Sales
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This Tableau Accelerator allows you to:
- Assess & Improve your sales performance
- Predict evolution of sales
- Revive your customer base (based on suggested marketing actions)
- Deep-dive at the lowest level of detail: Customer, Business Line, Product
Answer key business questions
- What are our sales results?
- Are we on track compared to last year? Are we on track to meet our target?
- Which products drive the most sales?
- Who are our top customers?
- How many active customers do we have?
Monitor and improve KPIs
- Total Sales: Total Sales amount (expressed in currency)
- Total Sales (Target) (optional)
- Nb Active Customers: Number of distinct Customers having a sales transaction over the period
- Nb New Customers: Number of distinct new Customers acquired (first sales transaction over the period)
- Sales per Customer: Average sales amount by Customer (expressed in currency)
Required attributes
- Date (date): Sales date
- Customer (string): Customer name
- Product (string): The item sold: product, service...
- Business Line (string): The way you regroup items: product line, business line, product category…
- Sales Amount (numeric): Sales amount
- Sales Amount Target (numeric) -optional-: Sales target amount
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