Providea workbookcontaining at least10 attributes
Geta ready-to-use,best-in-marketSALES dashboard
Sales Home
Sales Home
Get a Home Page for your Sales dashboard
Sales Cockpit
Sales Cockpit
Get a 360° view of your Sales performance
Sales Top KPIs Overview
Sales Top KPIs Overview
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
Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)
10 required attributes
Date
Customer
Country- Product
- Product Group
- SalesRep
Sales Amount- Sales Amount Target
- Sales Margin
- Sales Quantity
11 KPIs
15 dashboard pages
- Sales Home
- Sales Cockpit
- Sales Top KPIs Overview
- Sales Top KPIs Evolution
- Item Performance
- Item Average Selling Price
- Customer Insight
- Customer Acquisition
- Customer Lifetime Value
- Customer Profitability
- 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 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 during the period (catalog depth)
- Average Selling PriceTurnover / Total Sold Quantity (expressed in currency)
- Active Customers #Number of distinct customers having a sales transaction during the period
- Turnover per CustomerTurnover / Number of Customers (expressed in currency)
- New Customers #Number of distinct NEW customers (first sales transaction during the period)
and 15 dashboard pages
Home
Sales Home
Sales Home
Get a Home Page for your Sales dashboard
Cockpit
Sales Cockpit
Sales Cockpit
Get a 360° view of your Sales performance
Sales Top KPIs Overview
Sales Top KPIs Overview
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
Visualize how your Sales KPIs are evolving (Month-to-Date, Year-to-Date)
Item / Product Analytics
Item Performance
Item Performance
Better understand your Sales Performance from an Item point of view: Top items, Evolution of catalog depth...
Item Average Selling Price
Item Average Selling Price
Visualize the evolution of the Product Average Selling Price over time
Customer Analytics
Customer Insight
Customer Insight
Get instant insight on your customers: Top customers, Evolution...
Customer Acquisition
Customer Acquisition
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...
Customer Lifetime Value
Customer Lifetime Value
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.
Customer Profitability
Customer Profitability
Understand the profitability of your Sales
GeoAnalytics
Sales Country Analysis
Sales Country Analysis
Visualize the performance of any of your Sales KPIs, at Country level
Trends Analytics
Sales Trends Analysis
Sales Trends Analysis
Visualize the evolution of any of your Sales KPIs: Trends, Performance & Year over Year
Distribution Analytics
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
Perform a Pareto Analysis on any of your Sales KPIs: the 80/20 rule.
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 (Date used for time-series analysis)
-
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
-
Product The item which is actually sold: product, service…
-
Product Group The way you regroup sales: business line, product category…
-
SalesRep Sales Unit, SalesRep, Business Line…
-
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
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
Sales
Finance
Procurement
Digital Marketing
Project Management
Service Desk / Call Center
Sentiment Analysis
General Services
Banking
Healthcare
Telecommunications
Fundraising
Education
Insurance
Retail
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!
