dashboard template for tableau on ERP & CRM Salesforce Salesforce Sales Pipeline cockpit

Detailed presentation of the SALESFORCE SALES PIPELINE dashboard

Your SALESFORCE SALES PIPELINE dashboard will contain 24 KPIs

and 7 dashboard pages

Home

Salesforce Sales Pipeline Home

Salesforce Sales Pipeline Home
Salesforce Sales Pipeline HomeSalesforce Sales Pipeline Home
Get a Home Page for your Salesforce Sales Pipeline 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...

Sales Pipeline Analysis

Sales Pipeline Analysis
Sales Pipeline AnalysisSales Pipeline Analysis
This dashboard page provides you with insightful information on your pipeline KPIs aggregated at the level of detail of your choice.

Conversion Analysis

Conversion Analysis
Conversion AnalysisConversion Analysis
Get a better understanding of the drivers behind conversions

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
This dashboard shows your ability to close deals over time: Won/Lost Rate, Conversion Rate...

Pipeline Detail

Pipeline Detail
Pipeline DetailPipeline Detail
Details of all your opportunities

Creating your SALESFORCE SALES PIPELINE dashboard Step-by-Step

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

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Salesforce Sales Pipeline 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 [Opportunities.Opportunity ID]
  • string
    Account Customer/Prospect [Account.Account Name]
  • string
    Opportunity Owner Owner of the opportunity [Opportunities.Opportunity Owner]
  • string
    Opportunity Type Type of Opportunity [Opportunities.Opportunity Type]
  • string
    Opportunity Name Opportunity Name [Opportunities.Opportunity Name]
  • string
    Stage Opportunity Stage [Opportunities.Stage]
  • string
    Open Flag "Y" if the opportunity is Open [if [Opportunities.Closed] then "N" else "Y" end]
  • string
    Won Flag "Y" if the opportunity is Closed and Won [if [Opportunities.Won] then "Y" else "N" end]
  • date
    Created Date Opportunity Creation Date [Opportunities.Created Date]
  • date
    (Estimated) Close Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date [Opportunities.Close Date] (Date used for time-series analysis)
  • numeric
    Amount Opportunity Amount [Opportunities.Amount]
  • numeric
    Probability (%) Probability to win the opportunity (50 stands for 50%) [Opportunities.Probabilities (%)]

2nd STEP: Upload your Tableau workbook file

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

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

Your Salesforce Sales Pipeline dashboard is now ready to be used or customized!


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