Built-In Views provided by DataSelf :

The DataSelf Analytics workbook is provided Out-of-the-box ready to use for sales, inventory, and AP/AR information. These are descriptions of the worksheet views provided and what they do.

Home page of the Out-of-the-box workbook, *DataSelf Analytics v2201*

For more about this workbook see

Tableau Dashboards and Reports for Sales and Inventory (dataself.com)

Sales Focus

Inventory PO/SO Focus

AP, AR, GL Focus

AR (Invoiced Sales Order) Section of the Out-of-the-box workbook, DataSelf Analytics v2202

	Reviewing the Sales section of the Out-of-the-box workbook
NLQ - Natural Language Query (Ask Data)	Self-service queries you can build using natural language. See example queries on right of screen.
Salesperson Performance	Chart measuring performance by salesperson, customer or item. Enter a % goal based on prior year data for comparison to selected year’s performance.
Hot: On Fire & Heating Up ***	Chart showing top activity and improving activity by customer, salesperson, item. Report by customer, item, city, state, and more. Measure by sales, cost of sales, gross profit, qty sold. Select two time periods for comparison. See the top numbers in chosen period and increased numbers between time periods.
Cold: Cooling & Frozen ****	Chart showing decreasing activity and no activity by customer, salesperson, item. Report by customer, item, city, state, and more. Measure by sales, cost of sales, gross profit, qty sold. Select two time periods for comparison. See decreased activity between time periods the no activity in chosen period.
Top Item to Top Customers	Tabular view of top sales for a given period by customer.
Rolling - Period Variances	Tabular view of sales per custom time period showing comparisons & variances. I.e., current 30 days vs prior 30 days.
YoY Variances *	Popular Chart showing YoY Sales, Gross Profit, Cost of Goods Sold, Qty Sold per customer or item. Sort by variance increase/decrease. Highlight by customer or item to see related records. Check the Show Details link when you highlight an item.
Loyalty	Chart showing customers who continue to purchase over multiple years or not.
Pareto: Gross Profit vs Sales	Chart comparing customer sales vs gross profit. Your highest sales customers are not always the most profitable customers.
Whale Curve	Chart showing customer's contribution to the bottom line after including plugged overhead cost/invoice in the GP calculation.
Your Daily Flash	Chart showing sales for a chosen date by salesperson, customer, item, ship-to city.
Ranking	Tabular view ranking sales, cost of sales, and more. Display by customer, item, salesperson, invoice amt, and more.
Predictive Sales	Line graph by Item Class & Year showing sales, cost of sales, gross profit, qty sold. The predictive function needs to be custom configured.
Slicer: Ad Hoc Reporting **	Slice and dice sales data your way. Choose up to 4 subtotal categories and over 30 numeric values to total. All without writing any scripts.
Sales Trends: Major Variances	Bar graph and line chart dashboard displaying sales for selected period of time presenting by month and YTD. A time-oriented view of sales.
Same-Period Variances	Tabular view comparing sales, cost of sales, or gross profit for a selected year/month and same month prior year.