Business intelligence plays an integral part in organizations’ day-to-day operations.
In fact, just like the internet did.
Tableau is a popular data visualization tool that is used for business intelligence purposes.
There are a bunch of other data visualization tools in the market, but a lot of clients prefer Tableau because of its flexibility and how easy it is to analyze data.
Tableau dashboards are collections of all the different views and worksheets in one place for better analytics. There are different types of dashboards depending on the business questions that you want to answer.
For 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. 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.
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.
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:
Create a blank Tableau dashboard by clicking the ‘New Dashboard’ button.
Once your new dashboard appears, locate the first sheet that you want to incorporate and drag it to your dashboard.
Drag the second sheet to where Tableau indicates on your dashboard workplace and release your cursor.
Make appropriate changes from the drop-down list in the navigation of section of the dashboard and you are set.
Best Tableau Dashboard Examples
Some businesses require that you quickly spot out pivot opportunities in order to act appropriately.
Doing 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.
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.
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.
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.
It is also useful to analyze data for custom KPIs such as partner involvement, product category, and many more.
If you are a salesperson, one very important component of your career will be data. This is because data helps you create a road map of every step you have made or are yet to do, so that you can prevent missteps in your interactions with clients.
If your client has had a bad service experience recently that you didn’t know about, or there’s a pending deal that you have lost track of, it is bound to cause problems for you along the way.
The 360 view dashboard ameliorates this problem by letting you place all of your important sales indicators on one screen to give you a better understanding of your account.
It lays out a detailed report of aspects of your business such as its structure, clients it has serviced or sold to, and how much revenue has been generated by different accounts.
The creators of this account management dashboard intend it to be used mainly by managers and sellers to map out business overviews based on customers’ success and engagement, services, and product offerings.rel =”nofollow” target=”_blank”
The Executive Overview dashboard gives sales managers a competent tool to track quarter to date (QTD) sales performance.
It also helps to compare the figure for the current quota against previous quarters while serving as an advanced tool for sales executives to filter product reports and opportunities based on CRM data.
With this tool, senior sales leaders can sift through tons of data and get accurate conclusions without having to manually go through a voluminous amount of spreadsheet inputs.
The implication of this overview is that it will allow sales executives to draw up new strategies quickly from the data without having to worry about a possibility of misinformation so that they can focus their attention on other areas where they are needed.
This dashboard runs mainly on current quota and comparison of historical data to spell out several business possibilities without having to overwhelm the user with unnecessary entries.
The Quarterly Forecast dashboard is used by sales analysts to create quarterly forecasts for sales organizations to compare to their year on year growth.
This dashboard lets you see your business from different angles, which will enable you to see more opportunities, your business pipelines and the effect a deal will have on your business, so you will know what deals to make and the ones to run from.
You can use this dashboard to draw up comparisons between sales performances so that you can have a clearer understanding of the best forecast scenario and the likely case forecast to avoid any unnecessary surprises.
With the Quarterly Forecast dashboard, you can henceforth feel confident when creating statements to anticipate future information for your bosses, without fear of misrepresenting any variable during the set future time period.
For example, if you want to predict how many software your company will sell within the next 90 days, this dashboard will help you to compute certain assumptions to determine your future revenue.
The Sales Growth dashboard lets you measure your sales team’s performance and how much revenue can be raised within a specific time frame.
This dashboard lets you filter your sales growth by different criteria such as the segment, region, sales person’s account, and many more.
The dashboard is used by sales executives and managers to influence the formation and deployment of new business strategies.
This allows businesses to gauge the revenue growth and fix areas of deficiency because, without sufficient revenue growth, a business is susceptible to be overtaken by competitors.
There are only a couple of tools that are as potent as a good sales growth dashboard because it keeps the entire team on alert and all eyes are fixed on the sales figures and meeting the fixed time target.
This dashboard also puts team members on their toes since it sends a report on how every sales target is achieved.
It is very important for businesses to assign leads or accounts to members of their team based on individual locations, industry or the size of the account.
This spells out certain specific responsibilities and forestalls any instance of conflict that may occur between sales agents, as it clarifies who is responsible for what and where.
The Sales Territory Assignment dashboard is a CRM that helps streamline your efforts if you want to assign prospects to members of your team.
This dashboard helps you define your customer segment to know how to group them appropriately when you want to deploy your strategies.
It breaks down your customer base into similar groups and presents them based on their common traits.
The most popular segments are usually by location, industry, and size, but larger numbers of leads and accounts will require a hybrid segmentation strategy whereby you will need to combine various grouping systems.
If ever there’s a workflow dashboard that lets your sales agents function without jumping from one tool to another in search of new features, then it’s the Sales Cockpit dashboard.
The Sales Cockpit is a combination of selected behaviors, data, and goals into one single tool.
With this dashboard, your sales rep will have easy access to leads, customers’ insights, and quota attainment.
And when you integrate this tool to your CRM tool and other relevant extensions, you will have created the ultimate tool to help you take the right sales actions and increase profits.
There’s no seasonal constraint for the Sales Cockpit dashboard. In fact, it will yield better results when the sales rep makes use of it all day. This will help them stay focused and guide them through the process of making result-oriented decisions.
The Sales Cockpit dashboard is a sales executive solution to ensuring that their sellers stay informed without having to leave the hub of sales data.
Once you get started with Tableau, there’s a superstore dataset that comes with it. This dashboard helps to evaluate the dataset.
This data visualization tool helps to guide its users on how to develop better designs, tactics, and data arrangement strategies.
To first get started with the Sample Superstore, you will have to select a date range and region to coordinate your actions.
The dashboard comes in two formats: descriptive and prescriptive.
Once you have highlighted a region, you can select a sub-region as well. For example, if you have selected Europe as your region, you can highlight Scotland to filter the descriptive dashboard further.
You can also set date formats, so you can choose to view performances by date granularity or year over year.
The Prescriptive dashboard will help users to get a clearer understanding of the Descriptive dashboard outputs.
Generally, the Superstore Sample dashboard is mainly used to analyze rises and falls in sales, profit margins, shipping periods, and many more.
Health-care analysts are usually faced with the challenge of handling voluminous datasets. They deal with patients’ demographics and have to track down trends to keep up-to-date records.
The Tableau Healthcare Data dashboard takes out the tedious manual method of arranging these analytics by presenting an easy drag and drop method that helps you quickly connect and visualize your data.
With this dashboard, hospital managers can manage and identify patients’ risk from one screen, which will potentially make it easier to adhere to new regulations.
Some of the biggest leaders in the healthcare world, such as Providence and Mount Sinai, are already employing this data visualization tool to connect and find meaningful insights within their analytics.
An example of one area where they have seen measurable value, thanks to this visualization tool, is in identifying the trend of frequent short-staying patients against the long-staying ones.
10. Crimes in India
Crime has always been a hard nut to crack even in the ‘safest’ places in the world. No one is truly safe anywhere, which is why there are often calls by citizens for the police force to put more men on the ground.
Of course, the more cops we have patrolling our streets, the safer the streets will be, but how many places can the cops be in at once?
The truth is that it is impossible to cover every single area at once, and so the next best thing is to supplement manpower with data visualization, which is what the Crime dashboard does.
This dashboard was created by Donthala to figure out the areas in India that suffered from criminal attacks between 2001 to 2014, and it can be adapted for other locations.
It utilizes data of areas where crimes have taken place and the times, to predict the hot spots for criminals, so that the police can better strategize and double down on their efforts.
Taking a record of your inventory can be tricky sometimes. Any mess up and you will find that you have placed some inventory in the wrong level.
This dashboard solves that problem for you by helping you sort the availability of your products based on several aspects such as categories, suppliers, retailers, etc.
It is designed to provide insights on all your inventory, regardless of their different inventory levels, whether in-store or in transit.
This visualization tool gives visibility to the availability of products in the form of excesses or out of stock measures. In doing so, it helps you save a ton of money, since excessive products will eventually lead to spilled costs, while lack of availability indicates lost sales potential.
More than 80% of retail sales happen as a result of promotions, but spending money on business promotion without driving the desired results, is one of the most undesired ways to use your money.
If you are in the habit of optimizing your trade promotions, then you will be stuck with questions like how your competitors are optimizing their own promotions,
what will be the predicted sales level if you choose to sell your products a certain way, and many more.
These questions are, to a great extent, answered by the Promotional Optimization dashboard.
The software uses data from digital media, retailers data brokers, and past promotions. It lets you picture these data during all stages of promotion including pre-promotion, during promotion, and post promotion stages.
Nowadays, social media is buzzing like none other and that means millions, if not billions, of data are being passed around.
But these data are only meaningful if you can connect them to draw meaningful insights from them.
Using social data is actually very easy. There are preset templates that you can use to broadcast your messages across several platforms.
The Social Media dashboard makes collaboration and KPIs alignment within internal and agency teams easy.
You can share your dashboard content with members of your team or management to keep them informed of your marketing efforts.
Also, this dashboard lets you in on how your paid social activities are faring, so you can easily monitor your PPC and see what they yield in terms of website traffic and conversions.
For example, if a house hunter is looking to get a new home, the first question that will come to mind is if the timing is the best to buy a house.
With Real Estate dashboards, these house hunters and even sellers can see if the prices of homes are rising and falling in their area of choice.
This tool can show time-based listing performances and sellers can even introduce third-party analytics integrations to make smarter choices.
Tableau helps to analyze the vast quantity of data received from the energy and resource power sector.
This dashboard is used to monitor frequent and seasonal occurrences such as outputs, downtimes, and customer service.
With this interactive platform, energy operators can help clients better visualize and relate to concepts and even empower them to get the data they need themselves.
Making smart decisions all the time has a direct bearing on business performance, and Tableau dashboards are equipping organizations with the right tool for business analysis, but it is still in its early stages.
With time, Tableau will come with new innovations that will be game-changers in all sectors.