Tableau Templates

Executive Summary

An executive overview of the top KPI’s giving a quick and actionable understanding on the overall performance.

Leads

Dashboard showcasing overall lead journey, contributing factors and the overall conversion.

Sales Performance

Overall sales journey from leads to wins with an insight of revenue across different aspects of the sales lifecycle.

Activities

Different Sales activities by reps, showcasing an overall rep performance.

Accounts and Contacts

An overview of all the accounts and its contacts, bifurcated by channel, industry and region with an insight on revenue from each account.

Opportunity

A Summary around the opportunity numbers, revenue, different stages and insight around the products and sales owners and of the opportunity.

Campaign Performance

Campaign summary around total campaigns, spend, ROI, Leads and Cost per leads with ability to drill at each campaign and time frame level.

Market Basket Analysis

An analytical dashboard showcasing affinity/correlation between categories and SKUs and thus giving an insight around customer buying patterns.

Attribution

Dashboard aims to attribute different marketing channels, touchpoints, and strategies that drive the most value for a brand.

Media Report

An overview around Media Spend vs Budget and its outcome measured in terms of leads, cost per lead and relative metrices.

Performance Dashboard

Insights around the overall number of leads and its journey all the way to the start. Further shown from geographical, channel and respective courses point of view. An understanding on enrolments and retentions to complete the dashboard.

Competitive Analysis

How the competition is fairing when measured around traffic, visits, channels, display and social networks.

Campaign Performance

Insights around overall campaign performance measured against Spend & conversions for channels, placements, and source.