Sales (basic)

by Tableau



The Tableau Accelerator for Sales (basic) gives you a jumpstart to getting data-driven insights into your sales performance. Sales managers can use this Accelerator to better understand and monitor sales results across customers, products, or any level of detail they might have in their data source.

This Accelerator allows you to easily measure sales performance versus last month, last year, your target, etc. It contains several dashboards that enable you to drill into the product or customer level of detail.

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 (Target) (optional)
  • Active Customers #
  • New Customers #
  • Sales per Customer

Required attributes

  • Date (date)
  • Customer (string)
  • Product (string)
  • Sales Amount (numeric)
  • Sales Amount Target (numeric) (optional)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • IBM - Global Salesforce and Business Expertise
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Latin America

  • Path - Data Intelligence by using Machine Learning and AI for the best decision making
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

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