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Tableau Financial Reporting Dashboards for Sales Leaders

Pixel-Perfect UX/UI & Data Engineering with Impactful Tableau Reporting Dashboards for Sales Leaders.

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Pixel-Perfect UX/UI & Data Engineering with Impactful Tableau Reporting Dashboards for Sales Leaders.

Design Workshops, UX/UI Design, Data Analytics and Dashboard Solutions on Tableau

Digital signatures and transaction management

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Expertise in UX design for complex enterprise systems.
Data Engineering and Creative Visualization for Financial Apps
We Design 24/7.

Why Intelligaia?

A central hub for a fragmented data analytics ecosystem

Identified the key pain points and needs of users who engage with DocuSign for document management and e-signature services. We aimed to refine the product to better align with customer expectations, usability, and operational efficiency.

A Unified User Experience across multiple tracks and Personas

Highlighted critical touchpoints where users check feature usage, renewals, and customer engagement metrics, ensuring that updates and alerts are visible and actionable.

Storytelling through Data

Utilized data storytelling techniques to transform complex datasets into compelling narratives, enhancing decision-making and engagement across executive and sales teams.

Made it easier for user to sort through large datasets

We simplified sorting and filtering for large datasets, enabling faster navigation and improved user efficiency. Insights from design workshops and user research ensured the solution aligned with real-world workflows.

Scalable Tableau Dashboards across all channels

A unified design language in Tableau that can be scaled across different teams, ensuring consistency in user experience for marketing, sales, product, finance, customer success, and operations dashboards.

Design Workshops, UX/UI Design, Data Analytics and Dashboard Solutions on Tableau

Digital signatures and transaction management

Zuora - Salesforce CPQ Design

Zuora supports recurring revenue growth across monetization

Partner with Intelligaia to Innovate

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