LinPack-for-Tableau - Packs

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71 Dashboard Templates

Predefined (and customizable) KPIs
Predefined DataViz

▶ Transverse Functions

Sales

Sales Effectiveness

Sales (basic)

Sales (basic)

Simple but very efficient Sales dashboard. Only 4 attributes required: Date, Customer, Product and Sales Amount.

Sales (advanced)

Sales (advanced)

Sales (advanced)

Increase Sales Revenues by Acting on most profitable products/services. Engage more customers by understanding market behavior. Streamline your investments by targeting on added-value market segment

Sales (advanced)

Sales (expert)

Sales (expert)

Increase Sales Revenues by Acting on most profitable products/services. Engage more customers by understanding market behavior. Streamline your investments by targeting on added-value market segment Note: This pack is the "Sales (advanced)" template but enriched with key sales advanced analytics such as: RFM analysis, Customer Lifetime Value, Churn Rate, Price/Volume/Mix analysis....

Sales Planning

Pipeline / Opportunities (advanced)

Pipeline / Opportunities (advanced)

Pipeline / Opportunities (advanced)

Opportunity Management: Carefully monitor your Sales Pipeline to make sure you focus on the right opportunities. This pack only requires the opportunity amount and NOT the probability of conversion.

Pipeline / Opportunities (advanced)

Pipeline / Opportunities (expert)

Pipeline / Opportunities (expert)

Pipeline / Opportunities (expert)

Opportunity Management: Carefully monitor your Sales Pipeline to make sure you focus on the right opportunities

Pipeline / Opportunities (expert)

Customer Segmentation

RFM Analysis

RFM Analysis

Create a segmentation of your customer base using the RFM Analysis: Recency-Frequency-Monetary

Marketing

Digital Marketing

Web Traffic

Web Traffic

Better understand your website traffic data through a highly engaging and intuitive dashboard.

Digital Ads

Digital Ads

Better understand the efficiency on your Digital Ads campaigns: : Awareness, Engagement Investment Efficiency, Top Campaigns, Most efficient keywords...

Start-up

Digital Strategy

Digital Strategy

Digital Strategy

Complete Digital Strategy assessment for Start-ups: Customer Lifetime Value, Customer Churn, Marketing Campaign Profitability...

Digital Strategy

Finance

Finance

Financial Statement

Financial Statement

Financial Statement

Revenues, Operating Costs, Gross Margin %, Operating Profit, Net Profit %, Working Capital, Liquidity Ratio, ROI...

Financial Statement

Actual vs Budget Follow-up

Actual vs Budget Follow-up

Actual vs Budget Follow-up

Carefully monitor your Actual vs Budget

Actual vs Budget Follow-up

Profit & Loss

Income Statement

Income Statement

Income Statement

Revenues, Gross Margin, Gross Margin %, Operating Expenses, Operating Income, Operating Income %, OpEx to Revenues Ratio, COGS, Net Income

Income Statement

Income Statement (+Budget)

Income Statement (+Budget)

Income Statement (+Budget)

Revenues, Gross Margin, Gross Margin %, Operating Expenses, Operating Income, Operating Income %, OpEx to Revenues Ratio, COGS, Net Income (this version of the template includes Budget)

Income Statement (+Budget)

Balance Sheet

Balance Sheet (+Budget)

Balance Sheet (+Budget)

Balance Sheet (+Budget)

Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio... (this version of the template includes Budget)

Balance Sheet (+Budget)

Balance Sheet

Balance Sheet

Total Assets, Total Liabilities, Working Capital Ratio, Liquidity Ratio, Total Equity, Debt to income ratio...

Cash Flow

Bank Cash Flow

Bank Cash Flow

Monitor your bank accounts positions carefully: Balance, Cash Flow, Debits, Credits...

Accounts Payable

Accounts Payable

Accounts Payable

Get a clear view on your outstanding invoices and monitor your process to pay your providers

Accounts Payable

Accounts Receivable

Accounts Receivable

Accounts Receivable

Get a clear overview of your outstanding invoices and monitor your ability to collect payments from your customers.

Accounts Receivable

Human Resources

Headcount

Headcount (basic)

Headcount (basic)

Headcount (basic)

Analyze your Headcount across Organizations

Headcount (basic)

Headcount (advanced)

Headcount (advanced)

Headcount (advanced)

Analyze your Headcount and FTE across Organizations & Departments

Headcount (advanced)

Headcount (expert)

Headcount (expert)

Headcount (expert)

Management of human capital, the key asset of any organization. In few steps, get a full overview of the structure of your Workforce.

Headcount (expert)

Expenses

HR Expenses

HR Expenses

Every company has expenses. Every sales or services company has traveling costs. But most expense tools don't give you the insight information about how the expenses were spent. This Expense dashboard provides you with a way to discover unexpected expenses and track employee spending: identify ways to save money for your organization!

Salaries

Salaries

Salaries

Total Salaries, Average Monthly Salary, Gender Equality, Salary Coherence...

Procurement

Procurement

Spend Analytics

Spend Analytics

Spend Analytics

Spend analytics by vendor Only 4 attributes required: Date, Vendor, Spend Category and Spend Amount.

Spend Analytics

Purchasing

Purchasing

Minimize your supplier risks by pinpointing single-supplier dependencies. Identify savings opportunities by finding supplier rationalization opportunities. Gain full spend visibility by analyzing expenses across silos.

Procurement

Procurement

Get a 360° view on your procurement process: Spend Under Management, Contracts, Savings, Cost Reduction, Cost Avoidance, Risk Exposure...

Supply Chain & Production

Supply Chain

Shipment

Shipment

Monitor your ability to deliver goods with the highest quality: On-time deliveries, Delivery duration, On-going deliveries...

Inventory Management

Inventory

Inventory

Optimize your stock management (Missing Stock, Stock Surplus, Inventory Value...). Highlight Inventory issues by Warehouse, Items, Item Families...

Stock Coverage (ABC-XYZ)

Stock Coverage (ABC-XYZ)

Stock Coverage (ABC-XYZ)

Run an ABC-XYZ analysis on your item consumption to better assess your needs in terms of Stock Coverage

Stock Coverage (ABC-XYZ)

Quality & Production

Scraps (cost-based)

Scraps (cost-based)

Scraps (cost-based)

Quality Management: Analyze your Production Scraps [COST-based] - Top offenders, Top Scrap Reason, Scrap Rate

Scraps (cost-based)

Scraps (quantity-based)

Scraps (quantity-based)

Scraps (quantity-based)

Quality Management: Analyze your Production Scraps [QUANTITY-based] - Top offenders, Top Scrap Reason, Scrap Rate

Scraps (quantity-based)

Scraps (qty & cost)

Scraps (qty & cost)

Scraps (qty & cost)

Quality Management: Analyze your Production Scraps - Top offenders, Top Scrap Reason, Scrap Rate, Cost-based, Quantity-based...

Scraps (qty & cost)

General Services

Service Management

Call Center

Call Center

Assess and monitor the performance of your Call Center: Incoming Calls, Abandon %, Average Talk Time., Peak Hours...

Service Desk

Service Desk

Analyze the efficiency of your teams and agents. Challenge your ability to close cases. Manage your daily activity and monitor your backlog.

Travel Management

Business Travel (Air)

Business Travel (Air)

Business Travel (Air)

Travel Management: Get a complete understanding of your Business Travel (Air) Expenses: Total Air Spend, Average Ticket Price, Online Adoption Rate, Lowest Fare Available, Travelers Behavior...

Business Travel (Air)

Business Travel (Hotel)

Business Travel (Hotel)

Business Travel (Hotel)

Travel Management: Get a complete understanding of your Business Travels (Hotel) Expenses: Total Booking Volume, Average Room Price, Online Adoption Rate, Lowest Rate Available, Travelers Behavior...

Business Travel (Hotel)

Project Management

PMO

PMO

What are the projects at risk? How to better involve resources? Ensure your project portfolio is progressing according to plans.

Survey

Sentiment Analysis

NPS - Net Promoter Score

NPS - Net Promoter Score

NPS - Net Promoter Score

Get an instant overview of your Net Promoter Score Surveys

NPS - Net Promoter Score

Survey

Survey

Easily analyze the results of your surveys: Questions with Single Answer, Questions with Multiple Answers, Likert Scale Questions, NPS - Net Promoter Score Questions

Questionnaires

Single-Choice

Single-Choice

Easily analyze the results of your survey with Single-Choice Questions

Multiple-Choices

Multiple-Choices

Multiple-Choices

Easily analyze the results of your survey with Multiple Choice Questions

Multiple-Choices

Likert Scale

Likert Scale

Easily analyze the results of your Likert Scale surveys: "Strongly disagree", "Disagree", "Neither agree nor disagree", "Agree" or "Strongly agree"

▶ Specific to a Business Sector

Healthcare

Stays & Patients

Medical Stays

Medical Stays

Number of Patients, Inpatients / Outpatients, LOS - Length of Stay, Cost Index per Specialty...

Patient Record + DRG

Patient Record + DRG

Patient Record + DRG

Get instant overview on your Patient Records: Admissions, Stays, Discharges, DRG (Diagnosis-related group), Deceases, Patient Base...

Patient Record + DRG

Medical Visits

Encounters & Prescriptions

Encounters & Prescriptions

Encounters & Prescriptions

Monitor the interactions between a patient/member and healthcare provider(s) for the purpose of providing healthcare service(s) or assessing the health status of a patient: Members, Medications, Days of Supply...

Encounters & Prescriptions

Visits - Wait Time

Visits - Wait Time

Visits - Wait Time

Monitor the process of the medical visits in your healthcare centers: Check-in > Waiting > Exam

Visits - Wait Time

Finance (Bank, Wealth, FO...)

AuM Balance

AuM (NNM)

AuM (NNM)

Portfolio Management: Get a good better understanding of the volumes you manage (AuM). The pack requires Income, AuM, Market Effect and Net New Money.

AuM (Flows)

AuM (Flows)

Portfolio Management: Get a better understanding of the volumes you manage (AuM). The pack requires AuM, Market Effect, Inflow and Outflow.

AuM Profitability

AuM & Income (NNM)

AuM & Income (NNM)

AuM & Income (NNM)

Portfolio Management: Get a good better understanding of the volumes you manage (AuM) and their related Profitability (Income & Return on Asset). The pack requires Income, AuM, Market Effect and Net New Money.

AuM & Income (NNM)

AuM & Income (Flows)

AuM & Income (Flows)

AuM & Income (Flows)

Portfolio Management: Get a better understanding of the volumes you manage (AuM) and their related Profitability (Income & Return on Asset). The pack requires Income, AuM, Market Effect, Inflow and Outflow.

AuM & Income (Flows)

CAL Balance

AuM, Lending Stock (NNM, NNL)

AuM, Lending Stock (NNM, NNL)

AuM, Lending Stock (NNM, NNL)

Portfolio Management: Get a good better understanding of the volumes you manage (AuM & Lending Stock) The pack requires AuM, Market Effect, Net New Money, Lending Stock & Net New Lending.

AuM, Lending Stock (NNM, NNL)

AuM, Lending Stock (Flows)

AuM, Lending Stock (Flows)

AuM, Lending Stock (Flows)

Portfolio Management: Get a better understanding of the volumes you manage (AuM & Lending Stock). The pack requires AuM, Market Effect, Lending Stock, Inflow, Outflow.

AuM, Lending Stock (Flows)

CAL Profitability

AuM, Lending Stock & Income (NNM, NNL)

AuM, Lending Stock & Income (NNM, NNL)

AuM, Lending Stock & Income (NNM, NNL)

Portfolio Management: Get a good better understanding of the volumes you manage (AuM & Lending Stock) and their related Profitability (Income & Return on CAL). The pack requires Income, AuM, Market Effect, Net New Money, Lending Stock & Net New Lending.

AuM, Lending Stock & Income (NNM, NNL)

AuM, Lending Stock & Income (Flows)

AuM, Lending Stock & Income (Flows)

AuM, Lending Stock & Income (Flows)

Portfolio Management: Get a better understanding of the volumes you manage (AuM & Lending Stock) and their related Profitability (Income & Return on CAL). The pack requires Income, AuM, Market Effect, Lending Stock, Inflow, Outflow.

AuM, Lending Stock & Income (Flows)

Wealth

Wealth Management

Wealth Management

Wealth Management

Get a detailed understanding of your Wealth services: Asset Under Management (investment model, managers...), Clients (Flows, Avg AuM...), Profitability (Revenues, Expenses, Commissions...) and Clients P&L (Gains, TWR - Performance %...)

Wealth Management

Insurance

Insurance

Work Accidents

Work Accidents

Get a complete understanding of work accidents. Identify doctors who potentially delivers high work interruptions.

Retail

Retail

POS - Point of Sales

POS - Point of Sales

POS - Point of Sales

Get a complete understanding of your POS - Point of Sales Performance: Total Sales, Average Inventory, Inventory Turns...

POS - Point of Sales

Non-for-Profit

Fundraising

Donations (advanced)

Donations (advanced)

Donations (advanced)

Get full overview on your fundraising performance (Total Donations, Avg Gift, Top Donors, Appeals Performance...)

Donations (advanced)

Donations (expert)

Donations (expert)

Donations (expert)

Get full overview on your fundraising performance (Total Donations, Avg Gift, Top Donors, Appeals Performance...)

Donations (expert)

Education

Education

Admissions

Admissions

Select the best applicants for your programs: Acceptance Rate, Yield Rate... [One data line per application]

Telco

Telecommunications

Telco

Telco

Monitor the activity of your Telco network: Nb of Calls, Avg Setup Time, Dropped Calls...

▶ Specific to a Data Source

ERP & CRM

SAP

SAP SD

SAP SD

Increase Sales Revenues by acting on most profitable products/services. Engage more customers by understanding market behavior. Streamline your investments by targeting on added-value market segment.

SAP MM

SAP MM

SAP MM (Material Management) - Minimize your supplier risks by pinpointing single-supplier dependencies. Identify savings opportunities by finding supplier rationalization opportunities. Gain full spend visibility by analyzing expenses across silos.

Salesforce

Salesforce Sales Pipeline

Salesforce Sales Pipeline

Salesforce Sales Pipeline

SalesForce: Monitor your company’s sales pipeline to make sure it contains enough opportunities to meet current and future sales goals. You may want to focus on deals whose value grew or shrank in the last three months, or deals that moved into or out of a given target period.

Salesforce Sales Pipeline

Digital & Social Media

Google

Google Analytics

Google Analytics

Google Analytics

Better understand your website traffic data through a highly engaging and intuitive dashboard.

Google Analytics

Google Ads

Google Ads

Better understand the efficiency on your Google Ads campaigns: : Awareness, Engagement Investment Efficiency, Top Campaigns, Most efficient keywords...

Facebook

Digital Marketing with Facebook Ads: Develop your brand awareness, Engage with your prospects, Convert leads into purchases

Twitter

Engage with Twitter Ads: develop your brand, generate leads, increase purchases

ITSM

ServiceNow

ServiceNow

ServiceNow

ServiceNow (Incidents / Requests):Analyze the efficiency of your teams and agents. Challenge your ability to close cases. Manage your daily activity and monitor your backlog.

▶ TRIAL Templates

Trial

TRIAL

Google Analytics (TRIAL Version)

Google Analytics (TRIAL Version)

Google Analytics (TRIAL Version)

Better understand your website traffic data through a highly engaging and intuitive dashboard.

Google Analytics (TRIAL Version)

Sales (TRIAL version)

Sales (TRIAL version)

Sales (TRIAL version)

Increase Sales Revenues by Acting on most profitable products/services. Engage more customers by understanding market behavior. Streamline your investments by targeting on added-value market segment

Sales (TRIAL version)