Providea workbookcontaining at least10 attributes
Geta ready-to-use,best-in-marketSALES dashboard
Sales Home
Sales Home![Sales Home]()
Get a Home Page for your Sales dashboard
Sales Cockpit
Sales Cockpit![Sales Cockpit]()
Get a 360° view of your Sales performance
Sales Top KPIs Evolution
Sales Top KPIs Evolution![Sales Top KPIs Evolution]()
Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)
Customer Acquisition
Customer Acquisition![Customer Acquisition]()
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...
10 required attributes
Date
Customer
Country- Item / Product
- Item Group / Product Group
- Sales Unit / SalesRep / Business Line
Sales Amount- Sales Amount Target / Budget
- Sales Margin
- Sales Quantity
10 KPIs
- Turnover
- Total Sales Margin
- Total Sold Quantity
- Distinct Items Sold #
- Active Customers #
- Sales Margin %
- Average Selling Price
- Turnover per Customer
- Total Sales Costs
- Sales Costs %
18 dashboard pages
- Sales Home
- Sales Cockpit
- Sales Top KPIs Evolution
- Customer Acquisition
- Customer Insight
- Customer Profitability (1)
- Customer Profitability (2)
- Customer Behavior (1)
- Customer Behavior (2)
- Customer Behavior (3)
- Item Performance
- Item Average Selling Price
- Sales Top KPIs Overview
- Sales Country Analysis
- Sales Trends Analysis
- Sales Segmentation Analysis
- Sales Pareto Analysis
- Sales KPI Performance
Detailed presentation of the SALES dashboard
Your SALES dashboard will contain 10 KPIs
- TurnoverSum of Sales amount
- Total Sales MarginSum of Sales Margin
- Total Sold QuantitySum of Sales quantity
- Distinct Items Sold #Number of distinct items sold during the period (catalog depth)
- Active Customers #Number of distinct customers having a sales transaction during the period
- Sales Margin %Total Sales Margin / Turnover (expressed in %)
- Average Selling PriceTurnover / Total Sold Quantity (expressed in currency)
- Turnover per CustomerTurnover / Number of Customers (expressed in currency)
- Total Sales CostsTurnover minus Total Sales Margin (expressed in currency)
- Sales Costs %Total Sales Costs / Turnover (expressed in %)
and 18 dashboard pages
Home
Sales Home
Sales Home![Sales Home]()
Get a Home Page for your Sales dashboard
Cockpit
Sales Cockpit
Sales Cockpit![Sales Cockpit]()
Get a 360° view of your Sales performance
Sales Top KPIs Evolution
Sales Top KPIs Evolution![Sales Top KPIs Evolution]()
Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)
Sales Top KPIs Overview
Sales Top KPIs Overview![Sales Top KPIs Overview]()
Get a transversal view on your top 6 Sales KPIs, split by the dimension of your choice
Item / Product Analysis
Item Performance
Item Performance![Item Performance]()
Better understand your Sales Performance from an Item point of view: Top items, Evolution of catalog depth, Product Life Cycle...
Item Average Selling Price
Item Average Selling Price![Item Average Selling Price]()
Visualize the evolution of the Product Average Selling Price over time
Customer Analysis
Customer Acquisition
Customer Acquisition![Customer Acquisition]()
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...
Customer Insight
Customer Insight![Customer Insight]()
Get instant insight on your customers: Top customers, Evolution, Life Cycle
Customer Profitability (1)
Customer Profitability (1)![Customer Profitability (1)]()
Understand the profitability of your Sales
Customer Profitability (2)
Customer Profitability (2)![Customer Profitability (2)]()
Understand the profitability of your Sales
Customer Behavior (1)
Customer Behavior (1)![Customer Behavior (1)]()
Understand your Customer profitability profile and life cycle
Customer Behavior (2)
Customer Behavior (2)![Customer Behavior (2)]()
Understand your Customer behavior: Return purchase analysis
Customer Behavior (3)
Customer Behavior (3)![Customer Behavior (3)]()
Understand your Customer behavior: Helps identifying recurring customers who stopped buying
GeoAnalytics
Sales Country Analysis
Sales Country Analysis![Sales Country Analysis]()
Visualize the performance of any of your Sales KPIs, at Country level
Trends Analysis
Sales Trends Analysis
Sales Trends Analysis![Sales Trends Analysis]()
Visualize the evolution of any of your Sales KPIs: Trends, Performance & Year over Year
Distribution Analysis
Sales Segmentation Analysis
Sales Segmentation Analysis![Sales Segmentation Analysis]()
Visualize the value of any of your Sales KPIs, split by the dimension you selected (market share analysis)
Sales Pareto Analysis
Sales Pareto Analysis![Sales Pareto Analysis]()
Perform a Pareto Analysis on any of your Sales KPIs: the 80/20 rule.
Sales KPI Performance
Sales KPI Performance![Sales KPI Performance]()
Visualize the overall performance of any of your Sales KPIs: what is the performance, how does this performance evolve, who contributes to this performance
Creating your SALES dashboard Step-by-Step
You want to get a clear understanding on your Sales results? You want to build a Tableau dashboard to better understand your Sales data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Sales data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Sales 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
-
Customer Map here the name of your customer
-
Country The country to which the sale is associated: it can be the country of the sales organization or the country of the customer
-
Item / Product The item which is actually sold: product, service…
-
Item Group / Product Group The way you regroup sales: business line, product category…
-
Sales Unit / SalesRep / Business Line Sales unit, SalesRep…
-
Sales Amount Amount of the sale
-
Sales Amount Target / Budget (optional attribute) Target sales amount to reach
-
Sales Margin Margin of the sale (amount, not %)
-
Sales Quantity Quantity of units sold
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Sales' and upload your Tableau workbook (note: your data is NOT uploaded).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Finance
Procurement
Digital Marketing
Processes
Case Management
Banking
Healthcare
Telecommunications
Fundraising
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Sales dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Sales dashboard is now ready to be used or customized!
Just give it a try here :-)
