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.

For more about this workbook see

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

Reviewing Popular Out-of-the-box Reports & Dashboards

YoY	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.
Slicer	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.
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	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	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.
Loyalty	Chart showing customers who continue to purchase over multiple years or not.
Pareto	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.
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.
Same-Period Variances	Tabular view comparing sales, cost of sales, or gross profit for a selected year/month and same month prior year.

Opening the Prebuilt "Out-of-the-box" DataSelf Workbook How to open this workbook.

How to select the information you want Filtering records shown in the reports.

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