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Detailed presentation of the PIPELINE / OPPORTUNITIES dashboard

Your PIPELINE / OPPORTUNITIES dashboard will contain 18 KPIs

and 8 dashboard pages

Home

Pipeline / Opportunities Home

Pipeline / Opportunities Home
Pipeline / Opportunities HomePipeline / Opportunities Home
Get a Home Page for your Pipeline / Opportunities dashboard

Cockpit

Sales Pipeline Cockpit

Sales Pipeline Cockpit
Sales Pipeline CockpitSales Pipeline Cockpit
This cockpit provides you with an overview of your pipeline across your open opportunities. Visualize instantly on what you should focus first.

Pipeline / Opportunities Top 6 KPIs Breakdown

Pipeline / Opportunities Top 6 KPIs Breakdown
Pipeline / Opportunities Top 6 KPIs BreakdownPipeline / Opportunities Top 6 KPIs Breakdown
Get a transversal view on your top 6 Pipeline / Opportunities KPIs, split by the dimension of your choice

Sales Pipeline Review

Sales Pipeline Review

Sales Pipeline Review
Sales Pipeline ReviewSales Pipeline Review
This dashboard page provides you with insightful information on your pipeline.

Sales Pipeline Historical Performance

Sales Pipeline Historical Performance
Sales Pipeline Historical PerformanceSales Pipeline Historical Performance
This dashboard shows your past performance in closing deals

Trends Analytics

Pipeline / Opportunities Trends Analysis

Pipeline / Opportunities Trends Analysis
Pipeline / Opportunities Trends AnalysisPipeline / Opportunities Trends Analysis
Visualize the evolution of any of your Pipeline / Opportunities KPIs: Trends, Performance & Year over Year

Distribution Analytics

Pipeline / Opportunities Segmentation Analysis

Pipeline / Opportunities Segmentation Analysis
Pipeline / Opportunities Segmentation AnalysisPipeline / Opportunities Segmentation Analysis
Visualize the value of any of your Pipeline / Opportunities KPIs, split by the dimension you selected (market share analysis)

Pipeline / Opportunities Pareto Analysis

Pipeline / Opportunities Pareto Analysis
Pipeline / Opportunities Pareto AnalysisPipeline / Opportunities Pareto Analysis
Perform a Pareto Analysis on any of your Pipeline / Opportunities KPIs: the 80/20 rule.

Creating your PIPELINE / OPPORTUNITIES dashboard Step-by-Step

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

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Pipeline / Opportunities 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 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
    Category Business Line, Sales Team, Opportunity Category...
  • 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
    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' 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 dashboard is already downloading :-)

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

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


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