Afternoon, Brock
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Sonnet 4.6 Low ▾
📊 Accounts by segment
📊 Explore my data
💡 Show examples
How do my accounts break down by segment?
Here you go — total ARR by segment. Enterprise carries most of the book, and SMB is the small, flagged tail.
Accounts by segment Bar chart · total ARR
$6M $4M $2M $6.3M top: Ridgeway Telecom $2.93M $2.7M $1.9M Enterprise 42 accounts Mid-Market 78 accounts SMB 80 accounts · flagged $6M $4M $2M $6.3M top: Ridgeway Telecom $2.93M $2.7M $1.9M Enterprise 42 accounts Mid-Market 78 accounts SMB 80 accounts · flagged
Enterprise carries most of the book — a handful of large accounts, led by Ridgeway Telecom at $2.93M. Mid-Market is a solid middle, and SMB is a long tail of small accounts.
Love it. Now I want to turn this into something I can actually share with my team for our September business review — add the real detail behind each account, make it interactive so we can explore it live in the room, and give it some polish. Not a boring dashboard.
Connected to Tableau · Revenue & Accounts semantic model
I connected to Tableau and searched your knowledge graph. Your Revenue & Accounts semantic model has everything this review needs — 200 accounts with ARR, NRR, adoption, segment, region and health, plus open pipeline, expansion opportunities and support cases, all traced to the certified semantic layer.

I can build this as an interactive experience your team explores live. Two quick questions so I frame it around how you'll actually run the review.

Which outcome are you hoping to drive? Here's what stands out in the data:
Expansion with growing accounts Retaining SMB customers Spotting at risk deals
Lead with expansion — it's our growth engine (NRR 1.08, growth from customers we already have)
Good call — I'll open on the expansion story and keep the full arc beneath it: top-5 concentration, the segment picture (Enterprise and Mid-Market up, SMB down 4.0%), and adoption vs. growth — landing on Sterling Foods: adoption climbing +10% this quarter — the early-expansion signal — on $47K ARR, with a $92K expansion opportunity ready to launch.

When you spot that opportunity in the room, what do you want to do right there — without leaving the review?
Launch the expansion play live Flag at-risk accounts Keep it read-only
Let me launch the expansion play live — create the opportunity, task the CSM, and notify the account team in Slack
Inspecting Revenue & Accounts semantic model via Tableau MCP
From your knowledge graph I'll build on the Revenue & Accounts semantic model — 200 accounts with ARR, NRR, adoption, health and segment, joined to pipeline, expansions and cases. I'll compute two ad-hoc metrics at query time (expansion_readiness, segment_qoq) — no changes to your published model.

The review opens on the expansion verdict, lets you explore the account book, and lands on Sterling Foods with a one-click Salesforce flow: create the $92K opportunity, task CSM Hannah on CASE-00002, and notify #fluxwell-renewals.
Build it! Adjust something first
Build it.
Building now. Watch the browser — you'll see the review come together.
Ready to publish to Tableau? I'll deploy it to your workspace — governed and secured — so leadership can open it live in the review.
Publish to my Tableau
Publish to my Tableau
✓ Created workspace: "Revenue Leadership"
✓ Published 5 visualizations (KPI band, segment bars, adoption scatter, account bubble field, top-5 concentration)
✓ Registered 2 ad-hoc metrics (expansion_readiness, segment_qoq)
✓ Deployed app: "Fluxwell Business Review"
✓ Data governance applied — row-level security inherited from SDM
✓ Available to Revenue Leadership workspace members
Everything is live. Leadership can open the review, drill the account book, and launch the expansion play — all governed by your existing data permissions.
↗ Open in Tableau
Share to Slack Copy link
I don't have Tableau set up
No problem — I can set that up for you right now. Takes about 2 minutes. No admin panel needed.
Build me an interactive app to explore my key accounts by segment
Connected to Tableau via MCP · Revenue & Accounts semantic model
✓ tableau-next-mcp · connected as Brock Jones
✓ Access verified — Revenue Leadership workspace (Editor) · row-level security inherited
✓ search_knowledge_graph("key accounts by segment") → Revenue & Accounts semantic model (certified)
✓ describe_semantic_model → 200 accounts · ARR, NRR, adoption, segment, region, health
✓ Related: open pipeline, expansion opportunities, support cases
I found everything I need in your Revenue & Accounts semantic model — 200 accounts across Enterprise, Mid-Market and SMB, all traced to the certified semantic layer and governed by your existing permissions.

One quick question before I build — what's the objective for this app?
Expansion with growing accounts Retaining SMB customers Spotting at risk deals
Expansion with growing accounts
Got it. I'll lead with expansion and keep the full segment picture beneath it — Enterprise and Mid-Market up, SMB down 4.0% — landing on Sterling Foods, where adoption is climbing +10% with a $92K expansion opportunity ready to launch. Assembling your app now.
Publish to Tableau
Publish to Tableau
Share to Slack