Sales Analytics with Tableau

Tableau allows anyone with sales data to quickly see, understand and share valuable insights.

Your sales team is flexible - shouldn’t your sales analytics be?

Any sales leader knows that flexibility with time, resources and attention can be the difference between making quota and exceeding it. In our increasingly fast-paced world, it can often seem like the analytics and reporting systems many organizations rely on for sales and CRM analytics are too inflexible and slow.

Why does it take a week to connect to a dataset? A month to produce a report? Another week to make a modification to that report?

Tableau is a revolutionary new approach to business intelligence, and in particular sales analytics, that will allow you to quickly connect to, visualize, share, and report on your sales data. You can even connect directly to—negating the need for a separate database. The video on the right shows you how easy it is to get started visualizing any type of data with Tableau.

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Quickly and easily connect to your sales data

After the time it takes to accurately collect and curate sales data, no one has the time to take another month to deliver sales analytics. Unfortunately, that is often the best case scenario using current ETL and analytics tools.

Luckily, with Tableau you can connect to your sales data in a matter of minutes, without any scripting. Tableau features direct connections to, Oracle databases, SQL databases, Teradata, Hadoop and dozens more. This means that whatever method you use to store your sales data, you can use Tableau to analyze it.

In addition to allowing you to easily connect to your data, Tableau can increase it's value by making it easy to:

  • Create a shared data source for use by multiple reports and users
  • Automatically update your dashboards on a schedule
  • Embed Tableau dashboards directly into Sharepoint or
  • Enable subscriptions to dashboards, making it easy to share insight

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OptumHealth empowered its sales team

Larry Mullen, the Director of Reporting at OptumHealth, describes how he has used Tableau to enable his sales team to move beyond inflexible reports and answer the questions that help them to sell more effectively.

In particular, Larry references the efficiency Tableau has brought to the team by eliminating their repetitive and time consuming spreadsheet analytics.

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I love Tableau. It makes work fun. It makes my work day more enjoyable.

Tesco responded to sales trends, fast

Tesco employs a team of more than 530,000 people in 12 countries. The third-largest supermarket group in the world, they needed an efficient way to respond to trends, namely: the impromptu summer barbecue.

Learn from Adam Yeoman, a Senior Analyst in Supply Chain Development, how Tesco is using insight from Tableau to improve its sales.

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5 Charts Every Sales Leader Should Look At

Measuring and monitoring sales progress by only looking at percent of quota achieved, whether for an individual or for an entire organization, is no longer enough to be successful as a sales leader. No matter if you are evaluating past wins or forecasting future opportunities, understanding these five ways to visualize your sales data will make sure the following elements are being considered:

  • Seasonality Trends
  • Regional Patterns
  • Acquisition Costs

See Tableau in action

Here is a live and interactive example of an executive overview dashboard created with Tableau. This is just one of many kinds of sales data you can analyze with Tableau; since you can connect to any data the variety of analysis you can do is unlimited.

Any software application can create a quota report. But how many allow a manager to create their own sales report, today? Tableau enables rapid creation of beautiful and accurate sales reports by any business user with no programming required.

Tableau connects live to your sales data so you can update your reports to accommodate the latest orders as well as territory changes, personnel changes or business rules—and how are we going to report on that new incentive bonus?

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