Sales vs. Target: Tableau Dashboard Example 

One of the most common business cases that clients come to us with is needing more insights into their sales. Understanding sales performance, margin, and costs associated with particular customers and processes has the power to impact how their team will line up their sales strategy for the next period.

Sales are critical to a business’s success, so we created this sales vs. target Tableau dashboard to help kickstart that analysis. 

Who is the Ideal User of This Dashboard?

This dashboard is meant for sales leaders looking to understand the sales performance of their products and customers in comparison to their sales target. Understanding past and current performances, especially against the goals we set for them, helps drive decisions in how we approach sales and who we sell to moving forward.

What You Can Accomplish With Dashboard?

This dashboard allows you to identify top (and bottom) performers based on critical metrics like sales, sales margin, and sales cost — all versus a target set for the metric. This Tableau dashboard will help you answer questions like:

  • Are we meeting our targets? 
  • Which products are our highest and lowest performers? 
  • Who are our top customers? 
  • Are we gaining or losing customers?
  • Which customers and products are most profitable?
  • How are products performing vs. the performance of their category or product line as a whole?

The answers to these simple questions have the power to impact how the team will line up their sales strategy for the next period. 

If a target is not set, you can also compare these metrics vs. a previous period: Last Year or Last Month. This gives the user flexibility to better understand not only the metrics vs. targets but also trends in historical performance. 

Conclusion

We hope you found this dashboard useful in your pursuit to better identify top performers within your company and see whether the teams are hitting sales targets. 

If you have any questions, need help, or are interested in having a team of Tableau experts design dashboards for you, feel free to reach out!

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