Sales | Tableau Exchange


by Tableau


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

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


Supports data mapping


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