Serverless by Design
No infrastructure to patch, size, or babysit — QuickSight scales dataset processing and dashboard delivery automatically as usage grows.
Amazon QuickSight Implementation
Your Salesforce Data Deserves Better Than
Static Reports.
Amazon QuickSight turns raw Salesforce and AWS data into governed, interactive dashboards — Twopir builds the pipelines, models, and embeds that make it run inside your org, not next to it.
500+
Client Deployments
12+
Years Experience
40+
Person Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
RevOps Teams BI & Analytics Leaders Salesforce Admins Finance & FP&A Customer Success Ops Data Engineering Teams Executive Reporting Sales Operations RevOps Teams BI & Analytics Leaders Salesforce Admins Finance & FP&A Customer Success Ops Data Engineering Teams Executive Reporting Sales Operations
Where Reporting Stalls
The Real Cost Is Operational Friction.
🗂️
Reports Live in Silos, Not in Context
Salesforce reports answer Salesforce questions. The moment leadership wants pipeline data next to marketing spend or fulfillment data, someone is exporting CSVs into a spreadsheet by hand.
🧨
Dashboards Break When the Schema Changes
Native dashboards are tightly coupled to object structure. A renamed field or a new record type quietly breaks a filter nobody notices until a QBR is already underway.
🤷
Nobody Owns the Data Model
Dashboards get built ad hoc by whoever asked first, so definitions of "pipeline," "active account," or "churn" diverge across departments and nobody agrees which number is right.
⚙️
SPICE and Refresh Schedules Go Unmanaged
Without someone actively tuning datasets, refresh cadences, and SPICE capacity, dashboards either go stale or costs creep with no one watching the allocation.
🔓
Row-Level Security Gets Bolted On Late
Teams build the dashboard first and ask "who should see what" second — which means comp, margin, or account-level data ends up visible to the wrong audience until someone catches it.
Why This Platform
Amazon QuickSight Is Built for Scale. We Build It Around Yours.
Native to the AWS Data Estate
Direct, low-latency connections to Redshift, S3, Athena, and RDS mean Salesforce data can sit next to the rest of the business without a separate ETL layer.
SPICE Puts Speed Ahead of Query Load
The in-memory calculation engine pre-aggregates data so dashboards render fast even against large historical datasets.
Pay-Per-Session Pricing Matches Usage
Reader-based, pay-per-session licensing means cost tracks with who actually opens a dashboard, not a flat per-seat tax.
Inside the Build
What QuickSight Puts Inside Your Salesforce Org.
🔄
Salesforce-to-QuickSight Pipelines
Direct or Redshift-staged connections keep Salesforce objects in sync with your analytics layer on a schedule you control.
Data Pipeline🚀
SPICE Dataset Modeling
Datasets are structured and pre-aggregated in SPICE so dashboards stay fast even as record volume grows into the millions.
Performance🔐
Row-Level Security Configuration
Access is scoped by role, territory, or business unit at the dataset level, so one dashboard shows different data to different viewers.
Governance🧩
Cross-Object Data Blending
Opportunity, case, and campaign data get joined with finance, product, or support-desk data outside Salesforce into one queryable model.
Data Modeling🖥️
Embedded Analytics
Dashboards embed directly into Salesforce Lightning pages, internal portals, or customer-facing apps with permission-aware access.
Embedding📈
ML Insights & Anomaly Detection
Built-in forecasting and anomaly detection surface churn risk, pipeline anomalies, and outliers without a separate data science project.
ML💬
Natural Language Q&A
Business users query datasets directly in plain English through QuickSight Q, cutting the backlog of one-off report requests.
Self-Service🔔
Scheduled Reporting & Threshold Alerts
Dashboards push snapshot reports and threshold-based alerts to email or Slack so stakeholders don't have to log in to catch a change.
Automation How We Build
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Data Audit & Source MappingData Audit & Source Mapping
We inventory every Salesforce object, external data source, and existing report that feeds a business decision, then map which ones actually belong in QuickSight versus which stay native.
Phase 02
Model & Pipeline BuildModel & Pipeline Build
We build the data pipelines — direct connectors, Redshift staging, or S3 landing — and structure SPICE datasets around agreed-upon definitions, not whatever a report author assumed last quarter.
Phase 03
Dashboard & Security Build-OutDashboard & Security Build-Out
Dashboards get built against the modeled datasets, with row-level security, refresh schedules, and embed points configured before anyone sees a "final" version.
Phase 04
Rollout, Training & HandoffRollout, Training & Handoff
We train admins and analysts on dataset maintenance, SPICE capacity management, and dashboard authoring so the system doesn't depend on us to stay current.
What Changes
The Outcomes Firms Actually Come Back For.
One Number, Not Five Versions of It
Pipeline, revenue, and churn get defined once in the data model, so Sales, Finance, and CS stop reconciling conflicting dashboards in every meeting.
Dashboards That Survive a Schema Change
Because the data model sits above raw Salesforce objects, a field rename or new record type doesn't break every downstream report.
Reporting Backlog Drops
With self-service Q&A and well-modeled datasets, analysts stop fielding one-off "can you pull me a report" requests.
Sensitive Data Stays Scoped
Row-level security is built into the dataset, not bolted on per dashboard, so comp plans, margins, and account-level detail reach only the people who should see them.
Costs Track Usage, Not Headcount
Pay-per-session licensing and tuned SPICE allocation mean the BI bill reflects who's actually using dashboards.
Leadership Gets Ahead of Problems
Anomaly detection and threshold alerts surface churn risk and pipeline gaps before they show up in a quarterly review.
Common Use Cases
Where We See QuickSight Deliver Most.
RevOps & Marketing
RevOps teams merging pipeline data with marketing spend. When a RevOps lead needs to see opportunity data next to ad spend and MQL-to-SQL conversion from outside Salesforce, we build the blended dataset once instead of a recurring spreadsheet exercise. The resulting dashboard updates on schedule and gets embedded directly into the Salesforce pipeline review page. Nobody exports a CSV to build the board deck anymore.
Churn Risk
Customer success teams tracking churn risk across systems. CS leaders often need case data, product usage telemetry, and renewal dates in one view to catch at-risk accounts early. We model that join and layer in QuickSight's anomaly detection so unusual drops in usage or spikes in case volume surface automatically — not three weeks after a churn conversation already happened.
Finance Reconciliation
Finance and FP&A teams reconciling Salesforce revenue against ERP data. Finance rarely trusts a Salesforce-native revenue report on its own, and shouldn't have to. We connect Salesforce opportunity data to Redshift-staged ERP and billing data so FP&A works from one reconciled model instead of two disagreeing systems.
BI Migration
Enterprises replacing a legacy BI tool without losing institutional logic. Firms migrating off Tableau or a home-grown Power BI stack usually have years of calculated fields and filter logic embedded in old dashboards. We rebuild that logic inside QuickSight's data model rather than starting from a blank dashboard, so nothing gets silently lost in the switch.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
We Model the Data Before We Touch a Dashboard
Most QuickSight engagements start with a chart. We start with what "pipeline" or "active account" means across your org, because a beautiful dashboard on a bad data model just displays the disagreement faster.
02
Salesforce Fluency, Not Just BI Fluency
As a Salesforce Gold Partner, we understand object relationships, record types, and sharing rules well enough to model them correctly in QuickSight, not just query whatever the API returns.
03
We Configure Security Before Anyone Sees the Dashboard
Row-level access gets scoped at the dataset layer during build, not requested as a fix after someone notices the wrong person can see comp data.
04
We Hand Off a System Your Team Can Run
Every engagement ends with your admins and analysts able to maintain datasets, tune SPICE, and build new dashboards without waiting on us.
05
500+ Deployments Across Five Markets
Twelve years of Salesforce and BI implementation work across the US, UK, UAE, Australia, and Canada means we've already hit the edge cases your org is about to hit.
"A dashboard is only as trustworthy as the model underneath it. We build the model first, then let the dashboard be the easy part."
Twopir Consulting — Salesforce Gold Partner. HubSpot Gold Partner.
- 12+ Years Salesforce & HubSpot Delivery
- 500+ Clients Served
- Serving: US | Canada | UK | UAE | Australia | New Zealand
- Salesforce Partner
- HubSpot Partner
- AI Delivery
Frequently Asked
Questions Salesforce Teams Ask Before We Start.
How long does a QuickSight implementation take? +
Most Salesforce-to-QuickSight engagements run 6 to 10 weeks from data audit to trained handoff, depending on how many external data sources are being blended in alongside Salesforce.
Do we need Redshift, or can QuickSight connect to Salesforce directly? +
QuickSight can connect to Salesforce directly for simpler use cases, but we typically stage data through Redshift or S3 when it needs to be blended with other systems or when refresh performance at scale matters.
How does row-level security actually work in QuickSight? +
Access rules get applied at the dataset level based on a user's role, territory, or business unit, so the same published dashboard shows different rows of data depending on who opens it, without maintaining separate dashboard copies.
Can QuickSight replace our existing Salesforce native dashboards entirely? +
Not always, and we don't recommend it by default. Simple single-object reports often stay native to Salesforce, while QuickSight takes over cross-system, high-volume, or externally-shared reporting where native dashboards hit real limits.
What does SPICE cost, and who manages it? +
SPICE capacity is priced per GB and scales with dataset size and refresh frequency. We size and tune SPICE allocation during build so your team isn't paying for capacity nobody uses.
Who maintains the dashboards after Twopir hands off the project? +
Your admins and analysts do. Every engagement includes hands-on training on dataset maintenance, SPICE management, and dashboard authoring, so the system doesn't depend on us being on retainer.
Get Started
Ready to Run Reporting on One Trusted Data Model?
Book a discovery call and we'll map what's currently living in spreadsheets, siloed dashboards, and disconnected exports.
