Sisense and Tableau (Preferred Analytics Vendors)
Welkin works with Sisense and Tableau as preferred analytics vendors and can set up and maintain dashboards on your Welkin data for you.
Not every organization has its own data warehouse or BI team. If you want dashboards and reports on your Welkin data without building a data pipeline yourself, Welkin works with Sisense and Tableau as preferred analytics vendors and can set up reporting for you.
Both options are built on the same scheduled data export described in Connect Your Own Analytics, so your dashboards stay in sync with your Welkin data and configuration.
What Welkin can help with
Scoping – working with you to define the metrics, reports, and audiences you need
Data setup – connecting your Welkin data export to the analytics tool and keeping it refreshed on schedule
Dashboard build – building your initial dashboards and reports
User access – inviting your team members and managing who can see which dashboards
Ongoing changes – adding new metrics, reports, and fields as your programs evolve
Sisense
Welkin connects your data export to a dedicated Sisense data model for your organization. After each export run, Welkin automatically triggers a refresh of your data model, so dashboards reflect your latest Welkin data.
Your team signs in to Sisense with accounts provided by Welkin.
Team members with Sisense designer access can build and edit their own dashboards on top of your data model.
When you add fields or Custom Data Types (CDTs) in Welkin Designer, the data model may need a schema refresh before the new data appears in Sisense.
To request new dashboards, changes to existing ones, or access changes, see Sisense Change Requests.
Tableau
Welkin can build and maintain Tableau dashboards on your Welkin data, hosted in Tableau Cloud.
Welkin builds the dashboards to your requirements – for example, call activity reports, marketing attribution, patient journey tracking, and billing reports.
Your team members receive invitations to your Tableau site and can view, filter, and drill into the dashboards.
Data refreshes automatically from your Welkin data export.
Changes to dashboards, such as new columns, metrics, or filters, are handled by request to the Welkin team.
Getting started
Contact your Customer Success Manager at csm@welkinhealth.com and describe the reporting you need – the key questions your team wants answered, who will use the dashboards, and which Welkin data they rely on.
Scoping call – Welkin reviews your requirements and recommends Sisense or Tableau based on your needs.
Setup and build – Welkin sets up the data export and the analytics tool, then builds your initial dashboards.
Review and access – you review the dashboards with the Welkin team, and your users receive access.
Analytics setup is delivered as a professional services engagement. Your Customer Success Manager will share a quote during scoping.
Related pages
Connect Your Own Analytics – receive the raw data in your own tools
Sisense Change Requests – request changes to Sisense dashboards
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