Sales | Tableau Exchange

Sales

by Tableau

Description

The Tableau Accelerator for Sales gives you a jumpstart to getting data-driven insights into your sales performance. Sales managers can use this Accelerator to better understand and monitor sales results across customers, products, or any level of detail they might have in their data source.

This Accelerator allows you to easily measure sales performance versus last month, last year, your target, etc. It contains several dashboards that enable you to drill into the product or customer level of detail.

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 (Target) (optional)
  • Active Customers #
  • New Customers #
  • Sales per Customer

Required attributes

  • Date (date)
  • Customer (string)
  • Product (string)
  • Business Line (string)
  • Sales Amount (numeric)
  • Sales Amount Target (numeric) (optional)

Tech Specifications

Supported Layouts

Security and Legal

Accelerator