dashboard template for tableau on Sales Sales Effectiveness Sales (expert) cockpit

Detailed presentation of the SALES (EXPERT) dashboard

Your SALES (EXPERT) dashboard will contain 10 KPIs

and 12 dashboard pages

Home

Sales (expert) Home

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

Cockpit

Sales (expert) Cockpit

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

Sales (expert) Top Performers

Sales (expert) Top Performers
Sales (expert) Top PerformersSales (expert) Top Performers
Get an instant understanding of your top Sales (expert) performers

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD)Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Sales Analytics

Product Performance

Product Performance
Product PerformanceProduct Performance
Analyze your Sales Performance by Product

Customer Insight

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

Sales Advanced Analytics

RFM Analysis (Recency-Frequency-Monetary)

RFM Analysis (Recency-Frequency-Monetary)
RFM Analysis (Recency-Frequency-Monetary)RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your customer base

RFM Customer Base

RFM Customer Base
RFM Customer BaseRFM Customer Base
Overview of your customer base by RFM Segment

RFM Segment Detail

RFM Segment Detail
RFM Segment DetailRFM Segment Detail
Detailed analysis of each RFM Segment

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.

Price Volume Mix Analysis / Sales Bridge

Price Volume Mix Analysis / Sales Bridge
Price Volume Mix Analysis / Sales BridgePrice Volume Mix Analysis / Sales Bridge
Price Volume Mix variance analysis enhances standard variance analyses by decomposing how volume or pricing changes of our product assortment contributed to the difference in performance between the Actual and Reference values

Behavioral Analytics

Sales (expert) Adhoc Analysis

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

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

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (expert) 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
    Product The item which is actually sold: product, service…
  • string
    Sales Group The way you regroup sales: business line, product category…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target (optional) Target sales amount to reach
  • numeric
    Sales Margin Sales Margin Amount
  • numeric
    Sales Quantity (optional) Quantity of units sold

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Sales (expert)' 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 (expert) dashboard is already downloading :-)

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

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


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