URL actions open up a new world of possibilities in Tableau dashboards. You can link to a URL field, look up a data point of interest, or even create an action that creates an email form. URL actions have been used to successfully linked sales opportunities to Salesforce, link furniture companies to their products on the web and generate emails to further discussion about data points of interest.

6. Receive Feedback and Iterate

After you’ve built an initial dashboard, it’s time to get feedback from users and iterate. If your dashboards are going to be used by a wide audience, pick a few of the users you trust to give you feedback. Pick the people who will be frank and honest with you. This isn’t the time to get pats on the back. This is a chance to get constructive criticism so your product is as polished as it can possibly be.