dashboard page template for tableau on Sales Sales Effectiveness Sales (expert) RFM Customer Base data visualization dataviz

 

Presentation

This dashboard page shows your Customer Base split by RFM Segment (rows) and Total Sales segment (columns).

For each segment, there one circle per Customer, sized by Total Sales and colored by RFM Segment.

 

 

Filter your data

This data visualization comes with four top filters:

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

  • CustomerName of the customer
  • Sales GroupThe way you regroup sales: business line, product category…

Other DataViz in "Sales (expert)" Pack

Home

Sales (expert) Home

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

Cockpit

Sales (expert) Cockpit

Sales (expert) Cockpit
Sales (expert) Cockpit Sales (expert) 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 (expert) Top Performers

Sales (expert) Top Performers
Sales (expert) Top Performers Sales (expert) Top Performers
Get an instant understanding of your top Sales (expert) 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?

Customer Detail

Customer Detail
Customer Detail Customer Detail
Focus on a single customer and visualize your Sales performance with him

Sales Advanced Analytics

RFM Analysis (Recency-Frequency-Monetary)

RFM Analysis (Recency-Frequency-Monetary)
RFM Analysis (Recency-Frequency-Monetary) RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your customer base: How is our customer base segmented? What are the recommended marketing actions to address each customer segment?

RFM Customer Base

RFM Customer Base
RFM Customer Base RFM Customer Base
Overview of your customer base by RFM Segment: Which customers constitute each of our RFM segments?

RFM Segment Detail

RFM Segment Detail
RFM Segment Detail RFM Segment Detail
Detailed analysis of each RFM Segment: Which customers belong to this RFM segment?

Customer Lifetime Value & Churn Rate

Customer Lifetime Value & Churn Rate
Customer Lifetime Value & Churn Rate Customer Lifetime Value & Churn Rate
Predict of the revenues and profit attributed to the entire future relationship with a customer. Customer lifetime value can also be defined as the monetary value of a customer relationship. Measure your (in)ability to retain customers (Churn Rate & Retention Rate).

Price Volume Mix Analysis / Sales Bridge

Price Volume Mix Analysis / Sales Bridge
Price Volume Mix Analysis / Sales Bridge Price Volume Mix Analysis / Sales Bridge
Price Volume Mix variance analysis enhances standard variance analyses by decomposing how volume or pricing changes of our product assortment contributed to the difference in performance between the Actual and Reference values (this analysis is also called "PVM")

Behavioral Analytics

Sales (expert) Adhoc Analysis

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

Other Dashboard Templates