Business dashboard template: SALES (ADVANCED)

dashboard template for tableau on Sales Sales Effectiveness Sales (advanced) cockpit

Providea workbookcontaining at least7 attributes

Geta ready-to-use,best-in-marketSALES (ADVANCED) dashboard

Sales (advanced) Home

Get a Home Page for your Sales (advanced) dashboard

Sales (advanced) Cockpit

Get a 360° view on your Sales performance

Sales (advanced) Top Performers

Get an instant understanding of your top Sales (advanced) performers

Product Performance

Analyze your Sales Performance by Product

7 required attributes

Date
Customer
Product
Sales Group
Sales Amount
Sales Amount Target
(optional)
Sales Margin

8 KPIs

7 dashboard pages

Detailed presentation of the SALES (ADVANCED) dashboard

Your SALES (ADVANCED) dashboard will contain 8 KPIs

Total SalesTotal Sales amount
Total Sales MarginSum of Sales Margin
Sales Margin %Total Sales Margin / Total Sales (expressed in %)
Total Sales CostsTotal Sales minus Total Sales Margin (expressed in currency)
Sales Costs %Total Sales Costs / Total Sales (expressed in %)
Active Customers #Number of distinct customers having a sales transaction over the period
Sales per CustomerTotal Sales / Number of Customers (expressed in currency)
New Customers #Number of distinct New customers (first sales transaction over the period)

and 7 dashboard pages

Home

Sales (advanced) Home

Get a Home Page for your Sales (advanced) dashboard

Cockpit

Sales (advanced) Cockpit

Get a 360° view on your Sales performance

Sales (advanced) Top Performers

Get an instant understanding of your top Sales (advanced) performers

Top 4 KPIs Trends (MTD/YTD)

Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Sales Analytics

Product Performance

Analyze your Sales Performance by Product

Customer Insight

Get instant insight on your customers: Top customers, Evolution...

Behavioral Analytics

Sales (advanced) Adhoc Analysis

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

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

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

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

Sales (advanced) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (advanced) 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 When the sales happened (Date used for time-series analysis)
Customer Name of the customer
Product The item which is actually sold: product, service…
Sales Group The way you regroup sales: business line, product category…
Sales Amount Amount of the sale
Sales Amount Target (optional) Target sales amount to reach
Sales Margin Sales Margin Amount

2nd STEP: Upload your Tableau workbook file

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

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