Business dashboard template: SALES

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Providea workbookcontaining at least9 attributes

Geta ready-to-use,best-in-marketSALES dashboard

Sales Home

Get a Home Page for your Sales dashboard

Sales Cockpit

Get a 360° view of your Sales performance

Sales Top KPIs Breakdown

Get a transverse view on your top 6 Sales KPIs, split by the dimension of your choice

Sales Top KPIs Evolution

Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)

9 required attributes

Date
Customer
Country
Product
Product Group / Business Line
Sales Amount
Sales Amount Target
Sales Margin
Sales Quantity

11 KPIs

13 dashboard pages

Detailed presentation of the SALES dashboard

Your SALES dashboard will contain 11 KPIs

TurnoverSum of Sales amount
Total Sales MarginSum of Sales Margin
Sales Margin %Total Sales Margin / Turnover (expressed in %)
Total Sales CostsTurnover minus Total Sales Margin (expressed in currency)
Sales Costs %Total Sales Costs / Turnover (expressed in %)
Total Sold QuantitySum of Sales quantity
Distinct Items Sold #Number of distinct items sold over the period (catalog depth)
Average Selling PriceTurnover / Total Sold Quantity (expressed in currency)
Active Customers #Number of distinct customers having a sales transaction over the period
Turnover per CustomerTurnover / Number of Customers (expressed in currency)
New Customers #Number of distinct NEW customers (first sales transaction over the period)

and 13 dashboard pages

Home

Sales Home

Get a Home Page for your Sales dashboard

Cockpit

Sales Cockpit

Get a 360° view of your Sales performance

Sales Top KPIs Breakdown

Get a transverse view on your top 6 Sales KPIs, split by the dimension of your choice

Sales Top KPIs Evolution

Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)

Sales Top Contributors

Instant overview of your Sales top 4 KPIs split by the dimension you selected.

Sales Analytics

Item Performance

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

Customer Insight

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

Customer Lifetime Value & Churn Rate

Predict of the revenues and profit attributed to the entire future relationship with a customer. Customer lifetime value can also be defined as the monetary value of a customer relationship. Measure your (in)ability to retain customers.

Behavioral Analytics

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

GeoAnalytics

Sales Country Analysis

Visualize the performance of any of your Sales KPIs, at Country level

Trends Analytics

Sales Trends Analysis

Visualize the evolution of any of your Sales KPIs: Trends, Performance & Year over Year

Distribution Analytics

Sales Segmentation Analysis

Visualize the value of any of your Sales KPIs, split by the dimension you selected (market share analysis)

Sales Pareto Analysis

Perform a Pareto Analysis on any of your Sales KPIs: the 80/20 rule.

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!

Sales dashboard Live Demo

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 (Date used for time-series analysis)
Customer Name of the 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
Product The item which is actually sold: product, service…
Product Group / Business Line The way you regroup sales: business line, product category…
Sales Amount Amount of the sale
Sales Amount Target (optional attribute) Target sales amount to reach
Sales Margin Margin of the sale (amount, not %)
Sales Quantity Quantity of units sold