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Detailed presentation of the SALES (BASIC) dashboard

Your SALES (BASIC) dashboard will contain 4 KPIs

and 6 dashboard pages

Home

Sales (basic) Home

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

Cockpit

Sales Cockpit

Sales Cockpit
Sales CockpitSales Cockpit
Get an instant overview of your Sales metrics

Sales Analytics

Top Products

Top Products
Top ProductsTop Products
Quickly identify your top 12 products and your leading customers

Top Customers

Top Customers
Top CustomersTop Customers
Quickly identify your top customers and your leading products

Behavioral Analytics

Sales (basic) Adhoc Analysis

Sales (basic) Adhoc Analysis
Sales (basic) Adhoc AnalysisSales (basic) Adhoc Analysis
Perform simple ad-hoc analysis on your Sales (basic) data set: analyze any of your KPIs across any dimension

Sales (basic) KPI Performance

Sales (basic) KPI Performance
Sales (basic) KPI PerformanceSales (basic) KPI Performance
Visualize the overall performance of any of your Sales (basic) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (basic) 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 Sales date (Date used for time-series analysis)
  • string
    Customer Name of the customer
  • string
    Product The item which is actually sold: product, service…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target (optional attribute) Target sales amount to reach

2nd STEP: Upload your Tableau workbook file

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

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

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


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