dashboard template for tableau on Sales Pricing Price Realization cockpit

Required Attributes

To get your Price Realization dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date When the sales happened (Date used for time-series analysis)
  • string
    Customer Name of the customer
  • string
    Product The item which is actually sold: product, service…
  • string
    Sales Group The way you regroup sales: business line, product category…
  • string
    Sales Agent Sales Agent name
  • string
    Country Sales Country
  • string
    City Sales City
  • numeric
    Sales Amount Sales Amount
  • numeric
    Sales Quantity Quantity of units sold

KPIs

Your Price Realization dashboard will contain 3 KPIs

Dashboard Pages & Data Visualizations

Your Price Realization dashboard will contain 7 pages

Home

Price Realization Home

Price Realization Home
Price Realization HomePrice Realization Home
Get a Home Page for your Price Realization dashboard

Cockpit

Price Realization - Cockpit

Price Realization - Cockpit
Price Realization - CockpitPrice Realization - Cockpit
Price Realization: Easily measure the impact of price variation over two periods.

Sales Advanced Analytics

Price Realization - Breakdown

Price Realization - Breakdown
Price Realization - BreakdownPrice Realization - Breakdown
Analyze your Price Realization at the level of detail of your choice

Price Realization - Outliers

Price Realization - Outliers
Price Realization - OutliersPrice Realization - Outliers
Visualize at which level of detail your Price Realization impacts you the most

Price Realization - Prices

Price Realization - Prices
Price Realization - PricesPrice Realization - Prices
Visualize the evolutions of prices across time

Price Realization - Details

Price Realization - Details
Price Realization - DetailsPrice Realization - Details
Visualize the details of your Price Realization

Behavioral Analytics

Price Realization Adhoc Analysis

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

Creating your PRICE REALIZATION dashboard Step-by-Step

You want to get a clear understanding on your Price Realization results? You want to build a Tableau dashboard to better understand your Price Realization data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Price Realization data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Price Realization data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Date When the sales happened (Date used for time-series analysis)
  • string
    Customer Name of the customer
  • string
    Product The item which is actually sold: product, service…
  • string
    Sales Group The way you regroup sales: business line, product category…
  • string
    Sales Agent Sales Agent name
  • string
    Country Sales Country
  • string
    City Sales City
  • numeric
    Sales Amount Sales Amount
  • numeric
    Sales Quantity Quantity of units sold

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Price Realization' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Price Realization dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Price Realization dashboard is now ready to be used or customized!


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