Fantastic tableau examples download pdf

In this blog, I am going to explain one of the key issues which almost every Tableau developer faces from clients. This is a great functionality for users to leverage, but what happens if we need to download five PDF files for five different Filter values or fifteen different values, or selected sheets of a dashboard?

To solve our problem we will be applying a solution that automatically downloads separate files for separate filters without users having to do the same manually and repeatedly.

For this solution, I will be using tabcmd command provided by Tableau. 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. 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. The 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 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.

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.

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. 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.

And when you integrate this tool to your CRM tool and other relevant extensions , you will have created the ultimate tool to help you take the right sales actions and increase profits. Following is the list of Tableau charts along with their description:. That would be all for this tableau Desktop cheat sheet. If you are interested in data analysis and business intelligence then learning Tableau is a smart choice for you.

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You can reach out to us in case you have any queries and we will be there to help you with that, at no extra cost! Leave a Reply Cancel reply. Your email address will not be published. Tableau Cheat Sheet By Naveen 5. Read More. Become a Certified Professional. Tableau User Handbook Tableau is one of the hottest tools for data visualizations and data interpretation. Career Transition. Courses you may like. According to research from The Guardian, Shapes that resemble the golden ratio facilitate the scanning of images.

It also lets image faster through vision organs to the brain. This is the best flowing configuration for images from plane to brain. Notice how each box contained within the spiral gets progressively larger. This phenomena is also observed in nature and in art in the following images:.

Notice the spiral is flipped showing that you can arrange your charts differently while still following good layout practices. By default, Tableau auto-sizes each viz as it is dragged onto the dashboard.

In most cases, this is great! However, sometimes we want to change how each chart is displayed individually. That is without changing the sizing of other charts. Other times, we want to group multiple charts together.