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Detailed presentation of the SALES (STANDARD) dashboard

Your SALES (STANDARD) dashboard will contain 11 KPIs

and 9 dashboard pages

Home

Sales (standard) Home

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

Cockpit

Sales (standard) Cockpit

Sales (standard) Cockpit
Sales (standard) CockpitSales (standard) Cockpit
Get a 360° view on your Sales performance

Sales (standard) Top KPIs Breakdown

Sales (standard) Top KPIs Breakdown
Sales (standard) Top KPIs BreakdownSales (standard) Top KPIs Breakdown
Get a transverse view on your top 6 Sales (standard) KPIs, split by the dimension of your choice

Sales (standard) Top KPIs Trends

Sales (standard) Top KPIs Trends
Sales (standard) Top KPIs TrendsSales (standard) Top KPIs Trends
Visualize how your Sales (standard) KPIs are evolving (Month-to-Date, Year-to-Date)

Sales (standard) Top Contributors

Sales (standard) Top Contributors
Sales (standard) Top ContributorsSales (standard) Top Contributors
Instant overview of your Sales (standard) top 4 KPIs split by the dimension you selected.

Sales Analytics

Product Performance

Product Performance
Product PerformanceProduct Performance
Better understand your Sales Performance from an Item point of view: Top items, Evolution of catalog depth...

Customer Insight

Customer Insight
Customer InsightCustomer Insight
Get instant insight on your customers: Top customers, Evolution...

Behavioral Analytics

Sales (standard) - Adhoc Analysis

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

GeoAnalytics

Sales (standard) Country Analysis

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

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

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (standard) 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 (standard)' 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 (standard) dashboard is already downloading :-)

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

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


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