The Accelerator for Call Center Analytics allows customer contact center administrators to manage their customers' experiences--and their call center operations. This dashboard provides managers with insights into the needs of customers and the reasons and times that they call; performance of agents; and at-risk customers, so that they can identify and remediate customer issues, make sure the right agents are working at the right times, and make sure that their staff have the right skills to deliver a great customer experience.

This Accelerator, which is based on customer deployments and projects, is powered by Tableau's own Call Center data from the [Call Center Accelerator](https://exchange.tableau.com/products/623): the data models are based on common data models for call centers, and while this Accelerator may use the same data as Tableau's own, it's designed to show users who are newer to Tableau how they can get immediate value from Tableau, meet business needs rapidly, and progress on their journey of data democratization and discoverability.

You can connect directly with phData to learn about their [Call Center expertise](https://www.phdata.io/call-center-analytics-services/).

### Answer Key Business Questions

* How many customers call, and how many hang-up before we can answer?
* How long do our customers wait for their call to be answered before they hang up?
* What percentage of our customers are satisfied with their experience?
* How are agents performing based on total call volume, customer satisfaction, and first call resolution?

### Monitor and Improve KPIs

* Total Calls
* Abandoned Calls
* Answered Calls
* Wait Time until Abandon
* Wait Time until Answer
* First contact resolution rate

### Required Data Attributes

* Abandon Flag (string) Y/N if call is abandoned
* Agent (string)
* Call # (string) Unique ID of call
* Call Date Time (datetime) Date and time of call
* Call Reason (string) Reason for call
* Customer (string) Customer Name
* First Contact Resolution Flag (string) Y/N of first contact resolution
* Customer Satisfaction (int) Score 1.0 to 5.0
* Talk Time (s) (int) Total talk time on call
* Wait Time (s) (int) Total wait time on call

Call Center Agent Analytics

Monitor the customer experience and call center agent performance

English

Customer Service

This Accelerator for Sales, Customer, and Product Performance allows consumers to understand the performance of their sales and margin at a high level through a cockpit-style view. The three dashboards provide you with KPIs that are critical to understanding the performance of your business, and the phData team has built these dashboards with the Sales Performance data source that Tableau uses for its own Accelerators.

For questions about the dashboard,[ connect with phData.](https://www.phdata.io/thank-you/tableau-accelerator-download/)

### Answer Key Business Questions
* What are my year-to-date sales?
* What was my sales margin last month?
* How does my margin percentage compare to last year?
* How are my total sales cost compared to last month?
* How are my sales trending versus the target over time?
* What are the trends in my top customers?
* What are my top business lines?
* How are my top product groups performing versus last year?
* How many new customers have I acquired over the past year?
* How many more active customers do I have this month compared to last month?
* Which products are performing the best?

### Monitor and Improve KPIs
* Sales
* Sales Margin
* Sales Margin %
* Total Sales Cost
* Top Customers by KPI
* Top Products by KPI
* New Customers
* Active Customers
* Sales/Customer
* Sales vs Target
* Margin vs Target
* Margin % vs Target
* Average Price

### Required Data Attributes
* Customer (String)
* Order Date (Datetime)
* Sales Amount (Number)
* Sales Amount Target, Number (Decimal)
* Country, String (Geography)
* State, String (Geography)
* City, String (Geography)
* Product (String)
* Product Code (String)
* Product Line (String)
* Product Sub Group (String)
* Sales Group (String)
* Sales Margin (Number)
* Sales Margin Target (Number)

Sales, Customer, and Product Performance

Insights into sales, customer, and product performance show you how your business is performing

Retail

Sales

The Accelerator for Sales Performance depicts monthly revenue achievement towards a specific quota (performance.) It provides immediate visibility into quota performance for regions, territories, and sellers. The Performance Comparison dashboard provides year over year context for performance.

SpringML built this Accelerator to adapt easily to commonly used Sales data models, and it can be adapted easily for Sales Cloud, as well. [Get in touch with SpringML's](https://www.springml.com/tableau-accelerator/) sales analytics experts to find out how they can help you.

### Answer Key Business Questions
- How is sales performance achievement compared to prior periods?
- How do my sales teams rank against each other?
- Which sellers are the highest performers?
- Which sellers or teams consistently exceed quotas?
- Are assigned quotas realistic for associates?

### Monitor and Improve KPIs
- Median attainment 
- Median performance %
- % of associates meeting quota
- Associate rank
- Performance vs Median

Sales Performance

Sales performance--and opportunities for improvement--across your organization

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The 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**

### 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)
* Nb of Open Opportunities: Number of opportunities that are currently open

#### *All opportunities*

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* 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
### Understand the Data Model Requirements

#### The Accelerator shows data from these objects:

* Opportunity (custom field Opportunity Created Date (CreatedDate\_\_c))
* Account
* User

Salesforce Sales Cloud Sales Pipeline

Sales Cloud: Conduct overall sales pipeline review

TOLSupported

ERP & CRM

Built by Tableau + Salesforce

Desktop

Salesforce

*Sales Pipeline is the process by which an organization converts its sales opportunities (or leads) into sales.*

The 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**

*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

* Total Closed Opportunities Amount: Total amount of opportunities that are closed (expressed in currency)
* 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%)

### Understand the Data Model Requirements

Salesforce Sales Cloud Weighted Pipeline

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

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.

The new Sharepoint Lists (JDBC) Connector provides access to your valuable business data stored in Sharepoint using the newest JDBC driver.  Support for features like Azure AD modern authentication and the Microsoft Graph REST API makes it easier than ever to analyse and share insights.

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


[Exasol]([https://www.exasol.com/](https://www.exasol.com/)) is the fastest in-memory database built for analytics. With this connector you can connect to your Exasol database securely via TLS and authenticate through username and password or Kerberos.

Exasol JDBC

Enable Tableau access to an Exasol database via JDBC

This connector provides a smooth and easy way to connect to Salesforce Marketing Cloud. Through this connector, customers can leverage APIs provided by Salesforce to extract data from their Marketing Cloud instance for analysis in Tableau.

Salesforce Marketing Cloud

Tableau connector to Salesforce Marketing Cloud.

**Tableau on Firebolt**

The Firebolt connector for Tableau delivers sub-second query speeds on live connections, thus enabling truly interactive analytics experiences without needing to compromise on data volume, freshness, or latency.

**About Firebolt**

Firebolt is the cloud data warehouse for builders of next-gen analytics experiences. Combining the benefits and ease-of-use of a modern architecture with sub-second performance at terabyte scale, Firebolt helps data and dev teams deliver data experiences that end users love.

Built on a cloud-native decoupled storage and compute architecture, Firebolt eliminates traditional challenges associated with provisioning, scale and resource utilization. Firebolt’s optimized storage format and tightly coupled indexing techniques make even the most challenging workloads fast and efficient, without the need for lengthy and customized engineering efforts.

Firebolt

Firebolt is the cloud data warehouse for next-gen analytics experiences.

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

Show In Object Pane

Sandboxed

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.

Tableau Exchange

Accelerators