dashboard page template for tableau on Sales Sales Effectiveness Sales (advanced) Sales (advanced) Top Performers data visualization dataviz

 

Presentation

At the top, you can visualize the performance for your top Sales (advanced) KPIs, split by top performers: 

 

Below, you can visualize the monthly evolution of the performance.

At the bottom, you can see this performance split by the level of detail of your choice:

  • The line chart shows the performance of the KPI over last 12 months
  • The horizontal bar chart shows the performance of the KPI for the current period

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Sales (advanced) dashboard, you will be able to select the following dimensions:

  • DateWhen the sales happened
  • CustomerName of the customer
  • ProductThe item which is actually sold: product, service…
  • Sales GroupThe way you regroup sales: business line, product category…

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Sales (advanced) dashboard, you will be able to filter on:

  • CustomerName of the customer
  • ProductThe item which is actually sold: product, service…
  • Sales GroupThe way you regroup sales: business line, product category…

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "Sales (advanced)" Pack

Home

Sales (advanced) Home

Sales (advanced) Home
Sales (advanced) Home Sales (advanced) Home
Get a Home Page for your Sales (advanced) dashboard

Cockpit

Sales (advanced) Cockpit

Sales (advanced) Cockpit
Sales (advanced) Cockpit Sales (advanced) Cockpit
Clear picture on your Sales performance: What are our Sales results? What is our Profitability? Which Sales Groups generate the most sales? Who are our top Customers?

Sales (advanced) Top Performers

Sales (advanced) Top Performers
Sales (advanced) Top Performers Sales (advanced) Top Performers
Get an instant understanding of your top Sales (advanced) performers: current, mid and long term performance

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD) Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Sales Analytics

Product Performance

Product Performance
Product Performance Product Performance
Analyze your Sales and Profitability Performance at Product level of detail: What are our best selling products? What does our Product base look like?

Customer Insight

Customer Insight
Customer Insight Customer Insight
Better understand your customer base (Customer Acquisition, Customer Profitability): How many active customers do we have? What about our ability to acquire news customers? Who are our top customers? What does our customer base look like?

Behavioral Analytics

Sales (advanced) Adhoc Analysis

Sales (advanced) Adhoc Analysis
Sales (advanced) Adhoc Analysis Sales (advanced) Adhoc Analysis
Perform simple ad-hoc analysis on your Sales (advanced) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Other Dashboard Templates