This Tableau Accelerator allows you to:

* **Assess Performance of your Real Estate Investment**
* **Deep-dive to Property level of detail**
* **Identify the underlying drivers of your performance**
* **Measure improvements of Occupancy level over time**

[Demo video](https://youtu.be/UELrmUhVuEk)

### Answer key business questions

* How do our real estate investments perform?
* Which cities generate the most revenue?
* Which cities offer the best Net Rental Yield? For which property types?
* What are the drivers of our investment performance?
* Which property types perform best on Net Rental Yield and Occupancy Rate?
* Which properties perform best on Net Rental Yield?
* What is the rental performance of one specific property & how does it compare to similar properties?
* How do we perform in filling our properties over the time?

### Monitor and improve KPIs

#### *Properties*

* Nb Properties: Total number of managed properties
* Occupancy Rate: Assess how effectively real estate is monetized by comparing actual revenue generated with the maximum theoretical revenue at full occupancy
* Property Cost: Property acquisition costs (including all fees)

#### *Expenses*

* Total Expenses: Refer to the sum of all costs and financial obligations associated with owning and maintaining a property on a monthly basis

#### *Vacancy Cost*

* Vacancy Cost: The difference between the max theoretical revenue (based on monthly rent amount at 100% occupancy rate) and the real revenue (expressed in currency)

#### *Revenues*

* Total Revenue: Overall income generated from a real estate investment during a specific period (expressed in currency)
* Net Revenue: Total income generated from a real estate investment after deducting all related expenses and costs (expressed in currency)

#### *Yield*

* Gross Rental Yield: Property's Total Revenue over the selected period relative to the Property Cost over the selected period ("Nb of months" in the period \* "Property Cost"/12)(expressed in percentage)
* Net Rental Yield: Property's Net Revenue over the selected period compared to the Property Cost over the selected period ("Nb of months in the period" \* "Property Cost"/12) (expressed in percentage)

### Required attributes

* **Month** (date): Monthly snapshot
* **Property No** (string): Unique identifier of the property
* **Property** (string): Designation of the property
* **Amenities** (string): Standard, Mid-range, High-End, Luxurious, ...
* **Property Type** (string): Apartment, Furnished Apartment, House, Studio ...
* **Bedrooms** (string): Number of bedrooms in the property
* **Bathrooms** (string): Number of bathrooms in the property
* **Living space** (numeric): Property size in sq ft
* **Country** (string, role: country): Country in which the property is located
* **City** (string, role: city): City in which the property is located
* **ZipCode** (string, role: zipcode): ZipCode in which the property is located
* **Latitude** (numeric, role: latitude): Property Latitude
* **Longitude** (numeric, role: longitude): Property Longitude
* **Monthly Rent** (numeric): Monthly Property Rent Amount
* **Monthly Revenue** (numeric): Monthly Revenue of the property
* **Monthly Expenses** (numeric): Monthly Expenses of the property
* **Property Cost** (numeric): Total cost of the property (including all fees to buy it - set same value for each month

Real Estate Investment

Assess Performance of your Real Estate Investment

Real Estate

Sales

English

TOLSupported

Built by Tableau + Salesforce

Data Mapping enabled

Desktop

This Tableau Accelerator allows you to revive your customer base (based on marketing actions suggested by an RFM analysis).

[Demo video](https://youtu.be/-5RLOvEp91E)

RFM stands for Recency, Frequency, and Monetary value, each corresponding to a key customer trait. These RFM metrics are important indicators of a customer’s behavior because frequency and monetary value affects a customer’s lifetime value, and
recency affects retention, a measure of engagement.

For each determined customer trait (Recency, Frequency and Monetary), **the method assigns a mark from 1 to 5 to each customer (1 is bad, 5 is good).**

* Recency: *When was the last sales transaction with this customer?*
 * Very recently? It's a 5.
 * A long time ago? It's a 1.
* Frequency: *How often do we sell to this customer?*
 * Very often? It's a 5.
 * Rarely? It's a 1.
* Monetary: *How much did we sell to this customer across its entire lifetime?*
 * High volume? It's a 5.
 * Very low volume? It's a 1.

For each customer, the method then determines an RFM Profile such "555" (obviously your best customers), "543"... "111".
The method then regroups RFM profiles into RFM Segments. Each segment consolidates customers having the same sales characteristics, to whom the method details a recommended marketing action.

### Answer key business questions

* How is our customer base segmented?
* What are the recommended marketing actions to address each customer segment?
* Which customers constitute each of our RFM segments?

### Monitor and improve KPIs

* Total Sales: Total Sales amount (expressed in currency)
* Active Customers #: Number of Customers (having a sales transaction)

### Required attributes

* **Date** (date): Sales date
* **Customer** (string): Customer name
* **Sales Amount** (numeric): Sales amount

RFM Analysis

Revive your customer base (based on marketing actions suggested by an RFM analysis).

Marketing

This Tableau Accelerator allows you to:

* **Compare your sales performance against competitors**
* **Assess competition trend**
* **Identify promising territories**
* **Pinpoint product outliers**
* **Assess arising markets**
* **Deep-dive to a specific market or a specific territory**

[Demo video](https://youtu.be/nN4_DSfBxP0)

### Answer key business questions

* How do we perform against competitors?
* What is our market share? What is our market share across markets?
* What is our performance across markets?
* In which states are we most competitive?
* Who are our main competitors?
* How is our market share growing over time?

### Monitor and improve KPIs

#### *Market*

* **Total Market Size**: Total amount of sales (expressed in currency)

#### *Our company*

* **Our Sales**: Total amount of our company's sales (expressed in currency)
* **Market Share**: Share of sales made by one company (or one product) compared to the overall market size (expressed in %)

### Required attributes

* **Date** *(date)*: Sales date
* **Country** *(string, role: country)*
* **State** *(string, role: state)*
* **Market** *(string)*: Market, Product Category
* **Product** *(string)*: Name of the product sold
* **Company** *(string)*: Company to which the Brand belongs to
* **Is our Company Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' if this is our company.
* **Sales Volume** *(numeric)*: Sales volume (in currency)

Sales Market Share

Compare your sales performance against competitors

Retail

*Price realization is a process by which you evaluate your sales performance between two periods for a consistent scope of products (namely, you focus exclusively on products that were sold on both periods of time). This approach is often used to measure the selling price variation from one period to another (following a price policy change, for instance).*

This Tableau Accelerator allows you to:

* **Measure your ability to achieve the prices you set for your products or services in the market**
* **Focus your efforts on top offenders**
* **Identify outliers**
* **Audit prices evolution**
* **Deep-dive at lowest level of detail**

### Why Price Realization is important

Analyzing price realization is crucial for businesses and organizations for several reasons. Price realization refers to the ability of a company to achieve the prices it sets for its products or services in the market. It is an essential metric that provides valuable insights into the effectiveness of a company's pricing strategy and its overall financial performance. Here are some reasons why analyzing price realization is important:

* **Profitability Assessment**: Price realization directly impacts a company's revenue and profitability. By analyzing how well the company is able to realize the prices it sets, management can assess whether the pricing strategy is effective in maximizing revenue and generating profits.
* **Competitive Positioning**: Understanding price realization helps companies gauge their competitive positioning in the market. If a company consistently achieves higher prices than its competitors, it indicates that customers perceive the product or service as offering superior value.
* **Pricing Strategy Evaluation**: Price realization analysis helps evaluate the success of a company's pricing strategy. It allows businesses to assess whether the pricing structure, discounts, and promotions align with customers' willingness to pay and market conditions.
* **Demand and Customer Behavior**: Studying price realization can provide insights into customer behavior and demand elasticity. A company can identify how price changes affect customer demand and adjust its pricing approach accordingly.
* **Product and Market Segmentation**: Analyzing price realization across different products and market segments can highlight which products or customer groups are more price-sensitive and which ones are more willing to pay a premium. This information helps in refining product and market strategies.
* **Sales Performance Evaluation**: Price realization analysis can also provide feedback on the performance of sales teams. If a company consistently fails to achieve its target prices, it might indicate the need for better sales tactics or negotiation skills.
* **Optimizing Pricing Tactics**: Companies can use price realization data to optimize pricing tactics, such as bundling, tiered pricing, or volume discounts, to maximize overall revenue and profitability.
* **Identifying Price Leakage**: Price realization analysis can help uncover instances of price leakage, where customers receive products or services at lower prices than intended. This could be due to unauthorized discounts, unmonitored channels, or other pricing inconsistencies that can impact a company's bottom line.
* **Investor and Stakeholder Confidence**: For publicly-traded companies, price realization metrics can influence investor and stakeholder confidence. Demonstrating a strong ability to achieve set prices can positively impact a company's valuation and reputation.

Overall, analyzing price realization provides actionable insights that can guide businesses in refining their pricing strategies, improving profitability, and maintaining a competitive edge in the market.

### Answer key business questions

* What is the price realization for our products?
* In which region the price realization is the largest / lowest?
* How price realization is impacting revenue?

### Monitor and improve KPIs

*(The Price Realization calculation is currently done at "Product & Customer" level of detail. This level of detail can be changed in the pick-list at the top of each page.)Two periods are defined in the user-interface: Period 1 and Period 2. For each period, we only focus on combinations of "Product & Customer" which were **sold in both periods**. This scope defined by these combinations, defines the concept of "Matched Revenues: Period 1" or "Matched Revenues: Period 1", respectively the amount of revenues generated by these combinations over Period 1 and Period 2.The same principle applies for "Matched Quantity" and "Matched Average Selling Price".*

#### *Sales*

* **Total Revenues**: Total Sales amount (expressed in currency)
* **Total 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)

#### *Price Realization*

* **Price Realization**: Impact of price variation (between Period 1 Average Selling Price and Period 2 Average Selling Price) on Period 2 revenues, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Price Realization %**: Impact in % of price variation (between Period 1 Average Selling Price and Period 2 Average Selling Price) on Period 2 revenues, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

#### *Matched Revenues*

* **Matched Revenues (Period 2)**: Revenues generated in Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Matched Revenues (Period 2 vs Period 1)**: Difference in % of Revenues generated between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

#### *Matched Quantity*

* **Matched Quantity (Period 2)**: Total quantity sold in Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in units)
* **Matched Quantity (Period 2 vs Period 1)**: Difference in % of Quantity sold between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in units)

#### *Matched Avg Price*

* **Matched Avg Price (Period 2)**: Average Selling Price over Period 2, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)
* **Matched Avg Price (Period 2 vs Period 1)**: Difference in % of Average Selling Price between Period 2 and Period 1, for all "Product & Customer" (level of detail to be chosen in the pick-list at the top of the page) that were sold both during Period 1 and Period 2 (expressed in currency)

### Required attributes

* **Date** *(date)*: Sales date
* **Customer** *(string)*: Customer name
* **Product** *(string)*: The item which is actually sold: product, service…
* **Sales Group** *(string)*: The way you regroup sales: business line, product category…
* **Sales Agent** *(string)*: Sales agent name
* **Country** *(string)*: Country where the sales occurred
* **City** *(string)*: City where the sales occurred
* **Sales Amount** *(numeric)*: Sales amount
* **Sales Quantity** *(numeric)*: Number of units sold

Price Realization

Measure your ability to achieve the prices you set for your products or services in the market

This Tableau Accelerator allows you to:

* **Assess & Improve your sales performance**
* **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**

[Demo video](https://youtu.be/0i4sWHsCAVk)

Answer key business questions

* What are our sales results?
* Are we on track compared to last year? Are we on track to meet our target?
* Which products drive the most sales?
* Who are our top customers?
* How many active customers do we have?

Monitor and improve KPIs

* Total Sales: Total Sales amount (expressed in currency)
* **Total Sales (Target)** (optional)
* Nb Active Customers: Number of distinct Customers having a sales transaction over the period
* Nb 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)

Required attributes

* **Date** (date): Sales date
* **Customer** (string): Customer name
* **Product** (string): The item sold: product, service...
* **Business Line** (string): The way you regroup items: product line, business line, product category…
* **Sales Amount** (numeric): Sales amount
* **Sales Amount Target** *(numeric)* -optional-: Sales target amount

This Tableau Accelerator allows you to:

* **Assess & Improve your efficiency in handling emergency calls**
* **Better serve citizens across areas**
* **Better allocate your resources to areas that need it most**
* **Adapt your staffing to activity peaks**

[Demo video](https://youtu.be/N15AxXQJNRk)

### Answer key business questions

* What volume of calls for service do we have to manage?
* What are the most common types of incidents?
* Where do we operate the most?
* How effective are our stations in handling a call for service?

### Monitor and improve KPIs

#### *Incidents*

* Nb Incidents: Total number of incidents over the period
* Distance: Average distance between the station selected to operate and an incident

#### *Durations*

* Time to Dispatch: Average time needed to dispatch a call to a station (time from First call to Dispatch, expressed in min)
* Time to En Route: Average time needed for a station to start a vehicle to the scene of an incident (time from Dispatch to En route, expressed in min)
* Time to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the first call (time from First call to Arrival, expressed in min)
* Time from En Route to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the call is finished (time from En Route to Arrival, expressed in min)
* Time from Call to Arrival: Average time needed for a vehicle to arrive to the scene of incident since the first call (time from First call to Arrival, expressed in min)

#### *SLA Targets*

* Time to Dispatch Target: According to SLA, max time to dispatch a call to a station (time from First call to Dispatch)
* Time to En Route Target: According to SLA, max time for a station to start a vehicle to the scene of an incident (time from Dispatch to En route, expressed in min)

#### *Adherence to Dispatch SLA*

* Nb Incidents in Dispatch SLA: Total number of incidents that were dispatch within Service Level Agreement: [Actual Dispatch Time] <= [Target Dispatch Time]
* Incidents in Dispatch SLA %: Share of incidents that were dispatch within Service Level Agreement: [Actual Dispatch Time] <= [Target Dispatch Time] (expressed in %)
* Nb Incidents not in Dispatch SLA: Total number of incidents that were dispatch outside Service Level Agreement: [Actual Dispatch Time] > [Target Dispatch Time]

#### *Adherence to En Route SLA*

* Nb Incidents in En Route SLA: Total number of incidents where "en route" took place within Service Level Agreement: [Actual En Route Time] <= [Target En Route Time]
* Incidents in En Route SLA %: Share of incidents where "en route" took place within Service Level Agreement: [Actual En Route Time] <= [Target En Route Time] (expressed in %)
* Nb Incidents not in En Route SLA: Total number of incidents where "en route" took place outside Service Level Agreement: [Actual En Route Time] > [Target En Route Time]

### Required attributes

* **Incident #** (string): Incident unique identifier
* **Call Date Time** (datetime): Date and time the incident was reported
* **Incident Type** (string): Nature of the incident ("Fire Alarm","Explosion","Vehicle Fire"...)
* **Incident Description** (string): Longer description of the incident ("Accidental activation fire alarm..."...)
* **Station** (string): Station to which the emergency call was first dispatched
* **Country** (string, role: country): Country where the incident occurred
* **State** (string, role: province): Province/State where the incident occurred
* **Incident City** (string, role: city): City where the incident occurred
* **Incident ZipCode** (string, role: zip code): Zip code where the incident occurred
* **Incident Latitude** (numeric, role: latitude): Latitude of the incident
* **Incident Longitude** (numeric, role: longitude): Longitude of the incident
* **Station City** (string, role: city): City in which the station in charge of the incident is located
* **Station Zip Code** (string, role: zip code): Zip code in which the station in charge of the incident is located
* **Station Latitude** (numeric, role: latitude): Latitude of the station in charge of the incident
* **Station Longitude** (numeric, role: longitude): Longitude of the station in charge of the incident
* **Time to Dispatch (in sec)** (numeric): Time needed to dispatch the call to a station (expressed in seconds)
* **Time to Dispatch Target (in sec)** (numeric): Maximum time allowed to dispatch a call to a station (expressed in seconds)
* **Time to En Route (in sec)** (numeric): Time needed for the station to start a vehicle towards the scene of the incident (from dispatch to en route - expressed in seconds)
* **Time to En Route Target (in sec)** (numeric): Maximum time allowed for the station to start a vehicle towards the scene of the incident (expressed in seconds)
* **Time to Arrival (in sec)** (numeric): Time required for the vehicle to arrive at the scene of the incident (from en route to arrival - expressed in seconds)
* **Distance** (numeric): Distance from the station to the scene of the incident (expressed in miles or kilometers)

Emergency Calls 

Assess & Improve your efficiency in handling emergency calls

Mobile

Public Sector

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

This Tableau Accelerator allows you to:

* **Conduct overall sales pipeline review**
* **Assess and improve your sales performance:**
 * Pipeline generation
 * Ability to convert opportunities
* **Understand & grow each opportunity owner's profile (based on profiling & recommended trainings)**
* **Breakdown your pipeline at any level of detail**
* **Focus your efforts on areas with best conversion**
* **Assess performance improvements over time**
* **Drill-back at Opportunity level of detail, directly in your Sales Pipeline Application and take immediate actions**

[Demo video](https://www.youtube.com/watch?v=o_wYapuh2HM)

*Compared to a standard Pipeline, a Weighted Pipeline introduces the concept of "Probability of Closing" (expressed in %) for each opportunity, which allows a more accurate and realistic analysis of the pipeline.*

#### 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

#### *Open opportunities*

* Pipeline Value: Total amount of open opportunities (expressed in currency)
* Weighted Pipeline Value: Total amount of open opportunities, weighted by probability of closing (expressed in currency)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### All opportunities

* Nb of Opportunities: Total number of opportunities (open or closed)
* Avg Opportunity Size: Average amount of opportunities, whether they are open or closed (expressed in currency)

#### *Closed opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* Total Sales: Total amount of opportunities won (expressed in amount)
* Nb of Closed Opportunities: Number of opportunities that are closed
* Nb of Won Opportunities: Number of opportunities that were won
* Nb of Lost Opportunities: Number of opportunities that were lost
* Sales Cycle: Average time it takes to close an opportunity (only considering won opportunities)
* Sales Cycle (won): Average time it takes to win an opportunity
* Sales Cycle (lost): Average time it takes to close an opportunity (only considering lost opportunities)
* Avg Deal Size (won): Average amount of won opportunities (expressed in currency)

#### *Performance*

* Won/Lost Rate: Share of the number of opportunities won in relation to the number of all closed opportunities (expressed in %)
* Conversion Rate: Share of the amount of opportunities won in relation to the amount of all closed opportunities (expressed in %)
* Sales Velocity: Determines how fast you are making money (you bring back about that much every day) (expressed in currency)

### Required attributes

* **Opportunity Id** (string): Opportunity Unique Identifier
* **Account** (string): Customer/Prospect name
* **Opportunity Owner** (string): Owner of the opportunity
* **Opportunity Type** (string): Type of Opportunity
* **Opportunity Description** (string): Opportunity Description
* **Opportunity Stage** (string): Opportunity Stage (according to your standards)
* **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): Opportunity Creation Date
* **(Estimated) Closed Date** (date): Actual Closed Date is the opportunity is Closed, else Estimated Close Date
* **Amount** (numeric): Opportunity Amount
* **Probability %** (numeric): Probability to win the opportunity (0.5 stands for 50%)

Weighted Sales Pipeline

Conduct overall sales pipeline review (opportunities having a probability of close)

Supply Intelligence is a plug&play, expert-built, analytical application for Supply Chain, that will help you to improve the efficiency of your Supply Chain ([demo video](https://www.youtube.com/watch?v=GwPSU8Qg61E)).

The efficiency of your Supply Chain is assessed from two different perspectives:

* Sales Perspective: *How are we impacted by product shortages?*
* **Resilience Perspective**
 * The Resilience of your Supply Chain is analyzed along 5 pillars:
 * **Supply vs Demand Reliability** - *How we are able to meet customers' demand?*
 * **Inflation Impact** - *How are we impacted by inflation?*
 * **Logistics Reliability** - *Are we able to deliver our customers on-time / in-full?*
 * **Quality Reliability** - *Do we face a lot of returns because of defective products?*
 * **Inventory Availability** - *Do we have enough stock to meet upcoming demand?*
 * A similar assessment is done towards your procurement process and the ability of your suppliers to provide the level of service you expect from them
 * Supply Intelligence consolidates those strategic pillars into **Resilience Scores** (from *very high* to *very low* resiliency)
 * A Resilience Score for each product you sell
 * A Resilience Score for each material/equipment you purchase
 * A Resilience Score for each supplier

Not only will this Accelerator save you a year's worth of work, but most importantly, it will provide you with immediate business outcomes:

* Measure the impact of crisis: inflation, shortages, stock-outs
* Anticipate disruptions and define priorities
* Improve sourcing strategy: eradicate single supplier dependencies for instance
* Optimize inventory management: replenishment process, buffer stocks, inventory controls
* Identify bottlenecks and identify alternative sourcing plans

### Answer key business questions

* How resilient are my Products / Materials / Suppliers?
* How are we exposed to material price increases?
* Are we delivered on time?
* Do we receive a lot of defective materials?
* Is our demand for materials fulfilled?
* Do we have enough stock to meet upcoming demand?
* Are we able to meet customer demand?
* Are we able to deliver to our customers on-time / in-full?
* Do we face a lot of returns because of defective products?

### Monitor and improve KPIs

* Supply vs Demand: Supply, Demand, Shortages
* Price: Price Index, Average Buying/Selling Price
* Logistics: Delivery Time , Replenishment Time, OTIF %
* Quality: Defects (Qty, $, %)
* Inventory: On-hand Quantity, Out-of-Stock, Below Safety Stock, Over Stock, Missing Stock...
* Resilience: for each Product, each Material, and each Supplier
* ... **a total of 80+ KPIs**

### Required attributes

10 tables are required, linked by a pivot table:

* **Materials** [4 attributes]
* **Material Purchases** [21 attributes]
* **Suppliers** [5 attributes]
* **Materials Inventory** [10 attributes]
* **Bill of Materials** [2 attributes]
* **Products** [4 attributes]
* **Products Inventory** [10 attributes]
* **Products Sales** [19 attributes]
* **Warehouses** [4 attributes]
* **Customers** [4 attributes]

Supply Intelligence

Gain a comprehensive and holistic view of your supply chain

Supply Chain & Manufacturing

Procurement

*NPS stands for 'Net Promoter Score' which is a metric used in customer experience programs.Each customer is asked to answer the following question: “On a rating from 1 to 10, how likely would you recommend our services to a friend?”.Usually marks from 1 to 6 are categorized as “Detractors”, marks from 7 to 8 are categorized as “Passives” and marks from 9 to 10 are categorized as “Promoters”*

This Tableau Accelerator allows you to:

* **Understand how customers rate their experiences with your company**
* **How the quality of your customers' experience evolved over time**

[Demo video](https://youtu.be/pmWFSf4mJrA)

### Answer key business questions

* What is my Net Promoter Score?
* Do we evolve in the right direction?
* What are the predominant feelings of my result base?
* Is the overview of their response match what I expected?
* How evolves the number of participations?

### Monitor and improve KPIs

#### *Participation*

* **Total Answers**: Total number of answers to the survey
* **Avg Score**: Average score given by survey participants

#### *NPS Categories*

* **Net Promoter Score**: Net Promoter Score (NPS) is a customer loyalty metric that measures the likelihood that a customer will recommend a company's products or services to others, with a scale of 0 to 10, with 0 being "not at all likely" and 10 being "extremely likely". NPS is used by companies to gauge the level of customer loyalty and to identify areas where improvements can be made. Customers who respond with a 9 or 10 are considered "promoters", those who respond with a 7 or 8 are considered "passives", and those who respond with a 0 to 6 are considered "detractors".
* **Total Promoters**: Total number of Promoters (i.e. Score >=9)
* **Promoters %**: Share of promoters among survey participants (expressed in %)
* **Total Passives**: Total number of Passives (i.e. Score between 7 and 8)
* **Passives %**: Share of passives among survey participants (expressed in %)
* **Total Detractors**: Total number of Detractors (i.e. Score <7)
* **Detractors %**: Share of detractors among survey participants (expressed in %)

### Required attributes

* **Survey Date** *(date)*: Date of survey
* **Answer Score** *(numeric)*: Integer Value for each answer, expected values between 0 ("not at all likely") and 10 ("extremely likely")

NPS - Net Promoter Score

Understand how customers rate their experiences with your company

Human Resources

Customer Service

This Accelerator allows you to assess and improve your ability to deliver your customers on-time, in-full.

This Accelerator will split your shipments in three categories:

* Ready for Pickup: *All the shipments that are still to be shipped*
 * **Estimate expected shipment duration based on past shipments**
 * **Define pickup priorities**
 * **Identify bottlenecks**
 * **Benefit from an ideal pickup workload plan for the upcoming days to meet delivery promise**
 * **Drill at shipment level of detail and with a single click, open any shipment in your source application to take immediate actions**
* In Transit: *All the shipments that were shipped but not delivered yet*
 * **Estimate what volume of shipments will be delivered late or on-time**
 * **Benefit from an analysis of the underlying reasons for your late shipments: 'late pickup' or 'longer shipment than usual'**
* Completed: *All the shipments that were delivered*
 * **Assess your ability to deliver to your customers on-time**
 * **Breakdown this performance by carrier, route, center or transportation mode to find outliers and patterns**
 * **Pinpoint problematic routes**
 * **Identify the root causes of your late shipments and where to focus your efforts**

[Demo video](https://youtu.be/fLbOJTQcYYY)

### Answer key business questions

* What shipments should be prepared for pickup?
* Which countries must be delivered?
* What shipments are In Transit?
* Were completed deliveries made on time?
* What are the identified delays?

### Monitor and improve KPIs

#### *Shipments*

* Shipments ready for Pickup: Number of shipments that have not been shipped yet
* Shipments In Transit: Number of shipments that have been shipped but not yet delivered
* Shipments Completed: Number of shipments that were actually delivered to the recipient
* Recipients #: Number of recipients for which deliveries are planned over the period

#### *Quality of Service*

* Late Deliveries: Number of late shipments i.e. delivered after expected delivery date (for completed shipments)
* Late Deliveries %: Share of shipments that were delivered after the expected delivery date (expressed in %)
* On-Time Deliveries: Number of shipments that were delivered before or at the expected delivery date (for completed shipments)
* OTD - On-Time Deliveries %: Share of shipments that were delivered on-time (expressed in %)

#### *Durations*

* Actual Delivery Duration: Average number of days it took to deliver shipments (from Shipment Date)
* Expected Delivery Duration: Average duration that the shipment should last to arrive at expected delivery date (for completed shipments)
* Actual vs Expected (days): Average number of days between the expected and the actual delivery date (for completed shipments)

### Required attributes

* **Shipment id** (string): Shipment Unique Identifier
* **Carrier** (string): Company that transports goods
* **Main Transportation Mode** (string): The means by which goods are transported from the shipper to the recipient
* **Shipment Date** (date): Date of the Shipment (Null if not yet shipped)
* **Expected Delivery Date** (date): Date when the delivery is expected
* **Actual Delivery Date** (date): Actual date when the delivery was done (Null if not yet delivered)
* **Shipper** (string): Organization that fulfills the request for goods
* **Shipper Country** (string): Country of the Shipping Organization
* **Shipper City** (string): City of the Shipping Organization
* **Shipper Latitude** (numeric): Latitude of the Shipping Organization
* **Shipper Longitude** (numeric): Longitude of the Shipping Organization
* **Recipient** (string): Customer receiving the goods being shipped
* **Recipient Country** (string): Country of the Recipient Organization
* **Recipient City** (string): City of the Recipient Organization
* **Recipient Latitude** (numeric): Latitude of the Recipient Organization
* **Recipient Longitude** (numeric): Longitude of the Recipient Organization

Shipment

Assess and improve your ability to deliver your customers on-time, in-full

The Splunk connector provides a smooth and easy way to connect to Splunk Enterprise over JDBC. The connector contains an embedded SQL Engine that pushes supported SQL operations to the data source and processes unsupported operations client-side:

* Issue complex queries using SQL-92 compliant operations and clauses.
* Leverage server-side data processing for supported operations.
* Build new relationships and custom datasets.


The connector supports bulk extract operations, query push-down, client functions, aggregation, and advanced TLS/SSL data encryption.

Version requirements for the connector - Tableau Version 2021.1



Splunk

Denodo is the leader in data virtualization providing agile, high performance data integration and data abstraction across a broad range of data sources, and real-time data services at half the cost of traditional approaches.

Tableau already includes a native connector for Denodo, which uses the PostgreSQL ODBC driver to connect to Denodo. This connector you are downloading relies on the JDBC driver of Denodo. Use this connector if the native connector does not suit your environment.

This connector is compatible with Denodo 8.0 and Denodo 7.0.

**Note**: the version "2.0.0" of this connector requires Tableau 2023.1. If you are using an earlier version of Tableau, download the version 1.0.5 of the connector ([denodo_jdbc_1.0.5.taco](https://community.denodo.com/kb/files/denodo_jdbc_1.0.5.taco)).

Denodo JDBC

Tableau Connector for Denodo that uses the JDBC driver.

Amazon Neptune is a fast, reliable, fully managed graph database service that makes it easy to build and run applications that work with highly connected datasets.

SQL is the de facto standard for data and analytics and one of the most popular languages among data engineers and data analysts. The Amazon Neptune JDBC driver provides a read-only SQL interface that allows SQL-based tools to easily access property graph and Resource Description Framework (RDF) data stored in Amazon Neptune using Gremlin, openCypher or SPARQL queries. With the Amazon Neptune JDBC driver, you can visualize data with Tableau Desktop and run SQL queries with developer tools like DbVisualizer.

Amazon Neptune

The Amazon Neptune JDBC driver provides a SQL interface that allows access to Amazon Neptune.

This connector provides a smooth and easy way to connect to ServiceNow.

Through this connector, customers can leverage APIs provided by ServiceNow to extract data from their on premise or cloud instance for analysis in Tableau.

Note: This connector will replace the legacy [ServiceNow ITSM](https://help.tableau.com/current/pro/desktop/en-us/examples_servicenow.htm) connector available in Tableau.  This connector leverages a locally installed JDBC driver and is not limited to the ITSM schema. This connector is not currently supported by Tableau Cloud.

ServiceNow

With the Amazon S3 connector by Tableau, you can see and understand data in common file formats by accessing it from any of your S3 buckets. Using Tableau’s [Hyper technology](https://www.tableau.com/products/technology) to provide fast query performance, your analysts can prep, discover, and share insights across the enterprise with ease and efficiency. With the combination of Tableau Cloud Web Authoring, and data in S3, you can have a completely cloud-native analytics experience!

Amazon S3 (beta)

See and understand data from your Amazon S3 buckets in Tableau.

SingleStoreDB unifies transactions and analytics in a single engine to drive low-latency access to large datasets, simplifying the development of fast, modern enterprise applications. SingleStore's advanced indexing and query optimization capabilities allow businesses to quickly and efficiently access their data, making it possible to perform real-time analytics

Together, Tableau and SingleStoreDB provide a powerful solution for businesses looking to gain insights from their data in real-time. SingleStore's high-performance relational database makes it possible to perform real-time analytics, while Tableau's data visualization capabilities make it easy to understand and act on the insights generated by the data. The two products are easily integrated, allowing businesses to quickly start using the solution, and improve their performance and decision-making capabilities

SingleStoreDB JDBC

Visualize and analyze your SingleStoreDB data in real-time.

The Ocient Hyperscale Data Warehouse transforms and loads data in seconds, enables organizations to store and analyze more data, and executes queries on hyperscale datasets up to 100x faster. Removing barriers of cost at a massive scale, Ocient can be deployed as a service, in the cloud, or in your data centers. With the ability to support either ELT or ETLT loading, streaming ingests, and add-on machine learning models in the database, Ocient is pushing the boundaries of what’s possible in analyzing datasets beyond petabytes.

Ocient JDBC

Ocient DB provides Real-Time Relational Analytics on Datasets larger than 10 petabyte or beyond

Localize listing name

OpenSearch is a scalable, flexible, and extensible open-source software suite for search, analytics, and observability applications licensed under Apache 2.0. Powered by [Apache Lucene](https://lucene.apache.org/) and driven by the [OpenSearch Project community](https://opensearch.org/about.html), OpenSearch offers a vendor-agnostic toolset you can use to build secure, high-performance, cost-efficient applications. Use OpenSearch as an end-to-end solution or connect it with your preferred open-source tools or [partner projects](https://opensearch.org/partners).

Besides basic filtering and aggregation, OpenSearch SQL also supports complex queries, such as querying semi-structured data, JOINs, set operations, sub-queries etc. Beyond the standard functions, OpenSearch functions are provided for better analytics and visualization. Please check our [documentation](https://github.com/opensearch-project/sql#documentation) for more details.

OpenSearch

The OpenSearch Project JDBC driver provides a SQL interface that allows access to OpenSearch

Looking to conduct holistic data analysis without waiting for data engineers to move your data from its source?

**Starburst** leverages Trino, formerly PrestoSQL, an open-source, distributed SQL query engine, to make better decisions with lightning-fast access to all data, no matter where it lives.

 
Starburst solves for the intersection of ever-increasing data volumes and data consumers. We help our customers de-prioritize data movement while they give their teams consistent, easy, and fast SQL-based access to all their data to support rapid data analytics. We call this the data consumption layer.

 
 
 
Starburst Enterprise is a fast and scalable SQL engine. Architected for separation of storage and compute, Starburst Enterprise is cloud native and can query data in S3, Hadoop, SQL and NoSQL databases, and other data sources.

 
 
 
Starburst Galaxy provides all the benefits of the best in class MPP SQL engine, on an easy to use, **fully managed,** enterprise-ready SaaS platform. Run interactive analytics across your data sources in minutes with fast performance at scale.

Starburst Enterprise

Starburst brings you fast, single point of access SQL queries for all your data sources.

Amazon DocumentDB (with MongoDB compatibility) is a scalable, highly durable, and fully managed database service for operating mission-critical MongoDB workloads.

SQL is the de facto standard for data and analytics and one of the most popular languages among data engineers and data analysts. The Amazon DocumentDB JDBC driver provides a SQL interface that allows SQL-based tools to easily access JSON data stored in Amazon DocumentDB. With the Amazon DocumentDB JDBC driver, you can visualize JSON data with Tableau Desktop and run SQL queries on JSON data with developer tools like DbVisualizer.

Amazon DocumentDB

The Amazon DocumentDB JDBC driver provides a SQL interface that allows access to Amazon DocumentDB.

Pixel Perfect extension is a one stop print ready reporting solution which can support:
- Print Ready and well formatted reports in Tableau
- Make reports available in popular export formats like pdf, ppt, excel, csv, doc, html etc.
- Paginated Reports with Page Numbers, Page Breaks and Repeatable Headers
- Flat Reports without limitations to number of rows and columns
- Report Distribution via email and SFTP

To experience the workflow please visit our [Tableau Server](https://pixelperfecttableau.useready.com/#/site/PPR_Demo_Site/projects/253) 

Username: PPR_Explorer

Password: PPR@Useready#321

Pixel Perfect

Pixel Perfect is a Tableau extension for print ready well formatted reporting.

Write & Export Data

The Kinetica Geospatial Analytics extension for Tableau harnesses the power of Kinetica's server-side geospatial rendering to deliver virtually unlimited scale of geospatial visualization in Tableau.

Link the extension to a geospatial table in Kinetica and choose from several rendering options, like discrete features or heatmap, and customize the colors as desired. Visualize points, polygons, and time-ordered traces on a default or custom basemap of your choosing. When used in conjunction with Kinetica’s ODBC/JDBC connector, filters applied in Tableau or geospatial filters defined in the Kinetica extension will instantly update all results in the dashboard.  Clicking on an area in the map will open a pop-up with detailed table information about the features near the point of interest.

New features in this version include:

* Cross filtering from Kinetica to Tableau
* Class break rendering
* Support for multiple layers of geospatial data rendered server-side
* Support for calculated fields

For more information, visit our [documentation site](https://docs.kinetica.com/7.1/analytics/tableau/kin_geo_viz_tableau/)

Kinetica Geospatial Analytics

Analyze billions of points, lines & polygons on a map with Kinetica database server-side rendering.

New Viz Types

Advanced Analytics

The HierarchyFilter extension was built by Tableau Visionary [Merlijn Buit](https://twitter.com/merlijnbuit) and Tableau employee [Russ Goldin](https://www.linkedin.com/in/russellsgoldin/).

This extension visualizes flat or recursive data into a Hierarchy filter. Instead of having multiple filters in your dashboard, you can create a hierarchy filter with only one.

### Features

* Multi-select (hold command/windows key).
* Filter on any level in the hierarchy.
* Search the hierarchy.
* Select all / Clear all.
* Interact with filters / parameters and worksheets.
* Lots of formatting options.

**Clean up your filter pane and let users interact in a new way with dashboards!**

### Get Started

Everything you need to know to get up and running with HierarchyFilter: [Product Guide](https://appsfortableau.infotopics.com/support/documentation/hierarchyfilter-product-guide/).
Download a demo workbook here: [Demo Workbook](https://trial-appsfortableau.infotopics.com/download/gallery-workbooks/hierarchy-filter)

### Disclaimer

This is the free version of HierarchyFilter. Do you want to use this product on premise and without a watermark?
Please contact our support: [Contact Support](https://appsfortableau.infotopics.com/support/contact-support/).

 
**Stay updated on our latest features and news!**

Contact: [Support](https://appsfortableau.infotopics.com/support/contact-support/)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

HierarchyFilter

Visualize flat or recursive data into a beautiful hierarchy filter.

Custom Filters

Free

The Add Filters Extension lets dashboard authors customize which filters are visible on a dashboard. Empower dashboard consumers to customize the dashboard by adding filters that meet specific needs. It aids in quicker exploration of data without the need to contact the original author to drive change requests for adding desired filters to the dashboard and reduces the visual clutter of irrelevant filters. 

Add Filters is an object that authors add to their dashboards which then opens up this new capability for consumers. Once end-users have a filter configuration that suits their needs, they can create a custom view to save their work.


Add Filters Extension

Add Filters offers customized dashboards by showing/hiding filters, parameters, pages, & sheets

Sandboxed

Show In Object Pane

Simple Tableau Extension that allows users to create styled backgrounds for their Dashboard objects and containers. Leverages Bootstrap CSS, Tailwind CSS color, and additional extended classes.

Addition documentation can be found here [Github Link](https://github.com/FsuLauncherComp/BootstrapTableau) 

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

Sunburst charts help us visualize hierarchical data and provide quick summaries. 

But in most cases, when the breakdowns are more at each level, inference gets tougher. That's the problem we are solving with this Dynamic Sunburst Chart by adding the ability to drill down. 

After a quick configuration, the extension will visualize your data as a Sunburst Chart, and any interaction on the chart will drill it down to the next level. 
This helps the user get both the high-level and individual element-specific from the same chart or widget. 

Dynamic Sunburst Chart

Dynamic sunburst chart helps you visualize hierarchical data instantly and explore with drill-downs

The Inovista Animator is a web based application that allows users to import SVG images and create intelligent animations that change their behavior based on external data.
This Tableau extension allows a user to take a data-driven animation created in the Inovista Animator and load it into Tableau. Variables in the animation can be linked directly to Tableau data values or defined as user editable properties.

In the Animator, a full range of animations are available including Movement, Rotation, Scaling, Path Animation, Text Animation, Clipping, Masking, Text Offsets, Morphing and Wave Motions. Animation can also be driven by events such as mouse clicks.
 
Highlights:

This extension will take any animation created in the Inovista Animator and convert it into a Tableau component. Animations may be charts or infographics driven by Tableau data or simply decorative items such as moving logos.

The animations can be exported from the Animator as JSON files or they can be copied to the clipboard. In Tableau, the JSON file can be loaded or can be pasted directly from the clipboard.

In the Animator, all aspects of the animation can be modified by creating variables, for example, how much of an image to display to simulate a bar chart. Each variable can be defined as either a data item or property. In Tableau, data items are linked to Tableau data and properties can be set by the user. 

Examples of properties may be fonts or colors. 
Once defined, data values can be updated by a filter and/or parameter change. 
View a short YouTube video to learn more:

The Inovista Animator for Tableau Extension: [https://youtu.be/OH9anhm7FZQ] 

View a short introduction to the Animator: [https://youtu.be/nCvLoHKSIxo]

Animator for Tableau

Create custom, data-driven chart and infographic animations based on any SVG image.

Close the loop by collaborating immediately from your dashboard in Microsoft Teams. Share your insights and align by sending messages with a link to your Tableau dashboard. People will see the exact dashboard you shared with filters and parameters applied! Tableau vizzes can even be shared with people who do not have Tableau yet so that you can collaborate with everyone at every time. 

Before you can use the extension, you need to follow [this guide](https://appsfortableau.infotopics.com/support/documentation/dreamteams-trial-guide/)

### 1. Share your Insights
DreamTeams allows you to easily share your visualizations from Tableau to Microsoft Teams in a channel or private message. Add your findings and start to collaborate! 
### 2. Tag your Audience
Notify your colleagues or people outside your organization with mentions in DreamTeams, so they never miss a message from you. 
### 3. Send a link to your Dashboard
DreamTeams allows you to send a link to your Tableau dashboard. The link contains all the filters and parameters you apply, so your receivers will see precisely what you see. Simple. 
Notify people inside and outside your organization with mentions in DreamTeams, so they never miss a message from you! Get access to all your teams and channels in Tableau in just one click and share your visualizations.

### Use cases:
• Close the loop by collaborating immediately from your dashboard  
• Get access to all your teams and channels in Tableau in just one click  
• Share Tableau vizzes with your colleagues right from Tableau.  
• Share Tableau vizzes and collaborate with people even if they do not have Tableau yet.  
• Share your insights and align by sending messages with a link to your Tableau dashboard. People will see the exact dashboard you shared with filters and parameters applied.  
• Notify people inside and outside your organization  

### **Get started!**

Before you can use the extension, you need to follow this guide: [Before you start](https://appsfortableau.infotopics.com/support/documentation/dreamteams-trial-guide/)

Download the [demo workbook](https://trial.appsfortableau.com/download/ceece519-9634-4b02-b9a1-3b60e12d43b4/dream-teams-gallery-workbook) with examples and instructions.

Learn more about the DreamTeams extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/dreamteams/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/dream-teams-product-guide/).

**Disclaimer** 
The free version of this extension is limited and can be used for testing purposes only. To experience the fully functional extension, request an enterprise trial here: [https://appsfortableau.infotopics.com/enterprise/](https://appsfortableau.infotopics.com/extensions-for-tableau/dreamteams/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

DreamTeams

Close the loop and collaborate immediately from your Tableau dashboard in Microsoft Teams!

Viz Formatting

Custom Viz Actions

The ShowMeMore extension for Tableau fills in the blanks when you need to embed visualization types not present in the default Tableau “Show me” set.

Always wanted to embed an interactive **Sankey diagram** to visualize flows? In urgent need for a flexible **Radar Chart** in your HR dashboards? Visualize a dynamic **Network Graph** in your Tableau dashboard to illustrate your department structure? No problem with the Show me more extension for Tableau!

This extension offers various extra visualization types not being present in the Tableau “**Show me**” pane.

### **Create beautiful new visuals in Tableau with just a few clicks!**
Tableau guides you towards best practice visualizations with the excellent “Show me” button but what if you need a different type of graph in your dashboard? Creating new visualizations can be challenging… ShowMeMore enables you to serve new graph types to your customers special needs!
- Instant access to new visualizations in Tableau
- Autosuggest the best visualization type
- Interact with sheets, filters, parameters and highlights
- No programming skills – drag and drop

### **Get started!**
Learn more about the ShowMeMore extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

### **Disclaimer**
The free version of this extension is limited to 1 ShowMeMore extension to your dashboard. To experience the fully functional extension, request your free trial here: https://appsfortableau.infotopics.com/request-free-trial/

**Stay updated on our latest features and news!**

Contact: support@appsfortableau.com 

https://appsfortableau.infotopics.com/

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)


ShowMeMore 2.0

Add new visualization types like the Sankey Diagram and Radar Chart to your Tableau Dashboards.

Works with Tableau Public

When you want to customize your dashboard for your clients, part of that customization might entail displaying their company's logo when one of their users opens the report. This Extension enables you to dynamically determine which custom image or logo will be displayed based on values in your data, such as their company name. Particularly useful when used with row-level security. [Demo available here!](https://embedding.biztory.com/t/Demo/views/CustomLogoExtensionDemo/Dashboard)

Custom Logo

Dynamically display an image/logo based on the values in your data, customizing your dashboard.

Tableau Exchange

Accelerators

Dashboard Extensions

Connectors