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Data services · Analytics

Turn data into decisions your teams trust.

KPI design, dashboards and predictive insight on Tableau, CRM Analytics and Power BI, built on clean, governed data and embedded where your teams already work, including inside Salesforce.

Analytics engineers and Tableau / CRM Analytics specialists.
At a glance
KPI-first
Definitions agreed before dashboards
Self-serve
Teams answer their own questions
Tableau
CRM Analytics and Power BI too
Predictive
Einstein Discovery and ML models
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Plenty of data, very little insight.

Numbers live in spreadsheets, CRM reports and a dozen tools. Every meeting starts with a debate about whose figure is right. Good analytics starts with agreed definitions and trusted data, then puts answers where people make decisions.

✕
Reports nobody trusts
Every team has its own number for the same metric.
✕
Dashboards nobody opens
Charts built for a meeting, then forgotten.
✓
Decisions backed by data
Agreed KPIs, trusted dashboards and insight in the tools people already use.
Sound familiar? If any of these ring true, let's define the numbers that matter.
?

Leadership meetings start with arguing about whose number is right.

?

Analysts spend days every month rebuilding the same spreadsheet reports.

?

Salesforce reports stop at the CRM and cannot see finance or ops data.

?

You have dashboards, but usage drops off a few weeks after launch.

?

Nobody can say which campaigns, products or reps actually drive profit.

?

You want AI and forecasting, but the underlying data is not ready.

What we do

Analytics, from KPI to action.

From a single executive dashboard to a self-serve analytics platform, designed around the decisions your business actually makes.

KPI & Metrics Design

Agree the handful of metrics that run the business, with clear definitions, owners and targets everyone signs off.

Dashboards & Reporting

Executive, sales, service and operations dashboards in Tableau, CRM Analytics or Power BI, designed for the decisions each role makes.

Predictive Analytics

Forecasting, churn and propensity models with Einstein Discovery or Python, explained in plain language and surfaced on the record.

Self-Serve Analytics

Governed datasets and certified data sources so business users explore safely without waiting on IT.

Embedded Analytics

Insight placed inside Salesforce records, Slack and portals, so people act on it where they already work.

Analytics Data Modeling

Semantic layers, star schemas and data quality rules that keep every dashboard consistent and fast.

Our analytics method

Built around decisions, not charts.

01
01

Discover

Interview stakeholders, list the decisions that matter and audit the data behind them.

02
02

Define

Agree KPI definitions, sources, owners and targets before a single chart is built.

03
03

Model

Clean, join and model the data into a governed, reusable analytics layer.

04
04

Visualise

Build dashboards iteratively with the people who will use them every day.

05
05

Adopt

Train users, track usage and refine until analytics is part of how you work.

What you get

Analytics your teams will actually use.

KPI Dictionary

Every metric defined once, with its formula, source and owner.

Governed Data Model

A reusable semantic layer that keeps numbers consistent everywhere.

Role-based Dashboards

Executive, team and individual views built around real decisions.

Enablement & Handover

Training, documentation and a backlog your team can own.

The iTech difference

Dashboards that survive the next reorg.

iTechCloud
Typical BI project
Starting point
Decisions & KPIs
Chart requests
Data
Modelled & governed
Straight from source
Consistency
One KPI dictionary
Numbers per report
Adoption
Tracked & improved
Launch and hope
Where insight lives
In Salesforce & Slack
A separate portal
Analytics packages

From one dashboard to a data-driven culture.

Fixed-scope packages that deliver visible value first, then scale into governed, self-serve analytics.

Analytics Assessment

Know where you stand

Stakeholder interviews
Data & report audit
KPI shortlist
Prioritised roadmap
Talk to us
Popular

Dashboard Launch

Trusted dashboards, fast

Everything in Assessment
KPI dictionary
Governed data model
Role-based dashboards
Talk to us

Analytics Platform

Self-serve at scale

Everything in Launch
Self-serve datasets
Predictive models
Ongoing analytics support
Talk to us
Why iTechCloud

Analysts who understand the business behind the numbers.

Salesforce-native depth

CRM Analytics and Tableau expertise from a Salesforce partner since 2017.

Decision-first design

We start from the decisions you make, not the charts a tool can draw.

Data engineering in-house

The same team models the warehouse and builds the dashboards on top of it.

Built for adoption

Training, usage tracking and iteration until analytics becomes habit.

Credentials

Certified where it counts.

100+
Certifications held
12
Certified architects
6
Cloud specialties
Select
Salesforce Partner
CSAT 4.9
Average engagement score
ISO 27001
Security certified
Tools we work with

The BI stack, around your data.

Salesforce-native analytics, enterprise BI and the warehouses behind them, chosen for your users and budget.

Tableau & Tableau Cloud
CRM Analytics
Power BI
Snowflake / BigQuery
Salesforce Data Cloud
Excel & Google Sheets
Platforms & sources

The analytics platforms we build on.

A sample of the BI tools, warehouses and data sources we work with every day.

TB
Tableau
BI & Visualisation
CA
CRM Analytics
Salesforce BI
PB
Power BI
BI & Visualisation
LS
Looker Studio
BI & Visualisation
ED
Einstein Discovery
Predictive AI
DC
Salesforce Data Cloud
Customer data
SF
Snowflake
Data warehouse
BQ
Google BigQuery
Data warehouse
DB
Databricks
Lakehouse
RS
Amazon Redshift
Data warehouse
DT
dbt
Transformation
PY
Python
Data science
SC
Sales Cloud
CRM source
SV
Service Cloud
CRM source
MC
Marketing Cloud
Marketing source
GA
Google Analytics 4
Web analytics
HS
HubSpot
Marketing source
SAP
SAP
ERP source
NS
NetSuite
ERP source
SL
Slack
Alerts & sharing
FAQ

Data analytics, answered.

It depends on where your users work and where your data lives. CRM Analytics is strongest for insight inside Salesforce; Tableau for broad, visual exploration across many sources; Power BI where Microsoft is already standard. We recommend based on users, data and licences you already own.
Not always. Small scopes can report directly on Salesforce and a few sources. Once you combine several systems or need history and heavy calculations, a warehouse keeps dashboards fast and consistent, and we can build both together.
Usually a few weeks. We deliver a first high-value dashboard early, then expand in short iterations while the data model matures behind it.
We design with the users, place insight where they already work (Salesforce records, Slack, email digests), train each role and track usage so we can improve what is not being used.
Yes. We build forecasting, churn and propensity models with Einstein Discovery or Python and surface the predictions, with the reasons behind them, on the records your teams work from.
Yes. We audit current reports, consolidate duplicates, fix the definitions behind conflicting numbers and move you onto a governed model without losing what already works.

Let's make your data useful.

Book a free analytics workshop. We'll agree your key metrics and map the fastest route to dashboards people trust.