📊 Sales Performance Dashboard Documentation

Dashboard Name: Sales Performance Analytics
Author: Matthew Healey
Tool: Tableau Desktop

Tableau

Business Intelligence

Sales Analytics

Executive Reporting

Overview

This dashboard provides a comprehensive view of sales performance across regions, products, and time periods. It's designed for executive stakeholders who need quick insights without deep technical knowledge.

            Business Purpose: Enable sales leadership to track performance against targets, identify top performers, and spot regional trends at a glance.
        

Key Performance Indicators

Total Revenue

Sum of closed deal values in the selected period

Deals Closed

Count of opportunities marked as Won

Avg Deal Size

Mean revenue per closed deal

Win Rate

Won deals as % of total closed opportunities

Dashboard Components

1. KPI Summary Cards

Four headline metrics displayed at the top of the dashboard with period-over-period comparison. Green indicates improvement, red indicates decline.

Calculation Example (Win Rate):

SUM([Won Deals]) / SUM([Total Closed Deals]) * 100

2. Revenue by Region (Horizontal Bar Chart)

Shows revenue distribution across geographic regions. Bar length represents absolute value, with labels showing exact figures.

Region	Data Source Field
UK & Ireland	`[Sales Region] = 'UK'`
EMEA	`[Sales Region] = 'EMEA'`
Americas	`[Sales Region] = 'AMER'`
APAC	`[Sales Region] = 'APAC'`

3. Monthly Trend (Column Chart)

12-month view of revenue performance. Useful for identifying seasonality and growth patterns.

Axis Configuration:

X-Axis: MONTH([Close Date])
Y-Axis: SUM([Deal Value])
Filter: Current fiscal year

4. Top Sales Reps Leaderboard

Ranked list of top 5 performers by total revenue. Includes visual rank indicators (gold/silver/bronze for top 3).

Calculation:

RANK(SUM([Deal Value]), 'desc')

5. Revenue by Product Category

Breakdown of revenue by customer segment (Enterprise, Mid-Market, SMB, Startup). Helps identify which segments are driving growth.

Interactivity & Filters

The dashboard includes the following interactive elements:

Period Filter: Quarterly or full-year selection
Region Filter: Drill down to specific geography
Cross-filtering: Clicking a region bar filters all other charts
Tooltips: Hover for detailed breakdowns

Data Sources

Source	Connection	Refresh
Salesforce Opportunities	Live Connection	Real-time
Employee Data	Extract	Daily
Regional Mapping	Static Table	Manual

Design Principles

Clarity: Clean layout with clear visual hierarchy
Mobile-responsive: Works on tablets and large screens
Consistent colours: Blue for primary metrics, green for positive change, red for negative
Minimal clutter: Only essential information displayed
Action-oriented: Focus on metrics that drive decisions

View Demo

📊 View Interactive Demo

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