Sales and Margin + Target

This Tableau Accelerator allows you to:

• Assess & Improve your sales performance and profitability
• 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
• Determine Customer Lifetime Value & Churn Rate
• Explain Price/Volume/Mix effect

Demo video

Answer key business questions

• What are our sales results? What is our profitability?
• Which Business lines generate the most sales?
• Who are our top customers? What is our level of profitability with them?
• How many active customers do we have? What about our ability to acquire new customers?
• How is our customer base segmented? What are the recommended marketing actions to address each customer segment?
• What is our Client Lifetime Value?
• What is our Client Churn Rate?

Monitor and improve KPIs

Sales

• Total Sales: Total Sales amount (expressed in currency)
• Total Sales Quantity: Number of units sold (expressed in units or equivalent units)
• Average Selling Price: Average price at which a particular Product is sold (expressed in currency)

Profitability

• Total Sales Margin: Amount of profit generated from the sales (expressed in currency)
• Sales Margin %: Share of profit generated from the sales (expressed in %)
• Total Sales Costs: All the direct and indirect cost amounts it takes to create/purchase a Product and sell it on the market (expressed in currency)
• Sales Costs %: Share of all the direct and indirect cost amounts it takes to create/purchase a Product and sell it on the market (expressed in %)

Customers

• Active Customers #: Number of distinct Customers having a sales transaction over the period
• 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)
• Customer Lifetime Value: Total amount of money a customer is expected to spend with your business, or on your products, during the lifetime of an average business relationship (this measure can be measured in revenues $ or margin $)
• Customer Churn Rate: Share of lost customers from one year to another

Required attributes

• Date (date): Sales date
• Customer (string): Customer name
• Product (string): The item which is actually 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): Sales target amount
• Sales Margin (numeric): Sales Margin amount
• Sales Margin Target (numeric): Sales Margin target amount
• Sales Quantity (numeric): Number of units sold