Sales (advanced) + Target

by Tableau

Free

Description

The Tableau Accelerator for Sales (advanced) + Target helps give you a jumpstart to getting data-driven insights for sales results and profitability. Sales managers can use this Accelerator to quickly drill down from top-level sales results to individual customer performance.

This Accelerator lets you understand your actual sales performance vs. a target.

Answer key business questions

  • What are our sales results?
  • What is our profitability?
  • Which sales groups generated 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?

Monitor and improve KPIs

  • Total Sales
  • Total Sales Margin
  • Total Sales Quantity
  • Average Selling Price
  • Active Customers #
  • New Customers #
  • Sales Margin %
  • Total Sales Costs
  • Sales Costs %
  • Sales per Customer

Required attributes

  • Date (date)
  • Customer (string)
  • Product (string)
  • Sales Group (string)
  • Sales Amount (numeric)
  • Sales Amount Target (numeric)
  • Sales Margin (numeric)

Partners of Choice

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

  • 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.

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator