Tableau Pro: CRM Opportunity
_CRM_Opportunity: Tableau Pro Templates - 133 KPIs
This page describes DataSelf Pro’s customizable Tableau Templates for CRM Opportunity.
KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).
Data Source: 49 KPIs
Data Sources allow users to easily and quickly perform ad hoc analysis and customize reports, dashboards, and stories. A properly deployed Data Source will contain data from your CRM system (e.g., Customer Relationship Management and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).
Dashboards: 17 KPIs
A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”
E.g., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.twb” workbook. In Tableau Server, search for “- AP Aging”, then click the “Vendor” view.
Dashboard List
DataSelf Analytics: CRM Funnel (7 KPI)
DataSelf Analytics: CRM Opportunities (1 KPI)
DataSelf Analytics: CRM Sales Velocity (2 KPI)
DataSelf Analytics: CRM Stuck Opportunities (6 KPI)
Reports: 67 KPIs
A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:
Main report of a Workbook: “Tableau Workbook name (twb file)”
Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”
E.g.:
“Account - Avg Days to Close” report can be found in the “Core” worksheet on the “Account - Avg Days to Close.twb” workbook. In Tableau Server, search for “Account - Avg Days to Close”, then click the “Core” view.
“Account - Avg Days to Close: Owner” report can be found in the “Owner” worksheet on the “Account - Avg Days to Close.twb” workbook. In Tableau Server, search for “Account - Avg Days to Close”, then click the “Owner” view.
Report List
Account - Open Opportunities: Acct Address (1 KPI)
Account - Open Opportunities: Acct Territory (1 KPI)
Account - Open Opportunities: Acct Type (1 KPI)
Account - Open Opportunities: Campaign (1 KPI)
Account - Open Opportunities: Core (1 KPI)
Account - Open Opportunities: Opp Stage (1 KPI)
Account - Open Opportunities: Opp Type (1 KPI)
Account - Open Opportunities: Owner (1 KPI)
Account - Open Opportunities Closing Soon: Acct Address (1 KPI)
Account - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Account - Open Opportunities Closing Soon: Acct Type (1 KPI)
Account - Open Opportunities Closing Soon: Campaign (1 KPI)
Account - Open Opportunities Closing Soon: Core (1 KPI)
Account - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Account - Open Opportunities Closing Soon: Opp Type (1 KPI)
Account - Open Opportunities Closing Soon: Owner (1 KPI)
Account - Open Opportunity Details: Acct Address (1 KPI)
Account - Open Opportunity Details: Acct Territory (1 KPI)
Account - Open Opportunity Details: Acct Type (1 KPI)
Account - Open Opportunity Details: Campaign (1 KPI)
Account - Open Opportunity Details: Core (1 KPI)
Account - Open Opportunity Details: Opp Type (1 KPI)
Account - Open Opportunity Details: Owner (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Address (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Territory (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Acct Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Campaign (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Core (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Opp Type (1 KPI)
Account - Open, Won, Lost, Total and Count by Month: Owner (1 KPI)
Account - Win Forecast by Month: Acct Address (1 KPI)
Account - Win Forecast by Month: Acct Territory (1 KPI)
Account - Win Forecast by Month: Acct Type (1 KPI)
Account - Win Forecast by Month: Campaign (1 KPI)
Account - Win Forecast by Month: Core (1 KPI)
Account - Win Forecast by Month: Opp Stage (1 KPI)
Account - Win Forecast by Month: Opp Type (1 KPI)
Account - Win Forecast by Month: Owner (1 KPI)
Owner - Avg Days to Close: Account (1 KPI)
Owner - Avg Days to Close: Acct Address (1 KPI)
Owner - Avg Days to Close: Acct Territory (1 KPI)
Owner - Avg Days to Close: Acct Type (1 KPI)
Owner - Avg Days to Close: Campaign (1 KPI)
Owner - Avg Days to Close: Core (1 KPI)
Owner - Avg Days to Close: Opp Type (1 KPI)
Owner - Open Opportunities: Account (1 KPI)
Owner - Open Opportunities: Acct Address (1 KPI)
Owner - Open Opportunities: Acct Territory (1 KPI)
Owner - Open Opportunities: Acct Type (1 KPI)
Owner - Open Opportunities: Campaign (1 KPI)
Owner - Open Opportunities: Core (1 KPI)
Owner - Open Opportunities: Opp Stage (1 KPI)
Owner - Open Opportunities: Opp Type (1 KPI)
Owner - Open Opportunities Closing Soon: Account (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Address (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Territory (1 KPI)
Owner - Open Opportunities Closing Soon: Acct Type (1 KPI)
Owner - Open Opportunities Closing Soon: Campaign (1 KPI)
Owner - Open Opportunities Closing Soon: Core (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Stage (1 KPI)
Owner - Open Opportunities Closing Soon: Opp Type (1 KPI)
QA - CRM Opportunity: Account (1 KPI)
QA - CRM Opportunity: Acct Territory (1 KPI)
QA - CRM Opportunity: Opp Stage (1 KPI)
QA - CRM Opportunity: Opp Type (1 KPI)
QA - CRM Opportunity: Owner (1 KPI)
Subject to change without notice. The actual templates can be slightly different than the documented ones.