Tableau Sales Dashboard Template — Margin, Target Attainment and Rep Ranking

Point it at your own CSV export and every calculation is already written: a Tableau consultant bills 110-150 USD per hour and a starter dashboard is quoted at 10-16 hours.

Calculated fields included (5)

Gross Margin

Formula: SUM([Revenue]) - SUM([Cost])

Uses: Revenue, Cost

Margin %

Formula: ZN(SUM([Revenue]) - SUM([Cost])) / SUM([Revenue])

Uses: Revenue, Cost

Quota Attainment

Formula: ZN(SUM([Revenue])) / SUM([Quota])

Uses: Revenue, Quota

Avg Order Value

Formula: SUM([Revenue]) / COUNTD([Product])

Uses: Revenue, Product

Below Target

Formula: IF ZN(SUM([Revenue])) < SUM([Quota]) THEN 'Behind' ELSE 'On track' END

Uses: Revenue, Quota

Columns your CSV must have (8)

Column	Type	Role
`Order Date`	date	dimension
`Region`	string	dimension
`Rep`	string	dimension
`Product`	string	dimension
`Units`	integer	measure
`Revenue`	real	measure
`Cost`	real	measure
`Quota`	real	measure

CSV header row

Order Date,Region,Rep,Product,Units,Revenue,Cost,Quota

File you connect: sales-export.csv

Worksheets (4)

Margin by Region
Revenue Trend
Rep Ranking
Product Detail

Dashboards (1)

Sales Overview