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 — a bubble chart of your accounts grouped by segment, sized by ARR.
Accounts by segment Chart · bubble size = ARR
Northwind $1.84M Enterprise $6.3M · 42 accounts Mid-Market $2.7M · 78 accounts SMB $1.9M · 80 accounts
Enterprise carries most of the book — a handful of large accounts, led by Northwind Aerospace at $1.84M. 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 Next · Revenue & Accounts semantic model
I connected to Tableau Next 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 story should lead? Here's what stands out in the data:
Expansion is our growth engine SMB is falling behind Five accounts anchor the book
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 Northwind Aerospace: 99/100 adoption, $1.84M ARR, and a $1.11M expansion decided 5 Oct.

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 Next 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 Northwind Aerospace with a one-click Salesforce flow: create the $1.11M 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 Next? I'll deploy it to your workspace — governed and secured — so leadership can open it live in the review.
Publish to my Tableau Next
Publish to my Tableau Next
✓ 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 Next
Share to Slack Copy link
I don't have Tableau Next set up
No problem — I can set that up for you right now. Takes about 2 minutes. No admin panel needed.