TEMPLATES > Sales

Sales Effectiveness

Template	Sales (basic)	Sales (advanced)	Sales (expert)
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....
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 Margin Sales Quantity (optional)
KPIs	4 KPIs	8 KPIs	10 KPIs
	Total Sales Active Customers # Sales per Customer New Customers #	Total Sales Total Sales Margin Sales Margin % Total Sales Costs Sales Costs % Active Customers # Sales per Customer New Customers #	Total Sales Total Sales Margin Sales Margin % Total Sales Costs Sales Costs % Total Sales Quantity Average Selling Price Active Customers # Sales per Customer New Customers #
Dashboard pages	6 pages	8 pages	13 pages
	Sales (basic) Home Sales Cockpit Top Products Top Customers Sales (basic) Adhoc Analysis Sales (basic) KPI Performance	Sales (advanced) Home Sales (advanced) Cockpit Sales (advanced) Top Performers Product Performance Customer Insight Customer Detail Sales (advanced) Adhoc Analysis Top 4 KPIs Trends (MTD/YTD)	Sales (expert) Home Sales (expert) Cockpit RFM Analysis (Recency-Frequency-Monetary) RFM Customer Base RFM Segment Detail Sales (expert) Top Performers Product Performance Customer Insight Customer Detail Customer Lifetime Value & Churn Rate Price Volume Mix Analysis / Sales Bridge Sales (expert) Adhoc Analysis Top 4 KPIs Trends (MTD/YTD)
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	CreateSales (basic)Dashboard	CreateSales (advanced)Dashboard	CreateSales (expert)Dashboard

Sales Achievement

Template	Sales vs Quota	Sales (expert) + Target
Description
	Carefully monitor your Sales vs Quota	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....
Required attributes	4 attributes	6 attributes
	Date (Level of detail of your sales/quota) Sales Amount Quota Amount	Date Customer Product Sales Group Sales Amount Sales Amount Target (optional) Sales Margin Sales Margin Target (optional) Sales Quantity (optional)
KPIs	5 KPIs	10 KPIs
	Total Sales Total Quota Sales vs Quota Quota Attainment % Sales to Quota	Total Sales Total Sales Margin Sales Margin % Total Sales Costs Sales Costs % Total Sales Quantity Average Selling Price Active Customers # Sales per Customer New Customers #
Dashboard pages	7 pages	13 pages
	Sales vs Quota Home Sales vs Quota Follow-up Cockpit Sales vs Quota - Monthly Follow-up Sales vs Quota - Yearly Follow-up Sales vs Quota vs LY (YTD / MTD) Sales vs Quota vs LY (YTD / MTD) - table Sales vs Quota KPI Performance	Sales (expert) + Target Home Sales (expert) + Target Cockpit RFM Analysis (Recency-Frequency-Monetary) RFM Customer Base RFM Segment Detail Sales (expert) + Target Top Performers Product Performance Customer Insight Customer Detail Customer Lifetime Value & Churn Rate Price Volume Mix Analysis / Sales Bridge Sales (expert) + Target Adhoc Analysis Top 4 KPIs Trends (MTD/YTD)
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	More info on Sales vs Quota	More info on Sales (expert) + Target
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	CreateSales vs QuotaDashboard	CreateSales (expert) + TargetDashboard

Sales Planning

Template	Pipeline / Opportunities (advanced)	Pipeline / Opportunities (expert)
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
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 %
KPIs	22 KPIs	24 KPIs
	Nb of Open Opportunities Pipeline Value Sales Cycle Total Sales Value Won/Lost 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 Total Opp. Amount Sales Velocity Sales Cycle (won) Sales Cycle (lost)	Nb of Open Opportunities Pipeline Value Weighted Pipeline Value Sales Cycle Total Sales Value Won/Lost 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 (won) Sales Cycle (lost)
Dashboard pages	7 pages	7 pages
	Pipeline / Opportunities (advanced) Home Sales Pipeline Review Session Sales Pipeline (Advanced) Cockpit Sales Pipeline Analysis (advanced) Conversion Analysis Historical Performance Pipeline Detail	Pipeline / Opportunities (expert) Home Sales Pipeline Cockpit Sales Pipeline Review Sales Pipeline Analysis Conversion Analysis Historical Performance Pipeline Detail
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	CreatePipeline / Opportunities (advanced)Dashboard	CreatePipeline / Opportunities (expert)Dashboard

Customer Segmentation

Template	RFM Analysis
Description
	Create a segmentation of your customer base using the RFM Analysis: Recency-Frequency-Monetary
Required attributes	3 attributes
	Date Customer Sales Amount
KPIs	2 KPIs
	Total Sales Active Customers #
Dashboard pages	5 pages
	RFM Analysis Home RFM Analysis (Recency-Frequency-Monetary) RFM Customer Base RFM Segment Detail RFM Analysis Adhoc Analysis
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	CreateRFM AnalysisDashboard

e-Commerce

Template	Online Sales & Marketing
Description
	ECommerce - Online Sales & Marketing: Customer Lifetime Value, Customer Churn, Marketing Campaign Profitability...
Required attributes	8 attributes
	Date Client Registration Date Client Product Marketing Source Revenues Margin Quantity Marketing Costs (optional)
KPIs	12 KPIs
	Total Revenues Total Margin Margin % Total Sales Costs Sales Costs % Total Sales Quantity Distinct Items Sold # Average Selling Price Active Clients # Client Lifetime Revenues per Client New Active Clients #
Dashboard pages	11 pages
	Online Sales & Marketing Home eCommerce Sales Cockpit Online Sales & Marketing Top KPIs Breakdown Online Sales & Marketing Top KPIs Trends Customer Insight Client Acquisition Customer Detail Customer Lifetime Value & Churn Rate Online Sales & Marketing Adhoc Analysis Active Customers Evolution by Cohort Marketing Profitability
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	CreateOnline Sales & MarketingDashboard

Pricing

Template	Price Realization
Description
	Price realization is aimed to analyse the variance between the actual price that has been achieved and the expected price. it helps to track sales teams performance and the customers reactions to price variations.
Required attributes	9 attributes
	Date Customer Product Sales Group Sales Agent Country City Sales Amount Sales Quantity
KPIs	2 KPIs
	Total Sales Total Sales Quantity
Dashboard pages	5 pages
	Price Realization Home Price Realization Price Realization - Period Comparison Price Realization - Product View Price Realization - Detail View
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	CreatePrice RealizationDashboard