5 Great Tableau Dashboard Examples to Try out Today
As a Data Analyst, I often get inspiration from looking at various Tableau Dashboard Examples. These dashboard examples can help you develop reports to make data-driven decisions.
If you haven’t heard of Tableau, it is a popular business intelligence tool. Many organizations around the world use it to perform data visualization. It’s quite easy to learn Tableau, and it will provide a good (and quick) overview of business performance.
In this post, you will understand the capabilities of Tableau and learn about helpful Tableau Dashboard Examples.
What is Tableau?
Tableau is a Business Intelligence solution that allows you to visualize data. Users can construct and share an interactive dashboard that displays the data’s trends and variances.
Tableau also allows data blending and real-time collaboration, which makes it unique. Businesses, academic researchers, and many other organizations use it for visual data analysis.
Tableau may connect to many data sources to analyze data, including flat files, cloud data warehouses, and Big Data sources. This business intelligence tool is easy to use and allows real-time collaboration. This way, anyone in your business can build and view dashboards.
Get Inspired by Tableau Dashboard Examples
For any company’s data analytics initiatives to succeed, you’ll need good dashboard inspiration. It is vital to use best practice dashboard design in any business intelligence process.
These Tableau Dashboard Examples will demonstrate the capabilities of data analytics and will help you understand business key performance indicators.
Last Updated September 2022
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Sales Performance Dashboard
The first on our list of great Tableau Dashboard Examples is the Sales Performance Dashboard. It is a favorite to many analysts as it can provide significant value!
Sales dashboards present relevant and actionable sales data, allowing sellers to make data-driven decisions quickly. Since Sales Reps have limited time, they need information that immediately provides a holistic perspective of their deals and the flexibility to drill down into any data point.
For a sales dashboard, make sure you focus on your audience and the key performance indicators necessary for the sales team. You can then begin to create a powerful sales dashboard that your organization will love!
It’s also important to ask yourself these questions while developing your dashboard:
- Who is your audience? Will this dashboard be developed for sales executive managers and sales analysts? Knowing your target audience can help you decide which sales key performance indicators to include.
- Which sales key performance indicators should you concentrate on in the dashboard? You should design your dashboard to represent important sales KPIs (such as monthly forecast, sales growth, new customers etc.)
- How often would the Sales Team need the data updated? Do the Sales Reps need the dashboard refreshed daily, or do they look at it once a week?
Below is a good Tableau Dashboard Example for Sales Performance
This effective sales dashboard features interconnected KPIs that provide valuable insight into essential functions. These functions may include sales growth, new customers, specific benchmarks, sales margins, and acquisition expenses. You can also do something similar for a sales pipeline dashboard.
Senior sales executives may use this easy-to-understand dashboard to address any possible performance concerns. They can also make quick, confident decisions that will raise conversion rates and improve investment return.
Top courses in Tableau
KPIs you need for a Sales Performance Dashboard:
- Sales Growth
- Sales Budget
- Customer Acquisition Cost
- Sales Margin Growth
- Customer Lifetime Value
If you’re interested in building a Sales Dashboard on Tableau, this video gives you a step-by-step process.
Marketing KPI Dashboard
You can trust me when I say that many companies spend BIG when it comes to marketing! Hence, marketers are always looking for ways to reduce this spending but optimize the results.
The marketing dashboard provides an overview of critical Key Performance Indicators (KPIs). These indicators give widespread insight into metrics such as customer lifetime value, cost per acquisition and return on investment. It is important for marketing managers, executives, and business owners looking to reach out to new potential clients.
When it comes to data, today’s marketers must have a scientific approach, especially in handling their marketing campaigns. Marketers may act on this data and improve the effectiveness of their campaigns, websites, and more by measuring these indicators regularly.
Below is a Marketing KPI Dashboard
A Tableau Dashboard Example like this provides you with the following:
- It enables your team with a way to measure overall results such as Revenue per Acquisition, Lead Counts, and Cost per Acquisition.
- It displays the key performance indicators in an easy-to-read way.
- It allows the marketing team to analyze current data and make decisions based on the data visualizations’ contents.
- It combines all the data from numerous marketing channels into a single dashboard.
Important KPIs you can use for Marketing Dashboards
- Cost per Acquisition
- Revenue per Acquisition
- Conversion Rate (Acquisitions/Leads)
- Return on Investment
- Marketing Spend vs. Budget
Customer Service Dashboard
You can use a Customer Service dashboard to keep track of customer satisfaction, a company’s service levels, and department performance. Charts are displayed showing the state and patterns of relevant Key Performance Indicators. You then utilize these to develop more efficient procedures for dealing with customers’ problems, questions, and even social media queries.
Customer service managers can use customer service dashboards, executives, and individual team members to ensure a customer’s success. Managers and executives can see everything happening with their consumers, making this useful because they can deal with problems as they arise, preventing them from becoming more serious and time-consuming.
Here is a creative Tableau Dashboard Example on Customer Service
Above is one of my favorite dashboard setups! It includes all of the customer service KPIs you’ll need to optimize the customer service department, enhance your staff’s skills, and improve your consumer-facing strategy.
Important KPIs in a Customer Service Dashboard
- First Call Resolution
- Unresolved Calls
- Average Response Time
- Number of Complaints
If you’re looking for more information on Customer Service Dashboards, this blog post covers the benefits of the Customer Service Dashboards and important metrics you can use.
Financial Performance Dashboard
Whenever we think about Financial Performance, we often think about “spreadsheets” or long tables. These spreadsheets are often hard to update, take time to create, and are really difficult to read. It’s a well-kept secret that you can actually better portray Financial Performance in a dashboard!
A financial dashboard enables businesses and their finance departments to track, evaluate, and comprehend their organization’s financial state and performance. Furthermore, a financial reporting dashboard adds a layer of data visualization that spreadsheets can’t, making it easier than ever to keep track of profit margins, sales, expenses, and other financial metrics.
Financial performance dashboards are designed to give a high-level view of how a company should spend its money. They also emphasize the key parameters that determine the company’s overall balance.
Below is a Financial Performance Dashboard Example
A financial dashboard like this tracks performance and drills down into returns on equity and assets. Its modern balance sheet, coupled with assets and liabilities charts, makes it easy to understand and gauge the business’s financial performance.
KPIs to use in a Financial Performance Dashboard
- Return on Equity
- Return on Assets
- Working Capital Ratio
- Debt-Equity Ratio
Human Resources Dashboard
Often, human resources is an afterthought when it comes to business intelligence. However, it’s imperative to understand HR analytics since a company’s workforce is its greatest asset.
A human resource dashboard shows you a visual representation of various HR indicators. It gives you an insight into key performance indicators at several levels and HR tasks such as performance management, recruitment, and attendance.
Employee performance is the most prevalent statistic tracked by most HR dashboards. It can take the form of attendance, performance, sales, production, or any other metric.
An HR dashboard may help drive employees to achieve better in each area through real-time data and clear indicators. Employees can monitor how they perform, providing them with valuable input that will help them maintain their current level of performance in the future.
Below is a Tableau Dashboard Example on HR Analytics
The above table is perfect for HR managers and those responsible for specific departments. The employee performance dashboard is a popular example of how to monitor your organization’s workforce. By creating an HR dashboard like the one above, you’ll be able to make the changes you need to engage and motivate your team for success.
Essential KPIs for the HR Dashboard
- Learning and Development Costs
- Performance Reviews
- Employee Productivity
- Absenteeism Rate
If you are looking for more tips on building dashboards, this blog post summarizes the top effective tips to create better data visualizations.
To Conclude, Dashboards are Important in any Process!
Whether we’re developing a marketing strategy, reviewing the financial state of a business, or looking at customer service, dashboards are a quick way to get the information you want. Data assists us in navigating the future’s unpredictable road.
Dashboards help us see trends, make informed judgments, and anticipate future events. You can extract massive value from the data and use it to drive action in your business. Dashboards also increase data accessibility across any organization and are helpful for any business user in monitoring performance and turning high-level insights into action.
These Tableau Dashboard examples discussed above show you how easy it is to make the best-informed decisions in an easily accessible manner, something that every company needs!
You can develop these dashboards using Tableau or any other visualization tool. Tableau comes as a free or paid version; however, the free version does have some limitations. If you’re looking for other free, open-source data visualization tools, this post from Udemy covers some additional tools and platforms you can use.