SALES Dashboard in Tableau - in 1 minute with LinPack!

You want to get a clear understanding on your Sales Performance? You want to build a Tableau dashboard to better understand your Sales data?

Using LinPack-for-Tableau.com, you can generate a stunning Tableau Dashboard on Sales in less than 1 minute!

For this, just follow the instructions :-)

 

1st step: Create a Tableau workbook containing the connection definition to your sales data (whether it comes from SAP, SalesForce, Excel...)

You must retrieve at least the following attributes:

  • Date
  • Country
  • Customer
  • Item or Product
  • Item Group or Product Group
  • Sales Unit or SalesRep or Business Line
  • Sales Amount
  • Sales Amount Target (optional)
  • Sales Margin Amount
  • Sales Quantity

 

2nd step: On LinPack-for-Tableau.com, select 'create dashboard from template: Sales' and upload your Tableau workbook

 

3nd step: Map your attributes, click 'Confirm & Download'... you're done!!!

 

Now, enjoy the following KPIs:

  • Turnover   (Sum of Sales amount)
  • Turnover (Target)   (Sum of Sales target amount)
  • Total Sales Margin   (Sum of Sales Margin)
  • Total Sold Quantity   (Sum of Sales quantity)
  • Distinct Items Sold #   (Number of distinct items sold during the period (catalog depth))
  • Active Customers #   (Number of distinct customers having a sales transaction during the period)
  • Sales Margin %   (Total Sales Margin / Turnover (expressed in %))
  • Average Selling Price   (Turnover / Total Sold Quantity (expressed in currency))
  • Turnover per Customer   (Turnover / Number of Customers (expressed in currency))
  • Total Sales Costs   (Turnover minus Total Sales Margin (expressed in currency))
  • Sales Costs %   (Total Sales Costs / Turnover (expressed in %))

 

17 dashboard pages will help you better managing your sales performance: 

  • Sales Performance Cockpit
  • Sales KPIs
  • Item Performance
  • Item Price
  • Customer Insight
  • Customer Acquisition
  • Customer Behavior (1, 2, 3)
  • Customer Profitability
  • Top KPIs Evolution
  • Analysis - Trends
  • Analysis - Trends (split)
  • Analysis - Segmentation
  • Analysis - KPI Performance
  • Analysis - Pareto
  • Analysis - GeoCountry

Just try it here :-)

 

Enjoy and share your feedbacks with us so we can improve the solution :-)