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

 

Presentation

This dashboard page shows highlights on your Item / Product Performance.

It is composed of three sections:

  • Customer Acquisition
  • Top Customers
  • Customer Base

 

Customer Acquisition

Visualize the acquisition of your customers:

 

Top Customers

For your top customers, visualize:

 

Customer Base

Visualize your customers segmented into different buckets:

  • Buckets based on Total Sales (each bucket size is one fifth of Sales of Top Customer):
    • VERY HIGH Sales
    • HIGH Sales
    • MEDIUM Sales
    • LOW Sales
    • VERY LOW Sales
  • Buckets based on Sales Margin % (each bucket size is one fifth of Sales of Top Customer):
    • VERY HIGH Margin %
    • HIGH Margin %
    • MEDIUM Margin %
    • LOW Margin %
    • VERY LOW Margin %

 

 

 

 

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…

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)

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