Integrated Sales & Operations Intelligence with Salesforce, Shopify & Power BI
How Naturopathica unifies Shopify and Salesforce data for real-time, accurate insights
Reporting Efficiency
70%
Manual Reporting
Manual reporting time reduced
Data Accuracy
5x
Clean Datasets
Improvement in data quality and consistency
User Empowerment
2x
Self Serve Reports
Operational ROI improvement
About
Company size
Large-sized
Headquarters
United States
Industry
Retail Chains
Use Cases
Operational reporting Data-driven management
The Company
About Naturopathica
Naturopathica Holistic Health, Inc. is a U.S.-based wellness and skincare brand known for its holistic spas and natural remedies. With both retail and online operations, the company relies on accurate, timely data to track sales, customer engagement, and marketing performance.
The Challenge
Disconnected reporting across Tableau, Salesforce, and Shopify
Naturopathica’s analytics workflows relied on Tableau dashboards that required manual data exports from Shopify and Salesforce. The disconnected setup limited data accuracy, slowed down performance tracking, and made it difficult for leadership to see a single, reliable source of truth.
Solution
Integrated Reporting Ecosystem with Power BI
VizWise helped Naturopathica:
- Migrate dashboards from Tableau to Power BI for improved interactivity and scalability
- Integrate Salesforce CRM and Shopify data into a unified Power BI data model
- Automate daily refreshes through Power BI Service for near real-time insights
- Implement role-based access for sales, marketing, and leadership teams
- Enhance data modeling to align product, customer, and revenue metrics seamlessly
Outcome
Results Achieved with VizWise
- 70% reduction in manual reporting time
- 5x improvement in data accuracy across systems
- Centralized view of sales, marketing, and customer performance
- Automated refreshes ensuring real-time decision-making
The VizWise Advantage
Why VizWise?
- Self-Service Power: Empower local teams without losing control.
- Data Governance: Maintain accuracy across a decentralized network.
- Scalability: Support thousands of workflows without scaling technical teams.
- Speed: Deliver insights faster to where they matter most — at the store level.
"VizWise helped us bring all our data together — Shopify, Salesforce, and internal systems — into one reliable, real-time view. It has transformed the way we analyze performance and make decisions."
— Data & Insights Team, Naturopathica
