Sales vs Quota

299c-表:by Tableau|桜

531f-表:Launch Demo|桜

99e5-表:Description|桜

This Tableau Accelerator allows you to:

  • Assess your sales results vs quota
  • Appraise your sales performance from different perspectives: Month-to-Date, Year-to-Date, Actual vs Quota vs LY, Tabular View

Demo video

Answer key business questions

  • Have we achieved our sales quota? This month? Since the beginning of the year?
  • How do we perform compared to the previous month? Compared to last year?
  • Where do we need to focus our sales efforts?

Monitor and improve KPIs

  • Total Sales: Total Sales amount actual (expressed in currency)
  • Total Quota: Total Sales amount target (expressed in currency)
  • Sales vs Quota: Remaining sales to reach the quota (expressed in currency)
  • Sales vs Quota %: Quota attainment rate (expressed in %)
  • Quota Attainment %: Share of Sales Quota a person or an organisation was able to reach/attain (expressed in %)

Required attributes

  • Date (date): Period
  • Sales Amount (numeric): Sales Amount
  • Quota Amount (numeric): Quota Amount (add the level of detail of your choice to your dataset)

4c7a-表:Features|桜

c0b5-表:Supports data mapping|桜

6d57-表:Resources|桜