Tableau public account how to#

If you are a salesperson, one very important component of your career will be data. It is also useful to analyze data for custom KPIs such as partner involvement, product category, and many more. 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.

This means that you will have new access to more classified data within your pipeline such as key performance indicators (KPIs), opportunity stages, sales representatives, etc. It gives you a better understanding of the health and status of your dashboard and lets you slice data to view your sales pipeline in different layers. Some businesses require that you quickly spot out pivot opportunities in order to act appropriately.ĭoing this will help you get a clearer view of your sales pipeline and know where your leads are coming from, so that you can double down on your efforts there to meet your targets. Make appropriate changes from the drop-down list in the navigation of section of the dashboard and you are set.įinal Words Best Tableau Dashboard Examples 1. Once your new dashboard appears, locate the first sheet that you want to incorporate and drag it to your dashboard.ĭrag the second sheet to where Tableau indicates on your dashboard workplace and release your cursor.

Tableau public account how to#

Well, in this article, I will show you 15 examples of the best Tableau dashboard examples you will find anywhere, but first, let’s learn how to set up a Tableau dashboard in 4 easy steps.Ĭreate a blank Tableau dashboard by clicking the ‘New Dashboard’ button. If you wish to learn Tableau inside out, you can subscribe to any of the Tableau courses listed in this article. In the case of the dashboard for the operational team, it may need to be updated with data that tells the number of orders every 10 minutes, whereas for the CEO’s dashboard, updating it only once a day may be sufficient. Such a dashboard will be different from the one used by the CEO of a company to see the performance of the different departments in the same organization. There are different types of dashboards depending on the business questions that you want to answer.įor example, a typical Tableau dashboard can be one that is used by an operational team of a distribution center to see if the sales targets of the day are achieved. Tableau dashboards are collections of all the different views and worksheets in one place for better analytics.

There are a bunch of data visualization tools in the market including Power BI, Grafana, Qlikview and others, but a lot of clients prefer Tableau because of its flexibility and how easy it is to analyze data. Tableau is a popular data visualization tool that is used for business intelligence purposes.

Business intelligence plays an integral part in organizations’ day-to-day operations.