from $250,000 to $750,000.

He was the strategic advisor and evangelist for customer intelligence solutions built on the Salesforce analytics stack, spanning Tableau, Tableau Server, Tableau Next, Tableau Pulse, and Data 360, translating platform capability into business value for C suite stakeholders. He also ran point on an AI powered customer intelligence platform that won a 2025 Globee Award for innovation.

That is where the agentic analytics thesis was formed. Precision Analytics Group, founded in 2018, is where it now gets delivered.

Tableau Next Concierge answering a plain language question about sales cycle risk by account category, with suggested follow on questions above the query box
Agentforce for Analytics answering a plain language question about sales cycle risk by account category, and proposing the next questions worth asking.

THE WORK

Tableau Next in Production Today

PAG delivers Tableau Next as a subcontractor to Thunder and Allegro Analytics, two established partners in the Salesforce ecosystem. Client identities are held in confidence.

Luxury Hospitality

End to end enterprise Tableau Next implementation on the Sales Cloud analytics stack, including Data 360 administration across data streams, identity resolution, and unified data models.

A governed, reusable Guest 360 semantic model on the Data Cloud reservation and stay objects, with a resolved identity path from source individual to unified profile that serves BI, governed metrics, and AI consumers from one layer. Governed metrics for average daily rate, room nights, distinct reservations, and complimentary night logic, with disciplined handling of aggregation grain and fan out between stay and reservation grains.

A turnkey calculation architecture that defines each metric once, splitting computation between the semantic model and a Snowflake and dbt Gold layer, plus a brand standard Booking Performance dashboard in Tableau Cloud and Agentforce for Analytics running over the semantic model for natural language querying.

Insurance and Benefits Advisory

Tableau Next solutions architecture across the Service Cloud data model, spanning telephony, activity, and case data.

Logical views and Data 360 batch transforms resolving complex data shaping problems, including role playing dimension resolution and wide to tall vendor unpivots that establish clean, reusable dimensions. Governed calculated fields and metrics for case aging, first call resolution, and multi source activity attribution, with disciplined attention to aggregation grain and fan out prevention.

Executive ready operational and member reporting dashboards translating raw Service Cloud and telephony data into KPI cards, trend analyses, and aged case tracking, built to client brand standards. PAG also diagnosed and formally documented a platform defect affecting metric card credit consumption for Salesforce Support escalation.

Energy Data and Analytics

An executive dashboard in Tableau Next on Salesforce Data Cloud for an energy analytics provider, integrating Sales Cloud opportunity data across a ten object semantic model covering pipeline, ARR movement, forecast categories, currency conversion, and product line items.

A governed semantic model with 30 calculated fields and 29 certified metrics spanning closed won pipeline, ARR movement by type, win rate, pipeline velocity, sales velocity, and FX converted revenue. A fan out caused by an OpportunityLineItem join was resolved through model level filters so aggregation stays accurate across every metric, and EUR to USD conversion runs off a live CurrencyType data stream join rather than a separate exchange rate upload process.

Every metric validated against Salesforce Lightning reports, with remaining variances against the client’s spreadsheet traced to a different source system, removing any uncertainty about the numbers. Delivered with a full handoff package: a semantic model reference covering every field and metric, a sandbox to production deployment guide, a post deployment validation checklist, and an end user walkthrough of the interface.

Delivered as a subcontractor to Thunder and Allegro Analytics

Three industries, three data models, one method. Define the metric once, govern it in the semantic layer, and let the agent inherit meaning rather than guess at it.

THE PART MOST IMPLEMENTATIONS SKIP

What Makes an Agent Correct Instead of Confident

An agent is only as good as the meaning underneath it. Ask about revenue and it has to know whether the business measures gross revenue, revenue net of returns and discounts, or something else entirely. Ask about occupancy and it has to know the difference between a stay and a reservation, or it will double count.

That is not a prompt engineering problem. It is a data modeling problem: aggregation grain, fan out, identity resolution, and metrics defined once and inherited everywhere.

The semantic model is what separates an agent that sounds confident from an agent that is correct. It is also the part most implementations underinvest in, and the reason they stall after the demonstration. PAG builds that layer first.

Sales Cloud, Service Cloud, telephony, reservations, Snowflake

Data streams, identity resolution, unified data models

Metrics defined once. Grain, fan out, and identity resolved here

Dashboards, governed metrics, and agents all inherit the same meaning

PAG builds from the semantic layer outward. That is the layer everything above it depends on.

THE WORK

Tableau Next in Production Today

PAG delivers Tableau Next as a subcontractor to Thunder and Allegro Analytics, two established partners in the Salesforce ecosystem. Client identities are held in confidence.

Tableau Next Readiness Assessment

An evaluation of your data estate, semantic layer, and governance against what Tableau Next actually requires. You finish with a decision, a sequence, and a cost, not a proposal. Begin with an informal chat with a technical expert at no cost.

Schedule Your Assessment Now

Tableau Next and Agentforce Transformation

Full implementation across Data 360, the semantic model, Concierge, and agent design, delivered to measurable outcomes.

Managed Analytics Services

Ongoing ownership of the platform after go live, because a semantic model that is not maintained decays into the problem it was built to solve.

Executive Advisory

Direct access to PAG leadership for the architecture and sequencing decisions that determine whether the program succeeds.

THE DIFFERENTIATOR

We Also Own the Platform Underneath

Tableau Next does not arrive in a clean environment. It lands on top of whatever you already run, and it is only as good as what feeds it.

PAG administers Tableau Server and Alteryx Server environments, is an Alteryx partner, and is building an Alteryx connector for Salesforce Data 360. Recent work spans Snowflake and dbt, Azure and AWS migrations, and Tableau Server upgrades with full governance documentation.

Most Salesforce implementation firms cannot do this. It is often the difference between a deployment that works and one that waits on data that never arrives cleanly.

SERVING ENTERPRISE CLIENTS SINCE 2018

  • Retail

  • Healthcare

  • Enterprise
  • Telecommunications
  • Gaming and Hospitality
  • Public Sector
  • Financial Services
Up to fifteen enterprise clients, delivered by a bench of specialist contractors.

Dreamforce 2025

Featured on the Tableau keynote stage at Salesforce’s flagship conference

Four (4) Time

Tableau Ambassador, recognized across four consecutive program cycles

Alteryx ACE

Elite Alteryx community recognition

30+ years

Advising Fortune 500 leaders on enterprise data and analytics

Start With a Readiness Assessment

Tell us where you are and we will tell you honestly whether Tableau Next is the right move, what it will take, and what it will cost. If the answer is not yet, we will say so.