Sales Effectiveness

Select your preferred dashboard from our Sales Effectiveness templates:

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unfold fold Template
Sales (basic) Sales (advanced) Sales (expert)
Data Visualization Sales (basic) Data Visualization Sales (advanced) Data Visualization Sales (expert)
unfold fold Description
Simple but very efficient Sales dashboard. Only 4 attributes required: Date, Customer, Product and Sales Amount.
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
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 Note: This pack is the "Sales (advanced)" template but enriched with key sales advanced analytics such as: RFM analysis, Customer Lifetime Value, Churn Rate, Price/Volume/Mix analysis....
unfold fold Required attributes
4 attributes 6 attributes 6 attributes
  • Date
  • Customer
  • Product
  • Sales Amount
  • Sales Amount Target
    (optional)
  • Date
  • Customer
  • Product
  • Sales Group
  • Sales Amount
  • Sales Amount Target
    (optional)
  • Sales Margin
  • Date
  • Customer
  • Product
  • Sales Group
  • Sales Amount
  • Sales Amount Target
    (optional)
  • Sales Margin
  • Sales Margin Target
    (optional)
  • Sales Quantity
    (optional)
unfold fold KPIs
4 KPIs 8 KPIs 10 KPIs
unfold fold Dashboard pages
6 pages 7 pages 12 pages
unfold fold More information
More info on
Sales (basic)
More info on
Sales (advanced)
More info on
Sales (expert)
unfold fold Ready to start?
CreateSales (basic)Dashboard CreateSales (advanced)Dashboard CreateSales (expert)Dashboard

Sales Planning

Select your preferred dashboard from our Sales Planning templates:

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unfold fold Template
Pipeline / Opportunities (advanced) Pipeline / Opportunities (expert)
Data Visualization Pipeline / Opportunities (advanced) Data Visualization Pipeline / Opportunities (expert)
unfold fold Description
Opportunity Management: Carefully monitor your Sales Pipeline to make sure you focus on the right opportunities. This pack only requires the opportunity amount and NOT the probability of conversion.
Opportunity Management: Carefully monitor your Sales Pipeline to make sure you focus on the right opportunities
unfold fold Required attributes
11 attributes 12 attributes
  • Created Date
  • (Estimated) Closed Date
  • Opportunity Id
  • Account
  • Opportunity Owner
  • Opportunity Type
  • Opportunity Description
  • Opportunity Stage
  • Open Flag
  • Won Flag
  • Amount
  • Created Date
  • (Estimated) Closed Date
  • Opportunity Id
  • Account
  • Opportunity Owner
  • Opportunity Type
  • Opportunity Description
  • Opportunity Stage
  • Open Flag
  • Won Flag
  • Amount
  • Probability %
unfold fold KPIs
22 KPIs 24 KPIs
unfold fold Dashboard pages
7 pages 7 pages
unfold fold More information
More info on
Pipeline / Opportunities (advanced)
More info on
Pipeline / Opportunities (expert)
unfold fold Ready to start?
CreatePipeline / Opportunities (advanced)Dashboard CreatePipeline / Opportunities (expert)Dashboard

Customer Segmentation

Select your preferred dashboard from our Customer Segmentation templates:

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unfold fold Template
RFM Analysis
Data Visualization RFM Analysis
unfold fold Description
Create a segmentation of your customer base using the RFM Analysis: Recency-Frequency-Monetary
unfold fold Required attributes
3 attributes
  • Date
  • Customer
  • Sales Amount
unfold fold KPIs
2 KPIs
unfold fold Dashboard pages
5 pages
unfold fold More information
More info on
RFM Analysis
unfold fold Ready to start?
CreateRFM AnalysisDashboard

e-Commerce

Select your preferred dashboard from our e-Commerce templates:

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unfold fold Template
Online Sales & Marketing
Data Visualization Online Sales & Marketing
unfold fold Description
ECommerce - Online Sales & Marketing: Customer Lifetime Value, Customer Churn, Marketing Campaign Profitability...
unfold fold Required attributes
8 attributes
  • Date
  • Client Registration Date
  • Client
  • Product
  • Marketing Source
  • Revenues
  • Margin
  • Quantity
  • Marketing Costs
    (optional)
unfold fold KPIs
12 KPIs
unfold fold Dashboard pages
11 pages
unfold fold More information
More info on
Online Sales & Marketing
unfold fold Ready to start?
CreateOnline Sales & MarketingDashboard