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

Required Attributes

To get your Sales (advanced) 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…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target (optional)Target sales amount to reach
  • numeric
    Sales Margin Sales Margin Amount

KPIs

Your Sales (advanced) dashboard will contain 8 KPIs

Dashboard Pages & Data Visualizations

Your Sales (advanced) dashboard will contain 7 pages

Home

Sales (advanced) Home

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

Cockpit

Sales (advanced) Cockpit

Sales (advanced) Cockpit
Sales (advanced) CockpitSales (advanced) Cockpit
Clear picture on your Sales performance: What are our Sales results? What is our Profitability? Which Sales Groups generate the most sales? Who are our top Customers?

Sales (advanced) Top Performers

Sales (advanced) Top Performers
Sales (advanced) Top PerformersSales (advanced) Top Performers
Get an instant understanding of your top Sales (advanced) performers: current, mid and long term performance

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD)Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Sales Analytics

Product Performance

Product Performance
Product PerformanceProduct Performance
Analyze your Sales and Profitability Performance at Product level of detail: What are our best selling products? What does our Product base look like?

Customer Insight

Customer Insight
Customer InsightCustomer Insight
Better understand your customer base (Customer Acquisition, Customer Profitability): How many active customers do we have? What about our ability to acquire news customers? Who are our top customers? What does our customer base look like?

Behavioral Analytics

Sales (advanced) Adhoc Analysis

Sales (advanced) Adhoc Analysis
Sales (advanced) Adhoc AnalysisSales (advanced) Adhoc Analysis
Perform simple ad-hoc analysis on your Sales (advanced) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

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!

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
    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…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target (optional) Target sales amount to reach
  • numeric
    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).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Sales (advanced) dashboard is already downloading :-)

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

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


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