Tableau Solutions for Nonprofits
How We Help
Turn Your Data Into Insights That Drive Impact
Your organization collects data across programs, fundraising, and operations—but without clear analytics, that data sits unused. We build and maintain Tableau dashboards that transform your data into actionable insights, helping you measure impact, inform strategy, and communicate results with confidence.
Data You Can Trust
We build dashboards with your team, not just for them. When you understand how it’s built, you trust what it tells you.
Insights Your Team Will Use
Beautiful dashboards mean nothing if staff avoid them. We build visualizations that answer real questions and train your team to explore data confidently.
Clear Stories for Funders and Boards
We design reporting that communicates impact clearly—so you spend less time pulling numbers and more time telling your story.
Managed Tableau Services
Keep your dashboards accurate, relevant, and delivering insights.
Dashboards degrade without maintenance. Data connections break, metrics become outdated, and teams stop trusting the numbers they see. The result: your reporting investment loses value precisely when you need it most.
How it Works
We provide support on a predictable cadence: monthly maintenance to keep data accurate and connected, quarterly reviews to assess what’s working and align with evolving priorities, and continuous refinement as your reporting needs change.
What You’ll Get
- Proactive monitoring—issues get fixed before your team notices them
- Responsive support for questions, troubleshooting, and dashboard updates at all technical levels
- Continuous refinement as your metrics, goals, and reporting needs change
The result: Your dashboards tell a clear story. Your team discovers meaningful insights and trends to share with leadership and boards—turning data into confident, strategic decisions.
Tableau Implementation & Optimization
Turn your data into stories that drive decisions.
Spreadsheets and basic reports show what happened. They don’t reveal why, highlight patterns, or inspire action. Organizations need analytics that answer questions and inform decisions—not just display numbers. We build Tableau dashboards designed for how nonprofits and foundations need to understand their impact.
How it Works
We start with your questions, not the data. What does leadership need to see? What do program teams track? What do funders want to know? That drives everything—which metrics, which visualizations, how it’s organized. Then we train your team so they can explore on their own.
What You’ll Get
- Custom dashboards built around your most important questions
- Clear visualizations designed for your audiences—board, staff, funders
- Training so your team can explore data independently
- Ongoing enhancements to keep insights relevant as your organization grows
The result: Leadership makes evidence-based decisions, your board sees impact clearly, and your team takes strategic action based on insights they trust. Organizations typically reduce board reporting preparation time from days to hours.
From Data to Action
We build and maintain Tableau dashboards that answer real questions—so your team spends less time pulling reports and more time acting on what they learn.
Real Stories of How We Help Empower Nonprofits & Foundations
Our clients’ success stories reflect our commitment to providing tailored solutions that advance their most important work.
“Sertus is frank, honest, and willing to roll with our nascent phase of growth and capacity. I spend a lot of time wrangling other consultants, but not Sertus. We are now using Salesforce at a more robust level, team confidence and efficiencies in operations have increased, and I can more easily see overall work as it progresses. Also, Sertus is female-led, committed to retaining remote workers, and values-aligned. They understand the demands and pressures of progressive non-profits, who are not just changing the world but being attacked in the process.”
Kimberly Longey
Chief Operating Officer/Chief Financial Officer, Free Press/Free Press Action Fund
“Nandini and her team at Sertus were wonderful to work with! They had great expertise on what we needed from their past experience with implementations, but also did a really thorough process to understand our unique needs and build what we needed. They were great about learning with us on some of the unique ways we seek to track long term data and they have been an incredibly supportive partner as we grow.”
Renata Soto
Founder & President, Mosaic Changemakers
“Sertus was a good fit culturally from the beginning – in tune with how we want to deal with things and empathetic to our mission. Sertus has a lot of patience and “reins” us in when needed. Other contractors are constantly trying to sell, but Sertus really cares – they know what we need, and how to get us there (without the need to upsell). Sertus has been a partner, providing expertise and showing the importance of data to our staff.”
Alex Castro
Chief Operating Officer, Community Connections for Youth
Frequently Asked Questions About Tableau Services
Do we need to be using Tableau already to work with you?
No. We help organizations implement Tableau for the first time, migrate from other analytics tools, or optimize existing Tableau environments. We meet you wherever you are in your analytics journey.
What’s the difference between Managed Services and Implementation?
Implementation is a one-time project to build your initial Tableau dashboards and analytics environment. Managed Services provides ongoing monthly maintenance, support, and optimization to keep your dashboards accurate and evolving with your needs.
What data sources can Tableau connect to?
Tableau connects to virtually any data source including Salesforce, databases, spreadsheets, data warehouses like Snowflake, and cloud applications. We’ll assess your specific data sources during our consultation.
How long does a Tableau implementation take?
Most implementations take 6-12 weeks depending on the number of dashboards, data source complexity, and customization needs. We provide a detailed timeline during discovery based on your specific requirements. about our refund policy
What is Tableau+ and how do we know if we need it?
Tableau+ adds AI-powered natural language capabilities that let anyone ask questions in plain English. During our consultation, we’ll assess whether the investment makes sense based on your team’s technical capabilities and analytics needs. about how to determine how many pages you need
Do you provide training for our team?
Yes. Every implementation includes comprehensive training tailored to different user roles—from dashboard viewers to power users who want to build their own visualizations. Our Managed Services clients also receive ongoing training as new features are added.
Ready to Transform Your Data Into Impact?
Let’s explore how Tableau can unlock value from your data.
In a free 30-minute consultation, we’ll discuss your current reporting challenges and goals, then recommend the right Tableau solution to help your team make better data-driven decisions with confidence.
Identify your most critical reporting needs
Explore dashboard solutions tailored to your mission
Get a clear understanding of next steps and investment