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)

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)

Get the complete version

This page is the working piece. The full pack has everything below.

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.

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

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