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 2 KPIs

Dashboard Pages & Data Visualizations

Your Price Realization dashboard will contain 5 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

Price Realization
Price RealizationPrice Realization
Overview on Price Realization and matched values between two selected periods. It helps to easily spot the combination of Customer, Product, Geography and Sales Representative where the Price Realization in not well performing.

Sales Advanced Analytics

Price Realization - Period Comparison

Price Realization - Period Comparison
Price Realization - Period ComparisonPrice Realization - Period Comparison
Compare two selected periods: the impact of Price Realisation on Revenue and Quantity sold.

Price Realization - Product View

Price Realization - Product View
Price Realization - Product ViewPrice Realization - Product View
Breakdown Price Realization, Revenue variation and Quantity variation by selected axis.

Price Realization - Detail View

Price Realization - Detail View
Price Realization - Detail ViewPrice Realization - Detail View
Get the transactions details achieved during the compared periods.

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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