Tableau Sales Performance Tracker Dashboard Example

This Tableau Sales Performance Tracker Dashboard provides a cockpit-style view of your organization’s sales and margin performance across products and customers. This dashboard delivers KPIs that will allow businesses to track their progress, identify gaps, and make informed decisions to align their sales efforts with their objectives, ultimately driving growth and profitability.

Who is the Ideal User of This Dashboard?

This dashboard is intended for sales executives who want to analyze the sales and margin performance of their products and customers. By evaluating performance trends and comparing them to predefined targets, these executives can make informed decisions regarding sales strategies and target audience selection, thus shaping future sales approaches.

What You Can Accomplish With Dashboard

This dashboard consists of three screens:

Sales Cockpit: The user can grab a comprehensive overview based on four crucial KPIs. By selecting a KPI, the user can gain insights by viewing its FY Trend, Top 10 Product Group, Top 10 Customers, and Business Line, among other things. This helps users gain a holistic understanding of their sales performance.

Customer Insights: The user will be able to monitor New Customers, Active Customers, and Sales per Customer. Customer Segmentation using RFM Analysis will allow users to focus on individual customers, monitor and improve their performance, and capitalize on opportunities to maximize customer value and their sales.

Product Insights: The user will be able to track the performance of the product group and their individual products. With the help of Box Analysis, each product is separated into a category, which helps in identification of top-performing and underperforming products, as well as highlighting areas for improvement and potential gaps in the product portfolio.


We hope you found this dashboard useful in your pursuit to better identify top performers within your company and determine which products are more profitable and from which customers you can maximize sales. 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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