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Detailed presentation of the SALES (LV) dashboard

Your SALES (LV) dashboard will contain 11 KPIs

and 10 dashboard pages

Home

Sales (LV) Home

Sales (LV) Home
Sales (LV) HomeSales (LV) Home
Get a Home Page for your Sales (LV) dashboard

Cockpit

Sales Cockpit (LV)

Sales Cockpit (LV)
Sales Cockpit (LV)Sales Cockpit (LV)
Get a 360° view of your Sales performance

Sales (LV) Top 6 KPIs Overview

Sales (LV) Top 6 KPIs Overview
Sales (LV) Top 6 KPIs OverviewSales (LV) Top 6 KPIs Overview
Get a transversal view on your top 6 Sales (LV) KPIs, split by the dimension of your choice

Sales Analytics

Customer Insight (LV)

Customer Insight (LV)
Customer Insight (LV)Customer Insight (LV)
Get instant insight on your customers: Top customers, Evolution...

Customer Acquisition

Customer Acquisition
Customer AcquisitionCustomer Acquisition
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...

Customer Lifetime Value & Churn Rate

Customer Lifetime Value & Churn Rate
Customer Lifetime Value & Churn RateCustomer 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.

GeoAnalytics

Sales (LV) Country Analysis

Sales (LV) Country Analysis
Sales (LV) Country AnalysisSales (LV) Country Analysis
Visualize the performance of any of your Sales (LV) KPIs, at Country level

Trends Analytics

Sales (LV) Trends Analysis

Sales (LV) Trends Analysis
Sales (LV) Trends AnalysisSales (LV) Trends Analysis
Visualize the evolution of any of your Sales (LV) KPIs: Trends, Performance & Year over Year

Distribution Analytics

Sales (LV) Segmentation Analysis

Sales (LV) Segmentation Analysis
Sales (LV) Segmentation AnalysisSales (LV) Segmentation Analysis
Visualize the value of any of your Sales (LV) KPIs, split by the dimension you selected (market share analysis)

Sales (LV) Pareto Analysis

Sales (LV) Pareto Analysis
Sales (LV) Pareto AnalysisSales (LV) Pareto Analysis
Perform a Pareto Analysis on any of your Sales (LV) KPIs: the 80/20 rule.

Creating your SALES (LV) dashboard Step-by-Step

You want to get a clear understanding on your Sales (LV) results? You want to build a Tableau dashboard to better understand your Sales (LV) data?

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (LV) 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
    Country The country to which the sale is associated: it can be the country of the sales organization or the country of the customer
  • string
    Product The item which is actually sold: product, service…
  • string
    Product Group / Business Line The way you regroup sales: business line, product category…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target (optional attribute) Target sales amount to reach
  • numeric
    Sales Margin Margin of the sale (amount, not %)
  • numeric
    Sales Quantity Quantity of units sold

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Sales (LV)' 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 Sales (LV) dashboard is already downloading :-)

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

Your Sales (LV) dashboard is now ready to be used or customized!


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