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Detailed presentation of the SALES (TRIAL VERSION) dashboard

Your SALES (TRIAL VERSION) dashboard will contain 11 KPIs

and 4 dashboard pages

Home

Sales (TRIAL version) Home

Sales (TRIAL version) Home
Sales (TRIAL version) HomeSales (TRIAL version) Home
Get a Home Page for your Sales (TRIAL version) dashboard

Cockpit

Sales (TRIAL version) Cockpit

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

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...

Creating your SALES (TRIAL VERSION) dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

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

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

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