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

Required Attributes

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

  • string
    Opportunity Id Opportunity Unique Identifier
  • string
    Account Customer/Prospect
  • string
    Opportunity Owner Owner of the opportunity
  • string
    Opportunity Type Type of Opportunity
  • string
    Opportunity Description Opportunity Description
  • string
    Opportunity Stage Opportunity Stage (according to your standards)
  • string
    Open Flag "Y" if the opportunity is Open
  • string
    Won Flag "Y" if the opportunity is Closed and Won
  • date
    Created Date Opportunity Creation Date
  • date
    (Estimated) Closed Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date (Date used for time-series analysis)
  • numeric
    Amount Opportunity Amount
  • numeric
    Probability % Probability to win the opportunity (0.5 stands for 50%)

KPIs

Your Pipeline / Opportunities (expert) dashboard will contain 24 KPIs

Dashboard Pages & Data Visualizations

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

Home

Pipeline / Opportunities (expert) Home

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

Cockpit

Sales Pipeline Cockpit

Sales Pipeline Cockpit
Sales Pipeline CockpitSales Pipeline Cockpit
This cockpit provides insightful information on your Sales Pipeline (Weighted Pipeline, Open Opportunities...): 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, Mid and Long Term? Which opportunities do we have in our Sales Pipeline?

Sales Pipeline Analysis

Sales Pipeline Analysis
Sales Pipeline AnalysisSales Pipeline Analysis
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

Conversion Analysis
Conversion AnalysisConversion 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

Sales Pipeline Review
Sales Pipeline ReviewSales Pipeline Review
Support your weekly/monthly sales reviews with tangible facts & figures: Which achievements have been done over the last period? Where to focus on following period?

Historical Performance

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

Pipeline Detail

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

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

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

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

1st STEP: Create the initial Tableau workbook file

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

  • string
    Opportunity Id Opportunity Unique Identifier
  • string
    Account Customer/Prospect
  • string
    Opportunity Owner Owner of the opportunity
  • string
    Opportunity Type Type of Opportunity
  • string
    Opportunity Description Opportunity Description
  • string
    Opportunity Stage Opportunity Stage (according to your standards)
  • string
    Open Flag "Y" if the opportunity is Open
  • string
    Won Flag "Y" if the opportunity is Closed and Won
  • date
    Created Date Opportunity Creation Date
  • date
    (Estimated) Closed Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date (Date used for time-series analysis)
  • numeric
    Amount Opportunity Amount
  • numeric
    Probability % Probability to win the opportunity (0.5 stands for 50%)

2nd STEP: Upload your Tableau workbook file

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

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Pipeline / Opportunities (expert) dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Pipeline / Opportunities (expert) dashboard is now ready to be used or customized!


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