Sales - Cockpit WHITE.png Sales - Cockpit DARK.png
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
11 KPIs
  • Turnover
  • Turnover (Target)
  • Total Sales Margin
  • Total Sold Quantity
  • Distinct Items Sold #
  • Active Customers #
  • Sales Margin %
  • Average Selling Price
  • Turnover per Customer
  • Total Sales Costs
  • Sales Costs %

Detailed presentation of the SALES dashboard

KPi Your SALES dashboard will contain 11 KPIs:

  • TurnoverSum of Sales amount
  • Turnover (Target)Sum of Sales target 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 %)

Visualization and 19 dashboard pages

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 KPIs
Sales KPIs Sales KPIs
Get a transversal view of your Sales performance across any dimension
Sales Top KPIs Evolution
Sales Top KPIs Evolution Sales Top KPIs Evolution
Visualize how your Sales Performance is 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...
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
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
Country Analysis
Country Analysis Country Analysis
Visualize the performance of the KPI you selected at Country level
Evolution over years
Evolution over years Evolution over years
Visualize how your top KPIs are correlated and how this correlation evolved across years
Segmentation Analysis
Segmentation Analysis Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (market share analysis)
Pareto Analysis
Pareto Analysis Pareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)
Trends Analysis
Trends Analysis Trends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year
Trends Split Analysis
Trends Split Analysis Trends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

 

You want to get a clear understanding on your Sales Performance? You want to build a Tableau dashboard to better understand your Sales data?

Using LinPack-for-Tableau.com, you can generate a stunning Tableau Dashboard on Sales in less than 1 minute!

 

Sales dashboard Live Demo

 

For this, just follow the instructions :-)

 

1st step: Create a Tableau workbook containing the connection definition to your sales data (whether it comes from SAP, SalesForce, Excel...)

You must retrieve at least the following attributes:

  • date
    Date When the sales happened
  • string
    Customer Map here the name of your 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
    Item / Product The item which is actually sold: product, service…
  • string
    Item Group / Product Group The way you regroup sales: business line, product category…
  • string
    Sales Unit / SalesRep / Business Line Sales unit, SalesRep…
  • numeric
    Sales Amount Amount of the sale
  • numeric
    Sales Amount Target / Budget (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: On LinPack-for-Tableau.com, select 'create dashboard from template: Sales' and upload your Tableau workbook

 

3nd step: Map your attributes, click 'Confirm & Download'... you're done!!!

 

This dashboard will help you to better manage your Sales performance: 

Just try it here :-)

 

Enjoy and share your feedbacks with us so we can improve the solution :-)