Sales Pipeline

by Tableau

Free

Description

The Tableau Accelerator for Sales Pipeline gives you a jumpstart to data-driven insights on the overall state of your sales pipeline.

Sales managers can use this Accelerator to better understand your sales opportunities so you can increase efficiency and improve decision-making.

Answer key business questions

  • What is the size of our sales pipeline: overdue, short, medium, and long term?
  • What was our ability to convert opportunities?
  • Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
  • How is our sales pipeline composed?
  • Which account(s) drive our ability to convert opportunities?

Monitor and improve KPIs

  • Nb of Open Opportunities
  • Pipeline Value
  • Sales Cycle
  • Total Sales
  • Nb of Opportunities
  • Nb of Closed Opportunities
  • Nb of Won Opportunities
  • Nb of Lost Opportunities
  • Total Closed Opportunities Amount
  • Avg Deal Size (won)
  • Avg Opportunity Size
  • Nb of Accounts
  • Nb of Owners
  • Nb of New Accounts
  • Total Opp. Amount
  • Sales Cycle (won)
  • Sales Cycle (lost)
  • Won/Lost Rate
  • Conversion Rate
  • Nb of Opp. per Account
  • Nb of Opp. per Owner
  • Sales Velocity

Required attributes

  • Opportunity Id (string)
  • Account (string)
  • Opportunity Owner (string)
  • Opportunity Type (string)
  • Opportunity Description (string)
  • Opportunity Stage (string)
  • Open Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
  • Won Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
  • Created Date (date)
  • (Estimated) Closed Date (date)
  • Amount (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • IBM - Global Salesforce and Business Expertise
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Latin America

  • Path - Data Intelligence by using Machine Learning and AI for the best decision making
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator