Tableau helps organizations to collaborate and uncover insights by providing interactive visualizations for huge amounts of data. There are various instances when the Sales team of a company needs to take objective decisions during its day-to-day operations. These insights need to be extracted from the huge amount of data that is usually handled by the intelligence team of the company. Understanding these insights intuitively in a short period of time can be tough, this is where Tableau Sales Dashboards come into the picture. These interactive Dashboards can help Sales teams make data-driven decisions quickly.
Multiple Sales Dashboards customized for the use case of the team help speed up the process. In this article, you will learn about the various kinds of Tableau Sales Dashboards that can be set up for the Sales team in your company.
Top 16 Tableau Sales Dashboards
Here are some examples of Tableau Sales Dashboard that can help you get inspiration for designing and deploying your own solution. You can build upon these samples according to your individual needs.
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1. Sales Pipeline Dashboard
A Sales pipeline provides a visual snapshot of where prospects are in the Sales process. Sales pipelines show you how many deals Sales Representatives are expected to close in a given week, month, or year and how close a Sales Representative is to reaching their Sales Quota. This Tableau Sales Dashboard can be used to analyze the status and health of the Sales Pipeline. This enables you to view information categorized by opportunity stages, KPIs, size buckets, timeline, and Sales Representative. This level of granularity of information can help track the progress of Sales Representatives and address the Leads generated efficiently. Other metrics include age and timeline of deals and other custom KPI relevant to the data. Sales pipeline software, seamlessly integrates with Tableau’s powerful analytics capabilities to provide comprehensive sales dashboards for better decision-making
The sample template of this Dashboard can be found here.
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2. Quarterly Sales Forecast Dashboard
Quarterly forecasts account for data over a three-month, or 90-day, time period. Quarterly forecasts can also come in the form of time series data graphs, balance sheet forecasts, or profit forecasts. This will help you to have a complete picture of the opportunities, the Sales pipeline, the details of the deal which are expected to grow. This Tableau Sales Dashboard will also help in drawing comparisons with forecasted data of Sales. This also provides information regarding best and worst-case scenarios and will help avoid taking risky decisions without objective data to back them up. Other metrics include Commit Case Forecast, Likely-Case Forecast, Best-Case Forecast.
The sample template of this Dashboard can be found here.
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3. Sales Growth Dashboard
Sales growth refers to the per cent growth in the net Sales of a business from one fiscal period to another. On the other hand, Net Sales take into account Total Sales Revenue – returns, allowances, and discounts. This Tableau Sales Dashboard helps you to segment the data in various categories such as Region, Segment, Salesperson. This also provides the option to view YoY comparisons. This categorization of data can help managers identify trends and patterns in different contexts. These trends can help make forecasts and set goals. Other key metrics include Amplified booking percentage and the ability to slice data on the basis of various criteria.
The sample template of this Dashboard can be found here.
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4. Sales Territory Assignments Dashboard
A Sales territory is the customer group or geographical area for which an Individual Salesperson or a Sales team holds the responsibility. Territories mentioned here can be defined on the basis of Geography, Sales Potential, History, or a combination of these factors. This Tableau Sales Dashboard provides a visual representation of territories, tracking the Sales activity in which can improve seller performance. Using this Dashboard can also help balance the workload across the Sales team. Other metrics include the ability to slice the data on the basis of various parameters.
The sample template of this Dashboard can be found here.
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5. Sales Lead and Account Activity Tracking Dashboard
Sales Lead refers to the data that identifies an entity as a potential buyer of a product or service. Companies usually gain access to Sales Leads through activities like advertising, trade shows, direct mailings, third parties, and other Marketing efforts. This Tableau Sales Dashboard provides information on the activities decided by the user which includes All Activity by Account, All activity by Contact, Trail Activity by Account, etc. This Dashboard helps to monitor trail users and actual users as well as content traffic. Therefore this will help you track the activities of users and the number of Leads generated from these chosen activities over a period of time.
The sample template of this Dashboard can be found here.
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6. Sales Account Management Dashboard
Account management refers to the post-sales role that focuses on nurturing client relationships. It has two primary objectives: retain clients’ business and grow those opportunities. Sales Representatives require complete data about every interaction with a customer in an account to avoid missteps in the relationship. This Tableau Dashboard provides a complete 360-degree view of these interactions. Other metrics include Lifetime Revenue (broken down by product offering) and other KPIs relevant to the data.
The sample template of this Dashboard can be found here.
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7. Executive Overview and Sales Summary Dashboard
This Tableau Sales Dashboard provides Sales Executives with an option to track quarter-to-date (QTD) Sales performance. Quarter-to-date (QTD) refers to the time interval that captures all relevant company activity that occurred between the beginning of the current quarter and the point at which the data was gathered later in the quarter. This Dashboard also helps review numbers in relation to the current quota and previous quarters categorized by product and opportunity. Other key metrics include Sales Quota difference and comparison of Quota with historical orders.
The sample template of this Dashboard can be found here.
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8. Sales Workflow Cockpit Dashboard
This Tableau Dashboard provides the user with the data that Sales Representatives need in one place. This includes the data regarding Sales Quotas, Lead Activity categorized by type, call-down lists, and customer insights. This data will majorly be sourced from the CRM software being used by the company. Other metrics include Lead activity by account, customer insights and CRM call down lists.
The sample template of this Dashboard can be found here.
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9. Sales Commission Model Dashboard
A Sales Commission is a business model in which additional compensation is received by the employee for meeting and exceeding the minimum Sales threshold. Under this method, the employers pay employees a Sales Commission to incentivize employees to produce more Sales and to reward and recognize people who perform exceptionally well for the company. This Tableau Sales Dashboard uses charts to visualize the Sales data and revenue of various Sales Representatives. One can make adjustments related to the base salary of reps and commission rate.
The sample template of this Dashboard can be found here.
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10. Sales Quota Dashboard
A Sales Quota refers to a time-bound Sales Target set by management for a particular region, Sales team, or Individual Sales Representative. These are often attached to a daily, monthly, or quarterly period.
This Tableau Sales Dashboard is ideal for marketing businesses and companies as it provides insight into company Sales Revenue and the difference from the company quota. This can aid in deciding the goals for Sales in an objective manner. It also categorizes data depending on geographical granularity. Other metrics include the Sales insights of each Salesperson and how much revenue each staff is bringing in.
The sample template of this Dashboard can be found here.
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11. Sales Call-Down Dashboard
The typical Call-Down Campaign timeline used by a Sales team will consist of a call, a follow-up email, the booking of a demo, and the transfer to whomever internally perform future account interaction. This Tableau Sales Dashboard is appropriate for tracking communication between companies, partners, and Leads. It helps the Sales team to prioritize their workflow. It depicts primed Leads to contacts according to their relevance and the criteria previously set. Other information includes Lead name, background, industry. This information in the Dashboard can be integrated with a CRM platform such as Salesforce.
The sample template of this Dashboard can be found here.
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12. Sales Segmentation Dashboard
Sales Segmentation refers to the process of establishing separate Marketing strategies to appeal to consumers with different needs, interests, budgets, or other attributes. It usually involves identifying segments of your potential customer base that have the greatest likelihood of purchasing the products or services offered by the company. This Tableau Sales Dashboard is relevant to the use case where the business is scaling up and will need a segmented Dashboard to efficiently monitor each region. Some metrics displayed here include product mix by the percentage of Sales, Business mic by the percentage of Sales, and Sales by industry and states.
The sample template of this Dashboard can be found here.
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13. Top Sales Accounts Dashboard
This Tableau Sales Dashboard displays the visual data to the top accounts (more specifically a rundown of accounts revenue over a particular period of time). Other information displayed includes Sales and pipeline revenue, Sales count, open opportunities, number of wins, win rate, etc. Other metrics include losses, Sales, and pipeline by industry.
The sample template of this Dashboard can be found here.
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14. Big Numbers KPI Dashboard
A Key Performance Indicator (KPI) refers to a measurable value that demonstrates how effectively a company is achieving key business objectives. Various organizations use KPIs to evaluate their success at reaching targets and quickly evaluating the overall situation of the department.
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This Tableau Sales Dashboard is relevant in cases where important metrics/information can get lost/overlooked due to the density of information being displayed to the user, here the important figures are displayed in a bigger font to attract the attention of the user. The big numbers are displayed on the top of this Dashboard and the relevant details are displayed below them. Choosing the right KPIs to display and positioning them in the correct manner so as to attract attention is important in achieving the objective using this Dashboard layout.
The sample template of this Dashboard can be found here.
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15. Account Sales Tracking Dashboard
This Tableau Sales Dashboard is catered towards individual use by a Salesperson. It includes information about set quotas, Sales value, active opportunities, losses, and wins. There is the provision of various filters such as date, Salesperson, country, product/service, and industry. There is an additional section where one can compare wins and losses.
The sample template of this Dashboard can be found here.
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16. Large Deals List Dashboard
This Tableau Sales Dashboard is relevant for the use case when the deals with a higher value are to be prioritized and tracked in real-time. It helps in the indemnification of large deals by sorting them based on value. It provides information about the deals that have been closed as well as the data pertaining to upcoming deals. Other metrics displayed include data of Account History, Transaction History, Running Total, Revenue generated from these deals.
The sample template of this Dashboard can be found here.
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Understanding the Importance of Tableau Sales Dashboard
The people working in the Sales team require an interface that can not only give them an overall view of the data at one glance but also provide them with the option to dive deeper into the details when they want to. As getting a sense of trends and important information can get tough with multiple sheets of tabular data, The Tableau Sales Dashboards help them get a sense of this important information in an illustrative manner at just a glance.
The Sales team at a company deals with multiple data generating points including multiple SaaS applications they utilize for daily operations. Such applications can include CRM [Customer Relationship Management] tools, Payment gateway tools, etc. The data from these sources need to be cleaned and brought into a centralized place to perform analysis and make a coherent sense out of the information.
The Sales Analytics team solves this issue by creating self-service Dashboards utilizing the centralized data from these multiple sources. These illustrative Dashboards are customized according to the needs of that particular division and can be used to show KPIs [Key Performance Indicators] relevant to that data. These KPIs and Graphs / Charts get updated in real-time depending upon the data source that has been connected.
Check out our beginner friendly guide for Using Calculated Fields in Tableau.
Parameters for Best Tableau Sales Dashboard
There are various parameters that need to be kept into consideration while designing the Tableau Sales Dashboard for that use case. These
parameters are described here as follows:
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1. Tableau Sales Dashboard Parameters: Audience
One needs to evaluate the audience which will be using the Tableau Sales Dashboard. This consideration would include the management level and the type of role of the people using the Dashboard.
2. Tableau Sales Dashboard Parameters: Choice of KPIs
This determines which information is relevant to the use case of the Sales Dashboard. It is also dependent on the data being used to extract the information. This could include the KPIs pertaining to quarterly forecast, quota attainment, growth, etc.
3. Tableau Sales Dashboard Parameters: Data Source Properties
This parameter would determine the frequency and the accuracy with which the data gets updated. Real-time updates in the data source will help in depicting the latest information in the Tableau Sales Dashboard.
4. Tableau Sales Dashboard Parameters: Sharing of Dashboard
This decides the way in which the Dashboard will be used by its various users. The Sales Dashboard can be hosted at an internal portal or can be embedded into other SaaS applications being used by the team. Tableau Sales Dashboard is scalable and can be accessed by multiple users at an organization.
Conclusion
In this blog, you learned about the basics understanding of the Best Tableau Dashboard on Sales, the parameters required to access them, and you were provided with 16 sample templates that may fit your Sales Analytics use-case. Investing money in quality data visualization tools can be a way to take your business to the next level using BI tools like Tableau. With such accurate and reliable data and organized information, businesses can make more informed decisions.
If you are looking for a guide to set up Sales Dashboards in Excel you can find the guide here, and if you are planning to set up Sales Dashboards in Power BI you can find the guide here.
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Abhishek is a data analysis enthusiast with a passion for data, software architecture, and writing technical content. He has experience writing articles on diverse topics such as data integration and infrastructure.