Business dashboard template: SALES (ADVANCED)

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Providea workbookcontaining at least9 attributes

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

Sales (advanced) Home

Get a Home Page for your Sales (advanced) dashboard

Sales (advanced) Cockpit

Get a 360° view of your Sales performance

RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your customer base

RFM Customer Base

Overview of your customer base by RFM Segment

9 required attributes

Date
Customer
Country
Product
Product Group / Business Line
Sales Amount
Sales Amount Target
Sales Margin
Sales Quantity

12 KPIs

16 dashboard pages

Detailed presentation of the SALES (ADVANCED) dashboard

Your SALES (ADVANCED) dashboard will contain 12 KPIs

TurnoverTotal 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 over the period (catalog depth)
Average Selling PriceTurnover / Total Sold Quantity (expressed in currency)
Active Customers #Number of distinct customers having a sales transaction over the period
Turnover per CustomerTurnover / Number of Customers (expressed in currency)
New Customers #Number of distinct New customers (first sales transaction over the period)
Turnover of New CustomersTurnover of New customers

and 16 dashboard pages

Home

Sales (advanced) Home

Get a Home Page for your Sales (advanced) dashboard

Cockpit

Sales (advanced) Cockpit

Get a 360° view of your Sales performance

Sales (advanced) Top KPIs Breakdown

Get a transverse view on your top 6 Sales (advanced) KPIs, split by the dimension of your choice

Sales (advanced) Top KPIs Trends

Visualize how your Sales (advanced) KPIs are evolving (Month-to-Date, Year-to-Date)

Sales (advanced) Top Contributors

Instant overview of your Sales (advanced) top 4 KPIs split by the dimension you selected.

Sales Analytics

Product Performance

Better understand your Sales Performance from an Item point of view: Top items, Evolution of catalog depth...

Customer Insight

Get instant insight on your customers: Top customers, Evolution...

Sales Advanced Analytics

RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your customer base

RFM Customer Base

Overview of your customer base by 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.

Price Volume Mix Analysis

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

Behavioral Analytics

Sales (advanced) KPI Performance

Visualize the overall performance of any of your Sales (advanced) KPIs: what is the performance, how does this performance evolve, who contributes to this performance

GeoAnalytics

Sales (advanced) Country Analysis

Visualize the performance of any of your Sales (advanced) KPIs, at Country level

Trends Analytics

Sales (advanced) Trends Analysis

Visualize the evolution of any of your Sales (advanced) KPIs: Trends, Performance & Year over Year

Distribution Analytics

Sales (advanced) Segmentation Analysis

Visualize the value of any of your Sales (advanced) KPIs, split by the dimension you selected (market share analysis)

Sales (advanced) Pareto Analysis

Perform a Pareto Analysis on any of your Sales (advanced) KPIs: the 80/20 rule.

Creating your SALES (ADVANCED) dashboard Step-by-Step

You want to get a clear understanding on your Sales (advanced) results? You want to build a Tableau dashboard to better understand your Sales (advanced) data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Sales (advanced) data in less than 5 minutes!

Sales (advanced) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales (advanced) 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
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 / Business Line The way you regroup sales: business line, product category…
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 (advanced)' and upload your Tableau workbook (note: your data is NOT uploaded).