Provide
a workbook
containing at least
10 attributes
Get
a ready-to-use,
best-in-market
SALES dashboard
Sales - Home
Get a Home Page for your Sales Dashboard
Sales Cockpit
Get a 360° view of your Sales performance
Sales KPIs
Get a transversal view of your Sales performance across any dimension
Sales Top KPIs Evolution
Visualize how your Sales Performance is evolving (Month-to-Date, Year-to-Date)
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 %
19 dashboard pages
- Sales - Home
- Sales Cockpit
- Sales KPIs
- Sales Top KPIs Evolution
- Customer Acquisition
- Customer Insight
- Customer Profitability (1)
- Customer Profitability (2)
- Customer Behavior (1)
- Customer Behavior (2)
- Customer Behavior (3)
- Item Performance
- Item Average Selling Price
- Country Analysis
- Evolution over years
- Segmentation Analysis
- Pareto Analysis
- Trends Analysis
- Trends Split Analysis
Detailed presentation of the SALES dashboard
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 %)
and 19 dashboard pages
Sales - Home
Get a Home Page for your Sales Dashboard
Sales Cockpit
Get a 360° view of your Sales performance
Sales KPIs
Get a transversal view of your Sales performance across any dimension
Sales Top KPIs Evolution
Visualize how your Sales Performance is evolving (Month-to-Date, Year-to-Date)
Customer Acquisition
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...
Customer Insight
Get instant insight on your customers: Top customers, Evolution, Life Cycle
Customer Profitability (1)
Understand the profitability of your Sales
Customer Profitability (2)
Understand the profitability of your Sales
Customer Behavior (1)
Understand your Customer profitability profile and life cycle
Customer Behavior (2)
Understand your Customer behavior: Return purchase analysis
Customer Behavior (3)
Understand your Customer behavior: Helps identifying recurring customers who stopped buying
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
Visualize the evolution of the Product Average Selling Price over time
Country Analysis
Visualize the performance of the KPI you selected at Country level
Evolution over years
Visualize how your top KPIs are correlated and how this correlation evolved across years
Segmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (market share analysis)
Pareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)
Trends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year
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!
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 When the sales happened
-
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
-
Item / Product The item which is actually sold: product, service…
-
Item Group / Product Group The way you regroup sales: business line, product category…
-
Sales Unit / SalesRep / Business Line Sales unit, SalesRep…
-
Sales Amount Amount of the sale
-
Sales Amount Target / Budget (optional attribute) Target sales amount to reach
-
Sales Margin Margin of the sale (amount, not %)
-
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 :-)
