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| <h1>Tableau Sales Dashboard Template — Margin, Target Attainment and Rep Ranking</h1><p class="sub">Point it at your own CSV export and every calculation is already written: a Tableau consultant bills 110-150 USD per hour and a starter dashboard is quoted at 10-16 hours.</p> |
| <h2>Calculated fields included (5)</h2> |
| <div class="f"><b>Gross Margin</b><p>Formula: <code>SUM([Revenue]) - SUM([Cost])</code></p><p>Uses: <code>Revenue</code>, <code>Cost</code></p></div> |
| <div class="f"><b>Margin %</b><p>Formula: <code>ZN(SUM([Revenue]) - SUM([Cost])) / SUM([Revenue])</code></p><p>Uses: <code>Revenue</code>, <code>Cost</code></p></div> |
| <div class="f"><b>Quota Attainment</b><p>Formula: <code>ZN(SUM([Revenue])) / SUM([Quota])</code></p><p>Uses: <code>Revenue</code>, <code>Quota</code></p></div> |
| <div class="f"><b>Avg Order Value</b><p>Formula: <code>SUM([Revenue]) / COUNTD([Product])</code></p><p>Uses: <code>Revenue</code>, <code>Product</code></p></div> |
| <div class="f"><b>Below Target</b><p>Formula: <code>IF ZN(SUM([Revenue])) < SUM([Quota]) THEN 'Behind' ELSE 'On track' END</code></p><p>Uses: <code>Revenue</code>, <code>Quota</code></p></div> |
| <h2>Columns your CSV must have (8)</h2><table><tr><th>Column</th><th>Type</th><th>Role</th></tr><tr><td><code>Order Date</code></td><td>date</td><td>dimension</td></tr><tr><td><code>Region</code></td><td>string</td><td>dimension</td></tr><tr><td><code>Rep</code></td><td>string</td><td>dimension</td></tr><tr><td><code>Product</code></td><td>string</td><td>dimension</td></tr><tr><td><code>Units</code></td><td>integer</td><td>measure</td></tr><tr><td><code>Revenue</code></td><td>real</td><td>measure</td></tr><tr><td><code>Cost</code></td><td>real</td><td>measure</td></tr><tr><td><code>Quota</code></td><td>real</td><td>measure</td></tr></table> |
| <h2>CSV header row</h2><code class="hdr">Order Date,Region,Rep,Product,Units,Revenue,Cost,Quota</code> |
| <p>File you connect: <code>sales-export.csv</code></p> |
| <h2>Worksheets (4)</h2><ul><li>Margin by Region</li><li>Revenue Trend</li><li>Rep Ranking</li><li>Product Detail</li></ul> |
| <h2>Dashboards (1)</h2><ul><li>Sales Overview</li></ul> |
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