Business dashboard template: SALES (EXPERT)

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

Providea workbookcontaining at least6 attributes

Geta ready-to-use,best-in-marketSALES (EXPERT) dashboard

Sales (expert) Home

Get a Home Page for your Sales (expert) dashboard

Sales (expert) Cockpit

Clear picture on your Sales performance: What are our Sales results? What is our Profitability? Which Sales Groups generate the most sales? Who are our top Customers?

RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your customer base: How is our customer base segmented? What are the recommended marketing actions to address each customer segment?

RFM Customer Base

Overview of your customer base by RFM Segment: Which customers constitute each of our RFM segments?

6 required attributes

Date
Customer
Product
Sales Group
Sales Amount
Sales Amount Target
(optional)
Sales Margin
Sales Margin Target
(optional)
Sales Quantity
(optional)
...add your own attributes!

10 KPIs

13 dashboard pages

Required Attributes

To get your Sales (expert) dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

Date When the sales happened (Date used for time-series analysis)
Customer Name of the customer
Product The item which is actually sold: product, service…
Sales Group The way you regroup sales: business line, product category…
Sales Amount Sales Amount
Sales Amount Target (optional)Target Sales Amount
Sales Margin Sales Margin Amount
Sales Margin Target (optional)Target Sales Margin Amount
Sales Quantity (optional)Quantity of units sold

KPIs

Your Sales (expert) dashboard will contain 10 KPIs

Total SalesTotal Sales amount
Total Sales MarginSum of Sales Margin
Sales Margin %Total Sales Margin / Total Sales (expressed in %)
Total Sales CostsTotal Sales minus Total Sales Margin (expressed in currency)
Sales Costs %Total Sales Costs / Total Sales (expressed in %)
Total Sales QuantitySum of Sales quantity
Average Selling PriceTotal Sales / Total Sales Quantity (expressed in currency)
Active Customers #Number of distinct customers having a sales transaction over the period
Sales per CustomerTotal Sales / Number of Customers (expressed in currency)
New Customers #Number of distinct New customers (first sales transaction over the period)

Dashboard Pages & Data Visualizations

Your Sales (expert) dashboard will contain 13 pages

Home

Sales (expert) Home

Get a Home Page for your Sales (expert) dashboard

Cockpit

Sales (expert) Cockpit

Clear picture on your Sales performance: What are our Sales results? What is our Profitability? Which Sales Groups generate the most sales? Who are our top Customers?

Sales (expert) Top Performers

Get an instant understanding of your top Sales (expert) performers: current, mid and long term performance

Top 4 KPIs Trends (MTD/YTD)

Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Sales Analytics

Product Performance

Analyze your Sales and Profitability Performance at Product level of detail: What are our best selling products? What does our Product base look like?

Customer Insight

Better understand your customer base (Customer Acquisition, Customer Profitability): How many active customers do we have? What about our ability to acquire news customers? Who are our top customers? What does our customer base look like?

Customer Detail

Focus on a single customer and visualize your Sales performance with him

Sales Advanced Analytics

RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your customer base: How is our customer base segmented? What are the recommended marketing actions to address each customer segment?

RFM Customer Base

Overview of your customer base by RFM Segment: Which customers constitute each of our RFM segments?

RFM Segment Detail

Detailed analysis of each RFM Segment: Which customers belong to this RFM segment?

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 (Churn Rate & Retention Rate).

Price 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 (this analysis is also called "PVM")

Behavioral Analytics

Sales (expert) Adhoc Analysis

Perform simple ad-hoc analysis on your Sales (expert) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

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!

Sales (expert) dashboard Live Demo

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 When the sales happened (Date used for time-series analysis)
Customer Name of the customer
Product The item which is actually sold: product, service…
Sales Group The way you regroup sales: business line, product category…
Sales Amount Sales Amount
Sales Amount Target (optional) Target Sales Amount
Sales Margin Sales Margin Amount
Sales Margin Target (optional) Target Sales Margin Amount
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).

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