- Sales Amount
- Sales Amount Target
To get your Sales (basic) dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Date Sales date (Date used for time-series analysis)
- Customer Name of the customer
- Product The item which is actually sold: product, service…
- Sales Amount Amount of the sale
- Sales Amount Target (optional)Target sales amount to reach
Your SALES (BASIC) dashboard will contain 4 KPIs
Dashboard Pages & Data Visualizations
Your Sales (basic) dashboard will contain 6 pages
Sales (basic) Adhoc Analysis
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):
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).
74 Dashboard Templates
- Predefined (and customizable) KPIs
- Predefined DataViz
▶ Transverse Functions
Supply Chain & Production
▶ Specific to a Business Sector
Finance (Bank, Wealth, FO...)
▶ Specific to a Data Source
▶ TRIAL Templates
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!