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

 

Presentation

The Sales Cockpit provides an overview of your Sales performance.

It is composed of six sections:

  • Sales Results
  • Profitability
  • Trends
  • Top Customers
  • Top Sales Groups

 

Sales Results

This section shows the Sales Bridge with:

 

Profitability

This section shows the Sales Bridge with:

 

Trends

In those sections, you can visualize the evolution of the performance of:

 

Top Sales Groups

This section shows the performance of your top Product Groups (sorted by Total Sales descending, for current period).

For each Product Group, you can see the performance of :

 

Top Customers

This section shows the performance of your top 5 Customers (sorted by Total Sales descending, for current period).

For each Customer, you can see the performance of:

 

 

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

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Cockpit

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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?

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Top 4 KPIs Trends (MTD/YTD)

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Product Performance

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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

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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

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

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