dashboard template for tableau on Sales e-Commerce Online Sales & Marketing cockpit

Required Attributes

To get your Online Sales & Marketing 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 When the sales happened (Date used for time-series analysis)
  • string
    Client Name/Identifier of the Client
  • date
    Client Registration Date When the client registered / When the marketing costs took place
  • string
    Product The item which is actually sold: product, service…
  • string
    Marketing Source Marketing Source
  • numeric
    Revenues Sales Revenues
  • numeric
    Margin Margin of the sale (amount, not %)
  • numeric
    Quantity Quantity of units sold
  • numeric
    Marketing Costs (optional)Marketing Costs

KPIs

Your Online Sales & Marketing dashboard will contain 12 KPIs

Dashboard Pages & Data Visualizations

Your Online Sales & Marketing dashboard will contain 12 pages

Home

Online Sales & Marketing Home

Online Sales & Marketing Home
Online Sales & Marketing HomeOnline Sales & Marketing Home
Get a Home Page for your Online Sales & Marketing dashboard

Cockpit

eCommerce Sales Cockpit

eCommerce Sales Cockpit
eCommerce Sales CockpiteCommerce Sales Cockpit
Get a clear picture on your eCommerce performance (sales and marketing efficiency): What are our Revenues? Which Products generate the most revenues? What is the performance of our marketing investments? What are our top Marketing Sources?

Online Sales & Marketing Top KPIs Breakdown

Online Sales & Marketing Top KPIs Breakdown
Online Sales & Marketing Top KPIs BreakdownOnline Sales & Marketing Top KPIs Breakdown
Get a transverse view on your top 6 Online Sales & Marketing KPIs, split by the dimension of your choice

Online Sales & Marketing Top KPIs Trends

Online Sales & Marketing Top KPIs Trends
Online Sales & Marketing Top KPIs TrendsOnline Sales & Marketing Top KPIs Trends
Visualize how your Online Sales & Marketing KPIs are evolving (Month-to-Date, Year-to-Date)

Campaign Performance

Marketing Profitability

Marketing Profitability
Marketing ProfitabilityMarketing Profitability
Visualize the efficiency of your marketing investments

Sales Analytics

Customer Insight

Customer Insight
Customer InsightCustomer Insight
Better understand your customer base (Customer Acquisition, Customer Profitability): How many active customers do we have? What about our ability to acquire news customers? Who are our top customers? What does our customer base look like?

Client Acquisition

Client Acquisition
Client AcquisitionClient Acquisition
Visualize the evolution of your new registered clients

Customer Detail

Customer Detail
Customer DetailCustomer Detail
Focus on a single customer and visualize your Sales performance with him

Customer Lifetime Value & Churn Rate

Customer Lifetime Value & Churn Rate
Customer Lifetime Value & Churn RateCustomer Lifetime Value & Churn Rate
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.

LTV Evolution

LTV Evolution
LTV EvolutionLTV Evolution
Analysis of your customer TLV - Lifetime Value by cohort (= year of customer registration on your portal)

Active Customers Evolution by Cohort

Active Customers Evolution by Cohort
Active Customers Evolution by CohortActive Customers Evolution by Cohort
Visualize the evolution of active customers across lifetime, split by cohort

Behavioral Analytics

Online Sales & Marketing Adhoc Analysis

Online Sales & Marketing Adhoc Analysis
Online Sales & Marketing Adhoc AnalysisOnline Sales & Marketing Adhoc Analysis
Perform simple ad-hoc analysis on your Online Sales & Marketing data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Creating your ONLINE SALES & MARKETING dashboard Step-by-Step

You want to get a clear understanding on your Online Sales & Marketing results? You want to build a Tableau dashboard to better understand your Online Sales & Marketing data?

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

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Online Sales & Marketing 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 When the sales happened (Date used for time-series analysis)
  • string
    Client Name/Identifier of the Client
  • date
    Client Registration Date When the client registered / When the marketing costs took place
  • string
    Product The item which is actually sold: product, service…
  • string
    Marketing Source Marketing Source
  • numeric
    Revenues Sales Revenues
  • numeric
    Margin Margin of the sale (amount, not %)
  • numeric
    Quantity Quantity of units sold
  • numeric
    Marketing Costs (optional) Marketing Costs

2nd STEP: Upload your Tableau workbook file

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

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

Your Online Sales & Marketing dashboard is now ready to be used or customized!


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