Business dashboard template: ONLINE SALES & MARKETING

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

Providea workbookcontaining at least8 attributes

Geta ready-to-use,best-in-marketONLINE SALES & MARKETING dashboard

Online Sales & Marketing Home

Get a Home Page for your Online Sales & Marketing dashboard

eCommerce 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

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

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

8 required attributes

Date
Client
Client Registration Date
Product
Marketing Source
Revenues
Margin
Quantity
Marketing Costs
(optional)
...add your own attributes!

12 KPIs

12 dashboard pages

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

KPIs

Your Online Sales & Marketing 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 Sales QuantitySum of Sales quantity
Distinct Items Sold #Number of distinct items sold over the period (catalog depth)
Average Selling PriceTotal Revenues / Total Sales Quantity (expressed in currency)
Active Clients #Number of distinct clients having a sales transaction over the period
Client LifetimeCustomer Lifetime: Average number of years between customers first and last purchase
Revenues per ClientTotal Revenues / Number of Clients (expressed in currency)
New Active Clients #Number of distinct NEW clients (first sales transaction over the period)

Dashboard Pages & Data Visualizations

Your Online Sales & Marketing dashboard will contain 12 pages

Home

Online Sales & Marketing Home

Get a Home Page for your Online Sales & Marketing dashboard

Cockpit

eCommerce Sales Cockpit

Online 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

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

Campaign Performance

Marketing Profitability

Visualize the efficiency of your marketing investments

Sales Analytics

Customer 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

Visualize the evolution of your new registered clients

Customer Detail

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

Customer 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

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

Active Customers Evolution by Cohort

Visualize the evolution of active customers across lifetime, split by cohort

Behavioral Analytics

Online 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!

Online Sales & Marketing dashboard Live Demo

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

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