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The Sales team at a company deals with multiple data generating points including multiple SaaS applications they utilize for daily operations. As getting a sense of trends and important information can get tough with multiple sheets of tabular data, The Tableau Sales Dashboards help them get a sense of this important information in an illustrative manner at just a glance. The people working in the Sales team require an interface that can not only give them an overall view of the data at one glance but also provide them with the option to dive deeper into the details when they want to.

Understanding the Importance of Tableau Sales Dashboard So when you modify the worksheet, the Dashboard is updated and when you modify the view in the Dashboard, the worksheet is updated. While creating a Dashboard, one can add views from any worksheet in the workbook along with many supporting objects such as text areas, web pages, and images.Įach view you add to the Dashboard is connected to its corresponding worksheet. In the application, the Dashboards are shown as tabs at the bottom of the workbook and they usually get updated with the most recent data from the data source. The different data views are displayed all at once. It is used to compare and monitor a variety of data in real-time. Understanding Tableau DashboardsĪ Dashboard in Tableau can be described as a consolidated display of many worksheets and related information in a single place using an interactive and illustrative interface to showcase the information. It has a huge number of visualizations that can assist you in exploring your data.įor further information on Tableau, you can check the official website here.Anyone can use Tableau on mobile, web, or desktop.Transforms your questions or queries into visualizations.

It allows you to create interactive Dashboards and share them.

Tableau has a special drag and drop feature.

It has a great number of integrations that you can choose from.

Tableau helps its customers to ask questions and seek answers from them. Tableau has helped leading industries cut down their analysis time and make their business more data-driven while ensuring flexibility, security, and reliability. Visualization is a great way to analyze a huge amount of data and that is exactly what Tableau does. Tableau is a BI and data analysis platform founded in 2003 which went on to become very popular because every corporate wanted to study its data in a short time frame and collaborate with the employees in the organization.

Executive Overview and Sales Summary Dashboard.

Sales Lead and Account Activity Tracking Dashboard.

Tableau Sales Dashboard Parameters: Sharing of Dashboard.

Tableau Sales Dashboard Parameters: Data Source Properties.

Tableau Sales Dashboard Parameters: Choice of KPIs.

Tableau Sales Dashboard Parameters: Audience.

Parameters for Best Tableau Sales Dashboard.

Understanding the Importance of Tableau Sales Dashboard.

In this article, you will learn about the various kinds of Tableau Sales Dashboards that can be set up for the Sales team in your company. Multiple Sales Dashboards customized for the use case of the team help speed up the process. These interactive Dashboards can help Sales teams make data-driven decisions quickly.

Understanding these insights intuitively in a short period of time can be tough, this is where Tableau Sales Dashboards come into the picture. These insights need to be extracted from the huge amount of data that is usually handled by the intelligence team of the company. There are various instances when the Sales team of a company needs to take objective decisions during its day-to-day operations. Tableau helps organizations to collaborate and uncover insights by providing interactive visualizations for huge amounts of data.