To help the team share data efficiently, what should the strategy designer recommend at Cloud Kicks?

Creating dashboards in Tableau is a strategic recommendation because Tableau is specifically designed for data visualization and analytics. This tool allows teams to transform complex data sets into interactive and easy-to-understand visual formats, which can significantly enhance data sharing and collaboration efforts.

Tableau’s capabilities enable real-time data analysis and visualization, allowing users to spot trends, patterns, and insights faster than traditional reporting methods. Dashboards in Tableau can consolidate data from multiple sources, giving stakeholders a comprehensive view of relevant metrics. This integration leads to improved decision-making processes as teams can focus on actionable insights derived from visually represented data.

In contrast, while developing reports in Sales Cloud can serve some reporting needs, it may lack the advanced visualization tools and interactivity that Tableau offers. A Kanban view in Revenue Cloud is useful for workflow management but does not inherently provide the robust data analysis and visualization features critical for efficient data sharing. Utilizing Excel for ad-hoc reporting, while useful in certain scenarios, may not provide the collaborative features and interactivity that Tableau dashboards integrate, which can limit broader data accessibility and insights sharing across the team.