Tableau Software

Play the video tour

describe the image

Tableau Solutions

Tableau Sales Management

Understanding your sales team and pipeline is only a click away with Tableau. Instead of writing complex queries and spending days creating inflexible reports, use Tableau Deskto'ps intuitive drag and drop interface to manipulate your data on the fly. Find inefficiencies and abnormalities, optimize your workforce and even create "what-if" models to analyze commissions for the next sales period. Use Tableau to:

• Analyze sales by territory, product and date – all at the same time.
• Deliver custom analytics to managers, staff and field salespeople in a secure web browser
• Build sales planning applications and forecasting tools.

Start a trail of tableau

With Tableau optimize your sales team with "what if" analysis

A big part of managing sales is planning. How do you know whether you will meet your revenue goal? How much should you plan for compensation this quarter? How well are you rewarding top performers? What will happen if you change the sales plan? Using visualization and what-if analysis you can quickly walk through possible outcomes and manage your risk.

This sales planning dashboard lets you model changes in compensation, quota and commission. Here you are modeling a new plan with a base salary of $40,000, a quota of $600,000 and a commission rate of 10.6%. You can see that 6 of 41 salespeople are projected to hit quota and your cost of sales is estimated to be 21.6%. For comparison, the actual numbers from last year are also presented in the lower right corner.

Start a free trial of tableau