Best Tableau Dashboard Examples

Business intelligence plays an integral part in organizations’ day-to-day operations.

Tableau is a popular data visualization tool that is used for business intelligence purposes.

There are a bunch of other data visualization tools in the market, but a lot of clients prefer Tableau because of its flexibility and how easy it is to analyze data.

Tableau dashboards are collections of all the different views and worksheets in one place for better analytics. There are different types of dashboards depending on the business questions that you want to answer.

For example, a typical Tableau dashboard can be one that is used by an operational team of a distribution center to see if the sales targets of the day are achieved. Such a dashboard will be different from the one used by the CEO of a company to see the performance of the different departments in the same organization.

In the case of the dashboard for the operational team, it may need to be updated with data that tells the number of orders every 10 minutes, whereas for the CEO’s dashboard, updating it only once a day may be sufficient.

In this article, I will show you 15 examples of the best Tableau dashboard examples you will find anywhere, but first, let’s learn how to set up a Tableau dashboard in 4 easy steps:

Create a blank Tableau dashboard by clicking the ‘New Dashboard’ button.

Once your new dashboard appears, locate the first sheet that you want to incorporate and drag it to your dashboard.

Drag the second sheet to where Tableau indicates on your dashboard workplace and release your cursor.
Make appropriate changes from the drop-down list in the navigation of section of the dashboard and you are set.

Best Tableau Dashboard Examples

Sales Pipeline Dashboard

Some businesses require that you quickly spot out pivot opportunities in order to act appropriately.

Doing this will help you get a clearer view of your sales pipeline and know where your leads are coming from, so that you can double down on your efforts there to meet your targets.

It gives you a better understanding of the health and status of your dashboard and lets you slice data to view your sales pipeline in different layers.

This means that you will have new access to more classified data within your pipeline such as key performance indicators (KPIs), opportunity stages, sales representatives, etc.

The sales pipeline dashboard can be utilized by sales executives, managers, and sales analysts to draw conclusions on the next steps for opportunities and deal timelines.

It is also useful to analyze data for custom KPIs such as partner involvement, product category, and many more. For more info Tableau Training

Account Management 360 View Dashboard

If you are a salesperson, one very important component of your career will be data. This is because data helps you create a road map of every step you have made or are yet to do, so that you can prevent missteps in your interactions with clients.

If your client has had a bad service experience recently that you didn’t know about, or there’s a pending deal that you have lost track of, it is bound to cause problems for you along the way.

The 360 view dashboard ameliorates this problem by letting you place all of your important sales indicators on one screen to give you a better understanding of your account.

It lays out a detailed report of aspects of your business such as its structure, clients it has serviced or sold to, and how much revenue has been generated by different accounts.

The creators of this account management dashboard intend it to be used mainly by managers and sellers to map out business overviews based on customers’ success and engagement, services, and product offerings.rel =”nofollow” target=”_blank”

Executive Overview Sales Summary Dashboard

The Executive Overview dashboard gives sales managers a competent tool to track quarter to date (QTD) sales performance.

It also helps to compare the figure for the current quota against previous quarters while serving as an advanced tool for sales executives to filter product reports and opportunities based on CRM data.

With this tool, senior sales leaders can sift through tons of data and get accurate conclusions without having to manually go through a voluminous amount of spreadsheet inputs.

The implication of this overview is that it will allow sales executives to draw up new strategies quickly from the data without having to worry about a possibility of misinformation so that they can focus their attention on other areas where they are needed.

This dashboard runs mainly on current quota and comparison of historical data to spell out several business possibilities without having to overwhelm the user with unnecessary entries.

Quarterly Forecast Dashboard

The Quarterly Forecast dashboard is used by sales analysts to create quarterly forecasts for sales organizations to compare to their year on year growth.

This dashboard lets you see your business from different angles, which will enable you to see more opportunities, your business pipelines and the effect a deal will have on your business, so you will know what deals to make and the ones to run from.

You can use this dashboard to draw up comparisons between sales performances so that you can have a clearer understanding of the best forecast scenario and the likely case forecast to avoid any unnecessary surprises.

With the Quarterly Forecast dashboard, you can henceforth feel confident when creating statements to anticipate future information for your bosses, without fear of misrepresenting any variable during the set future time period.

For example, if you want to predict how many software your company will sell within the next 90 days, this dashboard will help you to compute certain assumptions to determine your future revenue.

Sales Growth Dashboard

The Sales Growth dashboard lets you measure your sales team’s performance and how much revenue can be raised within a specific time frame.

This dashboard lets you filter your sales growth by different criteria such as the segment, region, sales person’s account, and many more.

The dashboard is used by sales executives and managers to influence the formation and deployment of new business strategies.

This allows businesses to gauge the revenue growth and fix areas of deficiency because, without sufficient revenue growth, a business is susceptible to be overtaken by competitors.

There are only a couple of tools that are as potent as a good sales growth dashboard because it keeps the entire team on alert and all eyes are fixed on the sales figures and meeting the fixed time target.

This dashboard also puts team members on their toes since it sends a report on how every sales target is achieved.

Sales Territory Assignment

It is very important for businesses to assign leads or accounts to members of their team based on individual locations, industry or the size of the account.

This spells out certain specific responsibilities and forestalls any instance of conflict that may occur between sales agents, as it clarifies who is responsible for what and where.

The Sales Territory Assignment dashboard is a CRM that helps streamline your efforts if you want to assign prospects to members of your team.

This dashboard helps you define your customer segment to know how to group them appropriately when you want to deploy your strategies.

It breaks down your customer base into similar groups and presents them based on their common traits.

The most popular segments are usually by location, industry, and size, but larger numbers of leads and accounts will require a hybrid segmentation strategy whereby you will need to combine various grouping systems.

To get in-depth knowledge, enroll for a live free demo on Tableau Online Training