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](https://www.youtube.com/watch?v=LyaTwRGPdrY)

### 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 Margin** (numeric): Sales Margin amount
* **Sales Quantity** (numeric): Number of units sold

Sales and Margin

Assess & Improve your sales performance and profitability