Business dashboard template: PIPELINE / OPPORTUNITIES (ADVANCED)

dashboard template for tableau on Sales Sales Planning Pipeline / Opportunities (advanced) cockpit

Providea workbookcontaining at least11 attributes

Geta ready-to-use,best-in-marketPIPELINE / OPPORTUNITIES (ADVANCED) dashboard

Pipeline / Opportunities (advanced) Home

Get a Home Page for your Pipeline / Opportunities (advanced) dashboard

Sales Pipeline Review Session

Support your weekly/monthly sales reviews with tangible facts & figures: What have we achieved over the last period? Where to focus our efforts on the next period?

Sales Pipeline (Advanced) Cockpit

This cockpit provides an insightful overview on your Sales Pipeline: What is the size of our Sales Pipeline? What was our ability to convert opportunities? What is the size of our Sales Pipeline: Overdue, Short, Medium and Long Term? Which opportunities do we have in our Sales Pipeline?

Sales Pipeline Analysis (advanced)

This dashboard page provides you with insightful information on your Sales Pipeline KPIs at the level of detail of your choice: How is our Sales Pipeline composed?

11 required attributes

Opportunity Id
Account
Opportunity Owner
Opportunity Type
Opportunity Description
Opportunity Stage
Open Flag
Won Flag
Created Date
(Estimated) Closed Date
Amount
...add your own attributes!

7 dashboard pages

Required Attributes

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

Opportunity Id Opportunity Unique Identifier
Account Customer/Prospect
Opportunity Owner Owner of the opportunity
Opportunity Type Type of Opportunity
Opportunity Description Opportunity Description
Opportunity Stage Opportunity Stage (according to your standards)
Open Flag "Y" if the opportunity is Open
Won Flag "Y" if the opportunity is Closed and Won
Created Date Opportunity Creation Date
(Estimated) Closed Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date (Date used for time-series analysis)
Amount Opportunity Amount

KPIs

Your Pipeline / Opportunities (advanced) dashboard will contain 22 KPIs

Nb of Open OpportunitiesTotal number of open opportunities
Pipeline ValueTotal opportunity amount (for open opportunities)
Sales CycleAverage duration (in days) between Created and Closed Date
Total Sales ValueTotal amount for won opportunities
Won/Lost RateShare of won opportunities (on total closed opportunities)
Conversion RateWon volume on total closed opportunity volume
Nb of OpportunitiesTotal number of opportunities
Nb of Closed OpportunitiesTotal number of closed opportunities
Nb of Won OpportunitiesTotal number of won opportunities
Nb of Lost OpportunitiesTotal number of lost opportunities
Total Closed Opportunities AmountTotal amount of lost opportunities
Avg Deal Size (won)Average amount of won opportunities
Avg Opportunity SizeAverage opportunity amount
Nb of AccountsNumber of accounts having opportunities
Nb of OwnersNumber of opportunity owners
Nb of Opp. per AccountAverage Number of opportunities per Account
Nb of Opp. per OwnerAverage Number of opportunities per Owner
Nb of New AccountsNumber of New accounts (first time opportunity over the period)
Total Opp. AmountTotal opportunity amount (for all opportunities)
Sales VelocitySales velocity is a measurement of how fast you are making money (you are bringing in roughly that much revenue each day): [Nb of Open Opp.] * [Avg Deal Size] * [Win Rate] / [Sales Cycle]
Sales Cycle (won)Average duration (in days) between Created and Closed Date for Won Opportunities
Sales Cycle (lost)Average duration (in days) between Created and Closed Date for Lost Opportunities

Dashboard Pages & Data Visualizations

Your Pipeline / Opportunities (advanced) dashboard will contain 7 pages

Home

Pipeline / Opportunities (advanced) Home

Get a Home Page for your Pipeline / Opportunities (advanced) dashboard

Cockpit

Sales Pipeline (Advanced) Cockpit

Sales Pipeline Analysis (advanced)

This dashboard page provides you with insightful information on your Sales Pipeline KPIs at the level of detail of your choice: How is our Sales Pipeline composed?

Conversion Analysis

Get a better understanding of the drivers behind conversions: Which opportunities do we win the most? Which opportunities do we convert the most? Which factors drive our ability to convert opportunities?

Sales Pipeline Review

Sales Pipeline Review Session

Support your weekly/monthly sales reviews with tangible facts & figures: What have we achieved over the last period? Where to focus our efforts on the next period?

Historical Performance

Visualize your ability to close deals over time (Won/Lost Rate, Conversion Rate...): How has our ability to convert opportunities evolved?

Pipeline Detail

Details of all your opportunities: What are the opportunities that make up our Sales Pipeline?

Creating your PIPELINE / OPPORTUNITIES (ADVANCED) dashboard Step-by-Step

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

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

Pipeline / Opportunities (advanced) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Pipeline / Opportunities (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):

Opportunity Id Opportunity Unique Identifier
Account Customer/Prospect
Opportunity Owner Owner of the opportunity
Opportunity Type Type of Opportunity
Opportunity Description Opportunity Description
Opportunity Stage Opportunity Stage (according to your standards)
Open Flag "Y" if the opportunity is Open
Won Flag "Y" if the opportunity is Closed and Won
Created Date Opportunity Creation Date
(Estimated) Closed Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date (Date used for time-series analysis)
Amount Opportunity Amount

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Pipeline / Opportunities (advanced)' and upload your Tableau workbook (note: your data is NOT uploaded).

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