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

Tableau Sales Dashboard Template — Margin, Target Attainment and Rep Ranking
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  1. Look at the preview of the file below.
  2. Pay once and download the file right away.
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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)

ColumnTypeRole
Order Datedatedimension
Regionstringdimension
Repstringdimension
Productstringdimension
Unitsintegermeasure
Revenuerealmeasure
Costrealmeasure
Quotarealmeasure

CSV header row

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

File you connect: sales-export.csv

Worksheets (4)

Dashboards (1)

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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.

One payment, one licence key for this tool. The key is shown right after payment.

A freelance Tableau consultant charges 110-150 USD per hour; a starter sales dashboard is quoted at 10-16 hours.

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Questions and answers

What does this page do?

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.

Is it free?

The preview on this page is free. The full version costs $191.99.

How do I use it?

1. Look at the preview of the file below. 2. Pay once and download the file right away. 3. Open it and fill in your own details.

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