Sales Cockpit - white.png Sales Cockpit D.PNG
10 required attributes
  • dateDate
  • stringCustomer
  • stringCountry
  • stringItem / Product
  • stringItem Group / Product Group
  • stringSales Unit / SalesRep / Business Line
  • numericSales Amount
  • numericSales Amount Target / Budget
  • numericSales Margin
  • numericSales Quantity
10 KPIs
  • Turnover
  • 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 10 KPIs:

  • TurnoverSum of Sales 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 20 dashboard pages

Home

Sales - Home

Sales - Home
Sales - HomeSales - Home
Get a Home Page for your Sales Dashboard

Cockpit

Sales Cockpit

Sales Cockpit
Sales CockpitSales Cockpit
Get a 360° view of your Sales performance

Sales KPIs

Sales KPIs
Sales KPIsSales KPIs
Get a transversal view of your Sales performance across any dimension

Sales Top KPIs Evolution

Sales Top KPIs Evolution
Sales Top KPIs EvolutionSales Top KPIs Evolution
Visualize how your Sales Performance is evolving (Month-to-Date, Year-to-Date)

Item / Product Analysis

Item Performance

Item Performance
Item PerformanceItem 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 PriceItem Average Selling Price
Visualize the evolution of the Product Average Selling Price over time

Customer Analysis

Customer Acquisition

Customer Acquisition
Customer AcquisitionCustomer 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 InsightCustomer Insight
Get instant insight on your customers: Top customers, Evolution, Life Cycle

Customer Profitability (1)

Customer Profitability (1)
Customer Profitability (1)Customer Profitability (1)
Understand the profitability of your Sales

Customer Profitability (2)

Customer Profitability (2)
Customer Profitability (2)Customer Profitability (2)
Understand the profitability of your Sales

Customer Behavior (1)

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)Customer Behavior (2)
Understand your Customer behavior: Return purchase analysis

Customer Behavior (3)

Customer Behavior (3)
Customer Behavior (3)Customer Behavior (3)
Understand your Customer behavior: Helps identifying recurring customers who stopped buying

GeoAnalytics

Country Analysis

Country Analysis
Country AnalysisCountry Analysis
Visualize the performance of the KPI you selected at Country level

Trends Analysis

Trends Analysis

Trends Analysis
Trends AnalysisTrends Analysis
Visualize the evolution of the KPI you selected: Trends, Performance & Year over Year

Evolution over years

Evolution over years
Evolution over yearsEvolution over years
Visualize how your top KPIs are correlated and how this correlation evolved across years

Trends Split Analysis

Trends Split Analysis
Trends Split AnalysisTrends Split Analysis
Visualize the evolution of the KPI you selected, breakdown by the dimension you selected.

Segmentation Analysis

Segmentation Analysis

Segmentation Analysis
Segmentation AnalysisSegmentation Analysis
Visualize the value of the KPI you selected split by the dimension you selected (market share analysis)

Pareto Analysis

Pareto Analysis
Pareto AnalysisPareto Analysis
Flexible Pareto Analysis (80 / 20 analysis)

KPI Performance

KPI Performance
KPI PerformanceKPI Performance
Visualize the overall performance of the selected KPI: evolution and breakdown by the dimension of your choice

 

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

 

3rd 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 :-)

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