Data Visualization plays a pivotal role in Data Analysis as it helps all types of users build reports and dashboards to analyze data from multiple sources. One such BI (Business Intelligence) tool used in the industry is Tableau. Tableau Dashboard Examples are some of the easiest and most interactive tools for visualizing data.
In this article, you will be introduced to Tableau, provided with an understanding of Tableau Dashboards, and learn about the Best Tableau Dashboard Examples.
Table of Contents
What is Tableau?
Tableau is a business intelligence tool that lets organizations derive insights from their data and build visualizations. Tableau is well known for its intuitive visualizations and ability to exploit advanced analytical features even for users without much technical background. It is available as a completely managed cloud-based service called Tableau online and as an on-premise server-based deployment called Tableau Server.
Tableau also offers a suite of supporting applications to help the users make the best use of Tableau Server and Tableau Online. Tableau Prep builder helps one to connect to different data sources and prepare them for analysis through calculated fields and cleansing. Tableau Prep conductor will help users to schedule jobs for dashboards and reports, monitor them, and provide debugging information. This post is about the best dashboards that you can create using Tableau.
Official Documentation of Tableau can be found here.
- Tableau Server or Tableau Online User Account.
- Basic understanding of Business Dashboards.
Understanding Tableau Dashboards
Tableau dashboards are collections of different views. Each view can represent a different kind of data and hence dashboards let users compare different types of data at the same time. Dashboards can be accessed from the ‘New Dashboard’ button that is seen in the bottom tab along with the sheets that the user is currently working on.
Creating dashboards is just about dragging views from the sheets section to the visualization area.
Creating the best-looking dashboards is not only about exploiting the visualization elements provided by Tableau. It is about thinking from the perspective of the audience and displaying the most relevant data bits in a form that is suitable for quick consumption. Broadly, creating dashboards is about thoughtful planning, informed design, and refinements. Tableau provides a lot of mechanisms for interactivity including tooltips and filters, Making use of them without cluttering the viewable area will lead to a pleasant dashboard experience.
You will now take a look at some of the best dashboards that can be used for Sales analytics, Marketing analytics, Customer Service analytics, and Financial Analytics.
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Best Tableau Dashboard Examples
You will be provided with 4 categories of Tableau Dashboard Examples mentioned as follows:
Sales Analytics Tableau Dashboard Examples
E-Commerce Sales Dashboard
This dashboard lets the users view the revenue from different categories and then drills down to show the revenue from the products from those categories. It also displays the pricing for products over the last months and the revenue garnered over the same period. This is extremely valuable in the eCommerce industry where the product pricing changes according to promotions and events.
You can find template for this Tableau Dashboard Examples here.
Regional Sales dashboard
This dashboard helps organizations to keep track of sales from different regions. It also allows drill down to the level of products that make up the Sales from these regions. It allows one to drill down to specific regions and shows the trend of sales in all regions as a snapshot. The sales manager can also get an idea about the profit that is being generated from these regions.
Executive Sales Dashboard
This dashboard is different from the others before in the sense that it gives a snapshot of how the entire organization is doing. It provides information on the Total Sales, Profit, and Shipping Costs. It also gives an indication about the supply chain by providing information on the number of days it took to ship. The average basket size helps executives to set the target for the next expansion.
Sales Pipeline Dashboard
In order to behave effectively in some firms, you must be able to detect pivot possibilities fast. This can help you gain a better understanding of your sales funnel and where your leads are coming from, allowing you to focus your efforts there to reach your goals. It allows you to slice data to monitor your sales pipeline in different layers and provides you with a better knowledge of the health and state of your dashboard.
This implies you’ll have more classified data in your pipeline, such as key performance indicators (KPIs), opportunity stages, sales reps, and so on. Sales executives, managers, and analysts can use the Sales Pipeline Dashboard to make decisions about the next steps for opportunities and transaction timescales.
It’s also handy for analyzing data for specific KPIs like partner involvement, product category, and so on. The template for this Dashboard can be found here.
Marketing Analytics Tableau Dashboard Examples
Marketing Funnel Dashboard
This dashboard helps marketers assess their campaigns. It gives information on how well the campaigns are succeeding in getting customers to register and order the services. It also provides information on the number of campaign emails delivered and what percentage of them was opened. You can get more details about this Dashboard here.
Social Media Tracking Dashboard
In an age where most of the marketing is done over social media, having the ability to track how well the money spent on social media marketing is working constitutes a big part of a digital marketer’s job. The below dashboard shows the effectiveness of marketing campaigns in multiple social media services – Facebook, Twitter, LinkedIn, etc in one single page. It provides information on Clicks, Comments, Likes, Impressions, etc. You can get more information about this Dashboard here.
Customer Service Tableau Dashboard Examples
Helpdesk Ticketing Dashboard
This Tableau dashboard provides information on how well the helpdesk is handling the tickets from customers. It provides information on all key performance indicators that a helpdesk management team generally considers. Total Open Tickets, Closed Tickets, Average Response Times, Tickets per particular status types, etc are displayed in a clean format. You can get more information about this Dashboard here.
Helpdesk Team Performance Dashboard
This dashboard is meant for a manager to analyze the performance of the individual team members. It provides information on the calls attended by individual members and provides the distribution of incoming and outgoing calls. It also provides information on abandoned and lost calls. You can get more information on this Dashboard here.
Financial Analytics Tableau Dashboard Examples
Profit and Loss Dashboard
This dashboard helps the senior management to visualize the Revenue, Earnings Before Tax, Earnings After Tax, Cost of doing Sales, etc. It also provides the changing trends of Profits, Costs, Taxes, Overtime, etc over the years. You can get the template for this Dashboard from here.
Employee Expense Analysis Dashboard
This dashboard provides details about the top items for which employees are raising expense requests. It gives details on the trend of top categories of items over the past weeks and employees who are contributing towards the top expense records. More details about this Dashboard are available here.
Accounts Receivable Analysis Dashboard
This dashboard is valuable for financial controllers who are responsible for tracking unpaid invoices and their impact on the bottom line. It provides information on the average number of days to settle invoices. It also categorizes invoices on the basis of age and lets the finance managers know about the amount of money stuck in various categories. Segmented information on the customers and geographies who are accountable for the invoices is also present. The template for this Dashboard can be found here.
Account Management 360 View Dashboard
If you work as a salesperson, one of the most crucial aspects of your job will be data. This is because data allows you to develop a road map of every step you’ve taken or will take in the future, so you can avoid making mistakes in your client interactions.
If your client has just had a negative service experience that you were unaware of, or if you have lost track of a pending contract, it will undoubtedly cause you trouble.
The 360 view dashboard solves this problem by allowing you to examine all of your key sales indicators on one page, giving you a better picture of your account. The template for this Dashboard can be found here.
Miscellaneous Tableau Dashboard Examples
Super Sample Superstore Dashboard
A superstore dataset is included with Tableau when you first install it. This dashboard aids in the analysis of the data. This data visualization tool aids in the development of better designs, methods, and data organization strategies for its users. To begin using the Sample Superstore, you must first choose a date period and location for your actions to be coordinated.
There are two types of dashboards: Descriptive and Prescriptive.
You can select a sub-region once you’ve highlighted a region. If you choose Europe as your region, for example, you can highlight Scotland to narrow down the descriptive dashboard even further. You can also opt to view performance by date granularity or year over year by changing the date formats.
The Prescriptive dashboard will assist users in comprehending the Descriptive dashboard outputs. In general, the Superstore Sample dashboard is used to examine sales trends, profit margins, shipment times, and other factors. The template for this Dashboard can be found here.
Healthcare Data Dashboard
Health-care Analysts are frequently faced with the task of dealing with large datasets. They deal with patient Demographics and must track downtrends in order to maintain data up to date. The Tableau Healthcare Data dashboard replaces the time-consuming manual process of organizing these statistics with a simple drag-and-drop interface that allows you to instantly link and display your data.
This Dashboard allows hospital administrators to manage and identify patient risk from a single screen, perhaps making it easier to comply with new rules. Some of the most well-known names in healthcare, such as Providence and Mount Sinai, are already using this data visualization tool to link and discover significant insights in their data.
One area in which this visualization tool has provided demonstrable value is in recognizing the trend of frequent short-staying patients versus long-staying patients. The template for this Dashboard can be found here.
Promotional Optimization Dashboard
Promotions account for more than 80% of retail sales, however spending money on business marketing without achieving the desired results is one of the most wasteful ways to spend money. If you’re in the habit of optimizing your trade promotions, you’ll find yourself asking questions like how your competitors are optimizing theirs, what sales level you can anticipate if you sell your products a certain method, and so on.
The Promotional Optimization dashboard provides answers to these issues to a large extent. Data from digital media, retailers’ data brokers, and previous promotions are used by the software. It allows you to visualize these data at all stages of the promotion process, including pre-promotion, during promotion, and after promotion. The template for this Dashboard can be found here.
The above dashboards can serve as a stepping stone for anyone who wants to exploit Tableaus’s visualization features to derive insights from their data. The visualization features coupled with Tableau’s advanced analytical features make it a very powerful tool for improving your business. The only vulnerability in Tableau’s armory is in the lack of support for some of the key cloud-based services which may be important for some organizations.
In this article, you were introduced to Tableau, provided with an understanding of Tableau Dashboards, and learned about the Best Tableau Dashboard Examples.
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