Sales, Customer, and Product Performance
Understand performance of your sales and margin in a cockpit style view
Overview
This Accelerator for Sales, Customer, and Product Performance allows consumers to understand the performance of their sales and margin at a high level through a cockpit-style view.
Monitor and Improve KPIs: Sales Sales Margin Sales Margin % Total Sales Cost Top Customers by KPI Top Products by KPI New Customers Active Customers Sales/Customer Sales vs Target Margin vs Target Margin % vs Target Average Price
This Accelerator for Sales, Customer, and Product Performance allows consumers to understand the performance of their sales and margin at a high level through a cockpit-style view. The three dashboards provide you with KPIs that are critical to understanding the performance of your business, and the phData team has built these dashboards with the Sales Performance data source that Tableau uses for its own Accelerators.
Categories
- Business Needs
- SalesSales Intelligence
- Industries
- Horizontal Product
- Personas
- Business Operations ManagerExecutiveSales Representative / Manager
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Tableau
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- TableauTableau Cloud
- Supported Languages
- English