dashboard template for tableau on Sales Sales Achievement Sales vs Quota cockpit

Required Attributes

To get your Sales vs Quota dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Date Period (Date used for time-series analysis)
  • string
    (Level of detail of your sales/quota) Level of detail of Sales/Quota (could be entity, region, product line... or whatever + add any required level of detail in "customize dashboard")
  • numeric
    Sales Amount Sales Amount
  • numeric
    Quota Amount Quota Amount

KPIs

Your Sales vs Quota dashboard will contain 5 KPIs

Dashboard Pages & Data Visualizations

Your Sales vs Quota dashboard will contain 7 pages

Home

Sales vs Quota Home

Sales vs Quota Home
Sales vs Quota HomeSales vs Quota Home
Get a Home Page for your Sales vs Quota dashboard

Cockpit

Sales vs Quota Follow-up Cockpit

Sales vs Quota Follow-up Cockpit
Sales vs Quota Follow-up CockpitSales vs Quota Follow-up Cockpit
Get an instant overview of Sales achievement against Quota.

Sales vs Quota - Monthly Follow-up

Sales vs Quota - Monthly Follow-up
Sales vs Quota - Monthly Follow-upSales vs Quota - Monthly Follow-up
Monthly evolution of Sales vs Quota

Sales vs Quota - Yearly Follow-up

Sales vs Quota - Yearly Follow-up
Sales vs Quota - Yearly Follow-upSales vs Quota - Yearly Follow-up
Yearly evolution of Sales vs Quota

Sales vs Quota vs LY (YTD / MTD)

Sales vs Quota vs LY (YTD / MTD)
Sales vs Quota vs LY (YTD / MTD)Sales vs Quota vs LY (YTD / MTD)
Easily compare Sales vs Quota vs LY, both in MTD or YTD

Sales vs Quota vs LY (YTD / MTD) - table

Sales vs Quota vs LY (YTD / MTD) - table
Sales vs Quota vs LY (YTD / MTD) - tableSales vs Quota vs LY (YTD / MTD) - table
Easily compare Sales vs Quota vs LY, both in MTD or YTD (formatted as a straight table)

Behavioral Analytics

Sales vs Quota KPI Performance

Sales vs Quota KPI Performance
Sales vs Quota KPI PerformanceSales vs Quota KPI Performance
Visualize the overall performance of any of your Sales vs Quota KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Creating your SALES VS QUOTA dashboard Step-by-Step

You want to get a clear understanding on your Sales vs Quota results? You want to build a Tableau dashboard to better understand your Sales vs Quota data?

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Sales vs Quota 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
    Date Period (Date used for time-series analysis)
  • string
    (Level of detail of your sales/quota) Level of detail of Sales/Quota (could be entity, region, product line... or whatever + add any required level of detail in "customize dashboard")
  • numeric
    Sales Amount Sales Amount
  • numeric
    Quota Amount Quota Amount

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Sales vs Quota' 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 Sales vs Quota dashboard is already downloading :-)

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

Your Sales vs Quota dashboard is now ready to be used or customized!


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