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Detailed presentation of the SALES dashboard

Your SALES dashboard will contain 11 KPIs

and 13 dashboard pages

Home

Sales Home

Sales Home
Sales HomeSales Home
Get a Home Page for your Sales dashboard

Cockpit

Sales Cockpit

Sales Cockpit
Sales CockpitSales Cockpit
Get a 360° view of your Sales performance

Sales Top KPIs Breakdown

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

Sales Top KPIs Evolution

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

Sales Top Contributors

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

Sales Analytics

Item Performance

Item Performance
Item PerformanceItem 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...

Customer Lifetime Value & Churn Rate

Customer Lifetime Value & Churn Rate
Customer Lifetime Value & Churn RateCustomer 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

Sales KPI Performance
Sales KPI PerformanceSales 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

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

Trends Analytics

Sales Trends Analysis

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

Distribution Analytics

Sales Segmentation Analysis

Sales Segmentation Analysis
Sales Segmentation AnalysisSales 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 AnalysisSales 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!

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
    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' 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 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!


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