The templates include dashboards to analyze around holiday periods, 4 seasons (winter, summer, etc), YTD, monthly, combined months, and ad hoc date ranges. Most businesses are influenced by seasonality. The page below lists all customers and their total sales in the last two periods, selecting customers will show their products sold, including drill down to detailed invoice information. The Customer Overview dashboard contains more than a dozens ways to analyze customer trends. Periods are defined by the drop-down list on the top right. The out-of-the-box dashboard defines “who’s hot” as customers with top sales this period, and customers with top sales growth since prior period. The following is one of the Salesperson Dashboard pages to analyze who’s hot.
Top right shows accrued commission and sales by month & day.The top has buttons to access detailed customers and products analysis. The center shows tasks to work on: detail opportunities or other activities like pending quotes.The screenshot shows sales velocity, but it can be easily customized. Left side with key metrics that each salesperson is responsible for.SA Sales – Sample Dashboards Salesperson Dashboard Please contact us to discuss other templates you might be interested in.
The following is a sample from over 1,300 Tableau report, dashboard and KPI templates for analyzing invoiced sales, quantity sold cost of sales, gross profit and returns by customer, acct manager, product, customer address, ship to, location/warehouse, and several other dimensions.
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