Business dashboard template: DIGITAL STRATEGY

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Providea workbookcontaining at least9 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: actual revenues and marketing efficiency

Digital Strategy Top KPIs Breakdown

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

Digital Strategy Top KPIs Trends

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

9 required attributes

Date
Client
Client Registration Date
Product
Marketing Source
Revenues
Margin
Quantity
Marketing Costs

12 KPIs

11 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
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)

and 11 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: actual revenues and marketing efficiency

Digital Strategy Top KPIs Breakdown

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

Digital Strategy Top KPIs Trends

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

Campaign Performance

Marketing Profitability

Visualize the efficiency of your marketing investments

Sales Analytics

Customer Insight

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

Client Acquisition

Visualize the evolution of your new registered clients

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

Instantly know how your LTV evolves across cohorts

Active Customers Evolution by Cohort

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

Behavioral Analytics

Digital Strategy Adhoc Analysis

Perform simple ad-hoc analysis on your Digital Strategy data set: analyze any of your KPIs across any dimension

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!

Digital Strategy dashboard Live Demo

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 / 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 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).