The day-to-day operations of companies rely heavily on business intelligence. This is similar to how the internet works.
Data Visualization in Data Analysis is critical because it allows us to create reports and dashboards to analyze various sources.
Tableau is a popular BI (Business Intelligence) tool. Data visualization is easier and more dynamic with Tableau Dashboard Examples.
Tableau is a popular business intelligence tool for visualizing large amounts of data.
Tableau is one of the most popular data visualization tools on the market, with clients citing its versatility and ease of use as the main reasons for its popularity.
A Tableau dashboard integrates all the different views and worksheets into one location to facilitate improved data analysis.
There are many different dashboards available for different types of business inquiries.
The operational staff of a distribution facility might use a Tableau dashboard to check on the day’s sales progress.
Dashboards like these differ from those used by a company’s CEO to keep track of the progress of various divisions.
The dashboard of the operational team may require updates every ten minutes with statistics regarding orders, whereas the CEO’s dashboard may only require updates every day.
If you’re interested in studying Tableau from the ground up, you can enroll in any courses listed here. They’re all excellent choices.
This article will show you the best Tableau dashboard examples, but before we get started, let’s learn how to create a Tableau dashboard in four simple steps.
What Is Tableau?
Tableau is a business intelligence software that allows businesses to analyze data and visualize results.
Tableau allows companies to identify patterns in their data and display them graphically.
Tableau allows non-technical users to benefit from powerful analytic features while still taking full advantage of its straightforward representations.
You can choose between Tableau Online, a cloud-based service, and Tableau Server, a server-based solution.
Many third-party applications add to the functionality of Tableau Server and Tableau Online.
Tableau Prep builder lets users connect to various data sources and prepare them for analysis using calculated fields and cleaning.
Tableau Prep conductor assists users in scheduling, monitoring, and debugging dashboard and report jobs. This article examines some of the very best examples of Best Tableau dashboards.
Tableau Dashboards: Understanding how they work
You can select from a variety of views on the Tableau dashboards. Dashboards let users compare multiple types of data simultaneously because data can be viewed in different ways in each view.
You can access dashboards by clicking the ‘New Dashboard’ option on the bottom tab, which is also where you can see the sheets that you are currently working on.
Creating dashboards is as easy as dragging and dropping views from the sheets to the visualization area.
It’s not only about using Tableau’s visualization tools to make the best-looking dashboards.
Consider the audience’s perspective and present pertinent material in a way that is easy for them to understand.
In general, building dashboards entails careful consideration, well-informed design, and iterative refining.
Tableau has several tools, including tooltips and filters, to create a nice dashboard without clogging up the viewable area.
This section gives you access to sales, marketing, customer service, and financial statistics dashboards.
Best Tableau Dashboard Examples
1. Sales Pipeline Dashboard
A sales dashboard allows executives and managers to track sales KPIs in one location and enables their staff to accomplish goals through detailed sales performance analysis.
Some businesses are successful because of their ability to identify pivot points quickly.
You can use this approach to understand your sales funnel and where your leads are coming from, so you can focus your efforts on that area to meet your goals.
You can slice data to see your sales pipeline in multiple tiers and better understand the health and state of your dashboard.
There are many standard KPIs in sales, including sales objectives, monthly sales growth, average profit margins, and other metrics, such as sales prospects, sales per rep, product performance, and the average cost per lead.
You’ll now have access to more restricted pipeline data, including KPIs, opportunity stages, sales representatives, and so on.
The Sales pipeline dashboard is demonstrated in the following example. Sales executives, managers, and analysts can monitor the health of the sales pipeline with this dashboard.
The sales pipeline dashboard enables sales managers and analysts to analyze the next steps in opportunities and timeframes for transactions.
It is also possible to analyze custom KPIs such as partner involvement, product categories, and many more.
E-Commerce Sales Dashboard
E-Commerce Sales Dashboard shows users how much revenue is generated by various categories and allows them to drill down to see revenue generated by individual products.
The graph also shows the price of products over the past few months and revenue for each.
The eCommerce market experiences frequent price fluctuations due to sales and other events, so this tool is extremely useful.
Executive Sales Dashboard
The Executive Sales Dashboard differs from the others in that it provides an overview of the firm’s overall performance. The report includes sales, profit, and shipping costs.
It provides data on how long it takes to ship a product as a supply chain indicator. Executives can use the average basket size as a benchmark for future expansion.
Regional Sales Dashboard
Regional Sales Dashboards allow companies to monitor sales in different regions. You can also see what makes up the sales in these regions.
The tool shows sales trends across all regions and provides a way to drill down to specific markets. The manager can also get an idea of the profits made by these territories.
2. Account Management 360 View Dashboard
You will play a large role in your sales career regarding data. Data lets you create a road map of every step you have taken to avoid making mistakes during client interactions.
You may not be aware that a client recently had a terrible experience with your customer service department or that a contract is still in the works that you have forgotten about.
When you have all of these metrics on one screen, it’s much easier to keep track of what’s going on in your account and make smarter decisions.
The various aspects of your business, including the structure and clients it has served, are detailed comprehensively.
Account management dashboards are designed with the success and engagement of customers in mind and service and product offers.
3. Retail dashboard
The retail dashboard is an important tool for monitoring and measuring KPIs in the retail sector.
You should monitor product availability, inventory turnover, customer satisfaction, foot traffic, customer retention, and sales per square foot as a retailer.
Executives and managers can view product availability in the example below through the dashboard. They can view availability by category, store, supplier, product, and even by the time of day.
4. Executive Overview Sales Summary Dashboard
The Executive Overview dashboard makes it easy for sales managers to track their company’s quarterly sales results.
It also helps sales leaders compare current quotas with past results and filter product reports based on CRM data.
Thanks to this technology, senior sales professionals no longer have to trawl through reams of spreadsheet data to arrive at precise conclusions.
Sales leaders will make quick decisions based on this overview without worrying about incorrect information and devote time to other areas.
The dashboard uses current quotas and previous data comparisons to point out business opportunities rather than overloading the user.
5. Marketing Funnel Dashboard
Marketing Funnel dashboard is a useful tool for marketing professionals who want to keep track of their efforts.
It can provide insight into the success of campaigns by indicating how many people register and purchase the services they promote.
It also shows how many campaign emails were sent and how many people opened them.
6. Social Media Tracking Dashboard
You must track how much money you spend on social media and measure its effectiveness when you’re a digital marketer.
Social media has become hugely popular in recent years, and data is shared daily.
The value of these data is only realized when they are linked together.
It is quite easy to use social media data. You can utilize pre-made templates to distribute your thoughts through various media.
The Social Media dashboard facilitates internal and agency team cooperation and KPI alignment.
Share your dashboard content with your team or management so they’re always updated on your marketing activities.
PPC dashboards allow you to monitor your PPC efforts and observe how they affect visitors to your website and revenue.
Social media marketing dashboards, such as the one below, provide an easy-to-read summary of the effectiveness of various strategies. You can view statistics on clicks, comments, likes, impressions, and more. “
7. Quarterly Forecast Dashboard
The Quarterly Forecast dashboard allows analysts to generate quarterly forecasts for sales organizations, comparing them against year-on-year growth.
You will be able to use this dashboard to look at your business from different angles, giving you a better sense of potential prospects, your pipeline, and the impact of a deal.
It will help you avoid unpleasant surprises by comparing sales results between different forecasts to determine which scenario is most likely and best.
You no longer need to worry about displaying the wrong variable during the specified future time when you make statements predicting future facts for your managers when using the Quarterly Forecast dashboard.
The dashboard can help you estimate how many software licenses your company will sell over the next 90 days so you can calculate your future revenue.
8. Helpdesk Ticketing Dashboard
The Helpdesk Ticketing Dashboard shows how well the helpdesk handles client tickets.
Helpdesk managers can use this report to keep track of their most critical performance metrics.
You may see at a glance totals for unresolved issues, tickets that have been closed, response times, and tickets organized by status.
9. Helpdesk Team Performance Dashboard
A manager can use the Helpdesk Team Performance Dashboard to evaluate the performance of each member of the team.
This report reveals the number of calls made and received by each member and distributed. Additionally, it offers information about abandoned and lost calls.
10. Sales Growth Dashboard
The Sales Growth dashboard allows you to track the performance of your sales force and the amount of income they may generate in a given time.
An easy-to-use dashboard helps you see how sales grow in different segments and regions and per salesperson.
Sales executives and managers use the dashboard to influence the creation and implementation of new corporate strategies.
This tool can help businesses track their revenue growth and identify areas for improvement since stagnant revenue growth puts companies at risk of being overtaken by their competitors.
A sales growth dashboard is one of the most powerful tools available because it keeps everyone on the same page, ensuring everyone is focused on sales and deadlines.
Reports are sent out on the progress of the company’s sales targets to keep everyone on their toes.
11. Sales Territory Assignment
A firm’s success depends on assigning leads and accounts according to location, industry, or account size.
The roles of salespeople are now clear to everyone, so there are no misunderstandings between them.
Using the Sales Territory Assignment dashboard, you can more efficiently assign prospects to your team members.
This dashboard can identify your target audience and effectively target your marketing tactics.
It categorizes your customers into smaller subgroups and displays them based on the characteristics they have in common.
A hybrid segmentation strategy is necessary to manage large leads and accounts, combining several grouping systems to understand your customers better.
12. Profit and Loss Dashboard
A Profit and Loss Dashboard allows senior management to see how much money they are making and how much money they are losing each month.
The chart shows the changing patterns of revenue, expenses, taxes, and other factors over time.
13. Employee Expense Analysis Dashboard
The employee expense analysis dashboard provides information about employees’ most frequently requested expenses.
This graph shows the top spending categories over the last few weeks and the employees who contributed to them.
14. Accounts Receivable Analysis Dashboard
An accounts receivable analysis dashboard can be helpful for financial controllers who monitor outstanding bills and their impact on the bottom line.
This chart shows the average time it takes to pay invoices. A financial manager can also see the amount of money blocked in various categories based on the age of invoices.
An invoice provides a list of the customers and the locations they owe money.
15. Sales Cockpit Dashboard
The Sales Cockpit provides the best dashboards for sales agent workflow. Sales Cockpit is an integrated tool that combines specific behaviors, data, and goals.
This dashboard allows your sales reps to see leads, client insights, and quota attainment in one place.
You can combine this tool with your CRM and other relevant extensions to assist you with taking the correct sales activities and maximizing your earnings.
Sales Cockpit’s dashboard has no seasonal restrictions. A sales representative who uses the tool all day will get superior results.
The bottom line will improve if the organization makes the right decisions.
Sales Cockpit’s dashboard ensures that its sellers continue to be updated without leaving the center of sales data.
16. HR Dashboard
A human resource dashboard provides key performance indicators (KPIs) for managing an organization’s most important asset: its people.
A few popular HR metrics are headcount, the average length of service, percentage of men and women, number of new employees, number of departing employees, and number of heads per department.
Executives and managers may keep tabs on the number of employees, age group, department, and experience with this HR headcount dashboard.
17. Super Sample Superstore Dashboard
Tableau comes with a superstore dataset as a default when you first install the software. It allows you to conduct research using this data set.
This data visualization technology assists its users in generating better designs, methods, and data arrangement strategies.
Once you’ve chosen a date range and location, you’ll be able to begin using Sample Superstore.
A prescriptive dashboard is available, as well as a descriptive one.
You can also select a sub-region after highlighting a region. If you’ve chosen Europe as your region, you may use the descriptive dashboard to narrow your search further.
A variety of date formats are available, including year-over-year and date-granularity.
A Prescriptive dashboard can be used in conjunction with the Descriptive dashboard to understand its outputs better.
The Superstore Sample dashboard primarily tracks changes in sales and profit margins, shipment times, and other metrics.
18. Marketing Dashboard
You can monitor marketing dashboards to determine your marketing campaigns’ effectiveness.
Executives and managers can keep track of various marketing KPIs such as the total number of impressions, click-through rates (CTRs), total costs, the number of leads generated, and the cost per lead.
19. Healthcare Data Dashboard
Health-care analysts have the issue of dealing with large datasets regularly. They have to deal with patients’ demographics and look for patterns to keep their records updated.
Tableau Healthcare Data dashboard allows you to instantly link and visualizes your data with a simple drag-and-drop method instead of manually constructing these analyses.
The dashboard will allow hospital administrators to monitor and identify patient risk on a single screen to comply with new requirements.
Health care providers like Providence and Mount Sinai have already used data visualization to link and uncover valuable insights.
The visualization tool has significantly impacted spotting the trend of frequent short-staying patients compared with long-staying patients.
20. Product Availability Dashboard
You might find it difficult to keep track of your inventory. Your merchandise will end up at the wrong level if you make a mistake.
The dashboard can help you with that. You can filter the available products by various criteria, such as category, retailer, and supplier.
Using this tool, you can analyze your inventory, whether in-store or en route, regardless of its inventory levels.
A visualization tool like this one helps reveal product excesses and out-of-stocks. You save a lot of money this way since too many items result in wasted expenditures, while a scarcity of products signals a lack of sales.
21. Promotional Optimization Dashboard
Promotions influence retail sales to the tune of more than 80%, yet spending money on advertising that cannot yield the results you want is one of the worst things you can do.
You need to be a regular optimizer if you want to answer questions such as “How do your competitors optimize their trade promotions?”.
There are also many questions to consider: how much money can you expect to make selling your items in a particular way?
The Promotional Optimization dashboard answers most of these questions.
This program incorporates data from digital media, retail data brokers, and previous promotions.
The data are presented visually at every promotion stage, from pre- to post-promotion.
22. Real Estate Dashboard
Several real estate companies, including Zillow and Redfin, utilize Tableau data to improve listings’ accuracy and provide agents with performance-focused reporting tools.
The first question on the mind of someone considering buying a new home is: Is now a good time to do so?
Real Estate dashboards enable homebuyers and sellers to determine if the value of properties in their desired neighborhood is increasing or decreasing.
Sellers can even use third-party analytics integrations to make better selections using this tool, revealing time-based listing performances.
23. Energy Sector Dashboard
Tableau allows easy analysis of large amounts of data in the energy and resource power sectors.
This dashboard tracks outputs, downtimes, and customer service on a regular and seasonal basis.
The interactive platform will help clients better understand and apply concepts, and in some cases, they will be able to obtain the information independently.
24. Supply chain dashboard
Supply chain dashboards display key performance indicators and measurements.
A supply chain KPI may include on-time delivery, inventory to sales ratio, supplier on-time delivery, or quantity of damaged, out-of-stock, or defective orders.
Like the example below, a supply chain dashboard is a good example of a shipping dashboard.
This dashboard allows executives and managers to monitor several KPIs, including the average delay of each shipper and company, and obtain additional information related to delay.
25. What-if-Analysis dashboard
What if an analysis dashboard could foretell how a certain circumstance will influence a company?
The dashboard enables customers to experiment with alternative scenarios and see the impact before deciding.
This dashboard allows management to see the effect of base salaries, sales objectives, and commission rates on sales reps’ compensation and make a more informed decision.
Final Word On Best Tableau Dashboard Examples
Tableaus’ visualization tools may be used to get new insights from your data, and the dashboards shown here can help you get started.
Tableau’s advanced analytical capabilities, combined with its visualization tools, make it a potent tool for growing your business.
Tableau’s only weakness is its lack of support for some enterprises’ most critical cloud-based services.
This article has covered Tableau, its dashboards, and some of the best examples of Tableau dashboards.