Business dashboard template: DIGITAL STRATEGY

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Providea workbookcontaining at least14 attributes

Geta ready-to-use,best-in-marketDIGITAL STRATEGY dashboard

Digital Strategy Home

Get a Home Page for your Digital Strategy dashboard

Start-up Cockpit

Get a 360° view of your Start-up performance

Digital Strategy Top KPIs Overview

Get a transverse view on your top 6 Digital Strategy KPIs, split by the dimension of your choice

Digital Strategy Top KPIs Evolution

Visualize how your Digital Strategy KPIs are evolving (Month-to-Date, Year-to-Date)

14 required attributes

Date
Client
Client Registration Date
Country
State/Province
City
Product
Source
Filter 1
Filter 2
Revenues
Margin
Quantity
Marketing Costs

12 KPIs

16 dashboard pages

Detailed presentation of the DIGITAL STRATEGY dashboard

Your DIGITAL STRATEGY dashboard will contain 12 KPIs

Total RevenuesSum of Revenues
Total MarginSum of Sales Margin
Margin %Total Sales Margin / Total Revenues (expressed in %)
Total Sales CostsTotal Revenues minus Total Sales Margin (expressed in currency)
Sales Costs %Total Sales Costs / Total Revenues (expressed in %)
Total Sold QuantitySum of Sales quantity
Distinct Items Sold #Number of distinct items sold over the period (catalog depth)
Average Selling PriceTotal Revenues / Total Sold Quantity (expressed in currency)
Active Clients #Number of distinct clients having a sales transaction over the period
Revenues per ClientTurnover / Number of Clients (expressed in currency)
New Active Clients #Number of distinct NEW clients (first sales transaction over the period)
Total Marketing CostsTotal marketing costs

and 16 dashboard pages

Home

Digital Strategy Home

Get a Home Page for your Digital Strategy dashboard

Cockpit

Start-up Cockpit

Get a 360° view of your Start-up performance

Digital Strategy Top KPIs Overview

Get a transverse view on your top 6 Digital Strategy KPIs, split by the dimension of your choice

Digital Strategy Top KPIs Evolution

Visualize how your Digital Strategy KPIs are evolving (Month-to-Date, Year-to-Date)

Customer Analytics

Customer Insight

Get instant insight on your customers: Top customers, Evolution...

Customer Acquisition

Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...

Customer Lifetime Value

Predict of the revenues and profit attributed to the entire future relationship with a customer. Customer lifetime value can also be defined as the monetary value of a customer relationship.

Customer Lifetime Value by Cohort

Predict of the revenues and profit attributed to the entire future relationship with a customer. Customer lifetime value can also be defined as the monetary value of a customer relationship.

Cohort Evolution

Visualize the evolution of the cohort per month

GeoAnalytics

Digital Strategy Country Analysis

Visualize the performance of any of your Digital Strategy KPIs, at Country level

Digital Strategy State/Province Analysis

Visualize the performance of any of your Digital Strategy KPIs, at State/Province level

Digital Strategy City Analysis

Visualize the performance of any of your Digital Strategy KPIs, at City level

Trends Analytics

Digital Strategy Trends Analysis

Visualize the evolution of any of your Digital Strategy KPIs: Trends, Performance & Year over Year

Distribution Analytics

Digital Strategy Segmentation Analysis

Visualize the value of any of your Digital Strategy KPIs, split by the dimension you selected (market share analysis)

Market Share Analysis

Visualize the evolution of the Market Share. For any of your KPIs, for any your dimensions.

Digital Strategy KPI Performance

Visualize the overall performance of any of your Digital Strategy KPIs: what is the performance, how does this performance evolve, who contributes to this performance

Creating your DIGITAL STRATEGY dashboard Step-by-Step

You want to get a clear understanding on your Digital Strategy results? You want to build a Tableau dashboard to better understand your Digital Strategy data?

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Digital Strategy 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 When the sales happened (Date used for time-series analysis)
Client Name/Identifier of the Client
Client Registration Date When the client registered
Country Client Country
State/Province Client Province / State
City Client City
Product The item which is actually sold: product, service…
Source Marketing Source
Filter 1 Attribute your want to use as top filter #1
Filter 2 Attribute your want to use as top filter #2
Revenues Sales Revenues
Margin Margin of the sale (amount, not %)
Quantity Quantity of units sold
Marketing Costs (optional attribute) Marketing Costs

2nd STEP: Upload your Tableau workbook file

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