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Tableau Sales Dashboard – A Comprehensive Guide

26 August 2022 5 MIN READ 1

It is the 21st century. Sales decisions can no more be based on guesswork.

The future of sales is data-driven.

Tableau empowers sales teams to increase revenue with AI-driven insights embedded in the sales workflow. Whether it is achieving sales targets or strengthening client relationships, Tableau helps sales teams spend more time selling and less time trying to interpret their business or customers.

As the world’s #1 analytics tool, Tableau can help you understand more meaningful answers and turn your sales data into valuable insights. Tableau dashboard plays an important role in the process.

Understanding Tableau Sales Dashboards

Tableau sales dashboard present relevant sales data, allowing sales leaders to make data-driven decisions instantly. Having the right Tableau sales dashboards based on existing data helps sales representatives focus on which leads need contacting when, how close they are to realizing targets, what USPs to use in a call, and more.

In this article, we’ll share everything you need to know about sales dashboards. We will also share some Tableau sales dashboards examples to help you get started.

But before we jump into the nitty gritty, let us take a quick look at the key features of Tableau sales dashboards!

Key Features of Tableau Sales Dashboards

  • Tableau sales dashboard presents a quick, holistic view of sales deals and all sales-related data points.
  • It contains the information sales representatives need to close their deals.
  • Sales dashboards allow sellers to concentrate their time on selling rather than looking for the data required.
  • Cleaning up sales data, analyzing it and exporting data from other sources gets automated.
  • Sales analytics teams get a centralized, self-service BI dashboard—with reports as single sources of truth.
  • Sales teams can be more agile and pivot quickly to hit quota more efficiently.
  • Get more accurate sales forecasts, plan territories strategically, and have an exact picture of where you stand against your sales goals.

Using Tableau dashboard means that the sales department can make critical decisions with data, not just gut feelings. Sellers, sales leaders, managers and senior leaders can now get on the same page and work towards common sales KPIs.

Creating Tableau BI dashboard for Sales

To begin creating impactful sales dashboards, you need to consider the following key metrics:

  1. Know your agenda

What is your sales goal? Knowing your short and long-term targets allow you to focus on which sales KPIs you want to include.

  1. Sales KPIs to focus on in the dashboard

Design your dashboard to indicate select sales KPIs (e.g., quarterly and yearly forecast, quota results, growth, etc.) with the flexibility to add data points.

  1. Do not combine all sales metrics into one dashboard

That is a recipe for confusion. Make sure you have different BI dashboard views for clarity on different sales processes.

  1. Plan on dashboard updation and sharing

Since many sales teams or reps may require dashboards access, plan your data sources. Figure out how often the dashboard will be updated and how you would share the dashboard.

With a business intelligence platform like Tableau, creating sales reports becomes simpler. Tableau data visualisation features allow anyone in your organization to remain focused on the bigger picture and access key details on the ground at the same time.

Tableau Sales Dashboards Examples – Sales Dashboards Designed by Uneecops Business Solutions

Uneecops Business Solutions (UBS) is a Tableau implementation and Tableau data visualisation partner.  We can drive intelligence into the sales operations of your organization, managing the most complex business challenges. We can help achieve sales efficiency with the world’s # 1 analytics platform – ‘Tableau’.

Here are eight Tableau sales dashboards examples to focus your sales teams on boosting performance and facilitating decisions based on data. Use these templates as inspiration and places to start—and customize them according to your unique business needs.

Summary Dashboard – This dashboard gives a 360* picture of state-wise sales quantity, region-wise sales quantity, year-wise sales quantity, top sold items and monthly sales trends. Use this dashboard to forecast sales performance and ascertain future goals.

Consolidated Dashboard – Review consolidated data points to check yearly sales growth. Tap state-wise sale quantity and do a proper SWOT analysis (strengths, weaknesses, opportunities and threats).

Comparison Dashboard- In one view, you’ll be able to have a holistic picture of monthly sales figures. You can compare and contrast region-wise sales vs sales value and apply filters to make varied comparisons. When presenting this information to sales leaders, you can feel confident in identifying reliable data.

Executive Summary – This dashboard is designed for senior sales leaders to make decisions instantly based on current, factual data. You can have a consolidated view of total revenue, account receivables, purchase, inventory, account payable, working capital, expense, gross profit, cash flow, etc.

Sales Opportunity Analysis – With this dashboard, sales executives can track total opportunities (by month, by salesperson and by stage). You can view lost, open and win opportunities and track conversion rates. This also means you can spot opportunities that require you to pivot quickly, if necessary.

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Revenue Comparison – Quickly understand how sales revenue is structured and how much revenue has been generated by a specific account. Compare monthly sales revenue and check top customers/items by profit.

Sales Order Analysis – From open sales order count to closed sales order count and sales order value to closed sales order value – see a complete and accurate picture of the status of your sales orders.

Sample Visualization (Sales/Customer Analysis) – Quickly filter your sales growth data by customer. Segregate actual sales, collection, profit, profit ratio and quantity figures by customer. These actionable insights can focus your team on customer success and reduce uncertainty in planning.

Sell Smarter, Faster and Better with Tableau Dashboards. Achieve it with UBS!

As a strategic partner of choice, UBS helps you create insightful, easy-to-use, and intuitive dashboards tailored to your sales environment. Our data analysts and Tableau data visualisation team help you to collaborate easily and stay abreast with sales workflows – anytime and anywhere.

An arm of the Uneecops Group, UBS helps businesses with Tableau implementation and managed services.

Get ready to create compelling Tableau Sales Dashboards and:

  • Close deals quickly and drive more sales revenue with analytics
  • Automate sales processes from lead to cash
  • Spot more sales opportunities everywhere across your organisation
  • Help your sales teams sell more and work together

Last but not least, get ready to achieve sales success!

Infuse agility and intelligence
in your business with

Gartner Rated Tableau

About the author

Roli Agarwal

A words-smith with extensive experience in writing and branding, Roli specializes in developing innovative content and creating new concepts to maximize brand exposure. Her expertise in 360* Tableau, SAP technology and ERP solutions can be leveraged to enable successful marketing and communication strategies. After years of working with software experts, she has gathered deep knowledge about the various industries and verticals SAP extends its services to. Her know-how on product offerings and features is tremendous. This includes SAP Business One, SAP Starter Package, SAP Business ByDesign and Tableau. Outside of work, you will find her wearing her geeky specs and exploring places, people as well as processes to translate them all into words of wisdom!

Follow me on LinkedIn to stay updated on the latest industry trends & technology update

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