LinPack-for-Tableau - Dashboard templates for ERP & CRM

SAP

Template	SAP SD	SAP MM	SAP Concur	SAP AR

Description
	Increase Sales Revenues by acting on most profitable products/services. Engage more customers by understanding market behavior. Streamline your investments by targeting on added-value market segment.	SAP MM (Material Management) - Minimize your supplier risks by pinpointing single-supplier dependencies. Identify savings opportunities by finding supplier rationalization opportunities. Gain full spend visibility by analyzing expenses across silos.	Dashboard on SAP Concur: Employee Expenses	Get a clear overview of your outstanding invoices and monitor your ability to collect payments from your customers.
Required attributes	11 attributes	7 attributes	6 attributes	8 attributes
	Billing Date Customer Customer Group Distribution Channel Division Sales Office Sales Group Material Number Material Group Sales Amount Sales Cost	Date Vendor Product Purchasing Category Buyer / Purchaser Purchase Amount Purchase Quantity	Date Employee Department Expense Type Expense Subtype Expense Amount	Posting Date Due Date Clearing Date Invoice # Customer Cleared Flag Invoice Amount Outstanding Amount
KPIs	8 KPIs	9 KPIs	3 KPIs	17 KPIs
	Total Sales Total Sales Margin Sales Margin % Total Sales Costs Sales Costs % Active Customers # Sales per Customer New Customers #	Purchasing Volume Vendors New Vendors Total Purchase Quantity Items Purchased Average Buying Price Buyers Volume per Vendor Volume per Buyer	Total Expenses Number of Employees Expenses per Employee	Total Outstanding Amount Total Overdue Amount Overdue Amount % Avg Time to Collect Payments Avg Payment Terms Debtors Debtors (with outstanding invoices) Debtors (with overdue invoices) Overdue Invoices (not cleared) Overdue Invoices (cleared) Outstanding Invoices (not cleared) Invoices (cleared) Overdue Invoices % (not cleared) Overdue Invoices % (cleared) Total Invoice Amount (cleared) Total Invoice Amount Total Amount (cleared late)
Dashboard pages	8 pages	9 pages	5 pages	4 pages
	SAP SD Home SAP SD Cockpit SAP SD Top Performers Product Performance Customer Insight Customer Detail SAP SD Adhoc Analysis Top 4 KPIs Trends (MTD/YTD)	SAP MM Home SAP MM Cockpit Top Items - Pricing Analysis Supplier Dependencies Price Volume Mix Analysis Consistency between Price & Volume SAP MM Adhoc Analysis Items Purchasing Classification Item Detail	SAP Concur Home Expenses Cockpit SAP Concur Adhoc Analysis Employee Expenses SAP Concur KPI Performance	SAP AR Home Accounts Receivable Cockpit SAP AR - Invoices SAP AR Adhoc Analysis
More information
	More info on SAP SD	More info on SAP MM	More info on SAP Concur	More info on SAP AR
Ready to start?
	CreateSAP SDDashboard	CreateSAP MMDashboard	CreateSAP ConcurDashboard	CreateSAP ARDashboard

Salesforce

Template	Salesforce Sales Pipeline

Description
	SalesForce: Monitor your company’s sales pipeline to make sure it contains enough opportunities to meet current and future sales goals. You may want to focus on deals whose value grew or shrank in the last three months, or deals that moved into or out of a given target period.
Required attributes	12 attributes
	Created Date (Estimated) Close Date Opportunity ID Account Opportunity Owner Opportunity Type Opportunity Name Stage Open Flag Won Flag Amount Probability (%)
KPIs	24 KPIs
	Nb of Open Opportunities Pipeline Value Weighted Pipeline Value Sales Cycle Length Total Sales Value Win Rate Conversion Rate Nb of Opportunities Nb of Closed Opportunities Nb of Won Opportunities Nb of Lost Opportunities Total Closed Opportunities Amount Avg Deal Size (won) Avg Opportunity Size Nb of Accounts Nb of Owners Nb of Opp. per Account Nb of Opp. per Owner Nb of New Accounts Avg Probability Total Opp. Amount Sales Velocity Sales Cycle Length (won) Sales Cycle Length (lost)
Dashboard pages	7 pages
	Salesforce Sales Pipeline Home Sales Pipeline Cockpit Sales Pipeline Review Sales Pipeline Analysis Conversion Analysis Historical Performance Pipeline Detail
More information
	More info on Salesforce Sales Pipeline
Ready to start?
	CreateSalesforce Sales PipelineDashboard