Sales and Margin | Tableau Exchange

Sales and Margin

by Tableau


The Tableau Accelerator for Sales and Margin jumpstarts your data-driven insights by embedding Sales analysis and providing expert-level analytics for:

  • RFM Analysis (customer segmentation): RFM stands for recency, frequency, and monetary value, each corresponding to some key customer trait.
  • Client Lifetime Value (prediction of the total sales (or margin) attributed to the entire future relationship with a client) and client churn rate (percentage of clients that stopped buying product/services, compared to previous client base)
  • PVM/Price-Volume/Mix Analysis /Sales Bridge: decomposes how volume or pricing changes of our product assortment contributed to the difference in performance between the actual and reference values

Expert analytical users can use this Accelerator to easily drill from top-level sales results down to individual customer performance to gain a holistic view of sales.

Answer key business questions

  • What are our sales results? What is our profitability?
  • Which Business lines generate the most sales?
  • Who are our top customers? What is our level of profitability with them?
  • How many active customers do we have? What about our ability to acquire new customers?
  • How is our customer base segmented? What are the recommended marketing actions to address each customer segment?
  • What is our Client Lifetime Value?
  • What is our Client Churn Rate?

Monitor and improve KPIs

  • Total Sales
  • Total Sales Margin
  • Total Sales Quantity
  • Active Customers #
  • New Customers #
  • Sales Margin %
  • Total Sales Costs
  • Sales Costs %
  • Average Selling Price
  • Sales per Customer

Required attributes

  • Date (date)
  • Customer (string)
  • Product (string)
  • Business Line (string)
  • Sales Amount (numeric)
  • Sales Margin (numeric)
  • Sales Quantity (numeric)

Tech Specifications

Supported Layouts

Security and Legal