
How to build a Salesforce analytics dashboard: data model, metrics, and tools
A practical guide to building a Salesforce analytics dashboard: the data model, the metrics that matter, sync pitfalls, and the tools that fit sales teams.

A practical guide to building a Salesforce analytics dashboard: the data model, the metrics that matter, sync pitfalls, and the tools that fit sales teams.

Data-driven decision making ties specific decisions to evidence. Here's a practical framework for doing it well, beyond just building more dashboards.

Seven BI tools with native semantic layers compared: Basedash, Holistics, Looker, Omni, Lightdash, Power BI, and ThoughtSpot on modeling approach, metric expressiveness, Git governance, AI readiness, and price.

We ran rollup-plugin-visualizer against the Basedash client bundle and found 7 MiB of stuff we didn't need to ship. Here's what was in there, why, and how we got rid of it.
“Avaliamos a Omni e outras ferramentas de BI, mas a velocidade até o insight com a Basedash é incomparável.”
Greg Demoge
Cofundador e CPO · FullEnrich
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“Para uma empresa tão preocupada com segurança quanto a nossa, a Basedash conectou instantaneamente. Relatórios que levavam semanas ficam prontos em horas.”
Claudio Godoy
AI Agents Lead · Taxfyle
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Power BI works, until it doesn't. Compare 8 alternatives by cost, AI features, semantic layer support, Mac/web access, and how migrations actually go.

A practical guide to connecting MongoDB to a BI tool. Covers Atlas SQL, the legacy BI Connector, ETL to a warehouse, schema tradeoffs, and tool options.

AI BI tools sometimes return wrong SQL, wrong charts, and wrong explanations. A practical guide to where hallucinations happen and how to design around them.

When DuckDB is the right backend for a BI tool. Covers production patterns, where it beats Snowflake or BigQuery, and where it breaks down.

A workflow guide to building a board reporting dashboard. Covers the four sections to include, the metrics that belong in each, layout patterns, narrative, and cadence.

A practical four-layer framework for BI permissions: identity, workspace, dataset, and row level. Covers role design, common mistakes, and how major BI tools enforce access.

Create reusable SQL definitions for metrics and models, then let Basedash AI reference them across chat, charts, dashboards, insights, and automations. Define the metric once. Use it everywhere.

BI demos all look the same. Use this 45-question checklist across data, modeling, AI features, governance, pricing, and support to evaluate vendors honestly.

What drill-down and drill-through mean in BI tools, how they differ in practice, when each one matters, and how major tools implement them.

Drag in edit mode froze the page for over a second on big dashboards. The cause was 97 Replicache subscriptions re-running on every keystroke. Here's how we moved the read path to TanStack DB collections backed by SSE, and kept Replicache for writes.

Multi-tenant analytics architecture for SaaS embedded dashboards. Compares silo, pool, and bridge models, where to enforce tenant isolation, and common mistakes.

A practical guide to building a HubSpot analytics dashboard. Metrics, data model, common pitfalls, and tools that fit revenue ops teams.