The Tableau Next Sales Leaderboard dashboard template provides a comprehensive overview of your sales pipeline with key metrics and visualizations. It highlights sales wins and emphasizes which opportunities sales reps want to priortize. The dashboard is designed for sales teams, delivering real-time insights.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view Marketplace templates: | Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set |
| To install semantic models in Data 360: | Data Cloud Architect permission set |
| To install and view Sales Insights: | Sales Insights user permission |
This template requires:
- Customer 360 Data Model installed in Data 360
- Sales Insights data kit installed in Data 360
- Sales DMOs: Account, Lead, Opportunity, Opportunity History, Opportunity Stage, Task, Contact Point Address, Calendar Event, User, Business Period, Forecasting Fact, and Forecasting Item.
This template is designed to work with the Sales Insights DMOs, mapping your sales data into valuable metrics.
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On the Tableau Next home page, select Marketplace.
- In the Search box, enter Leaderboard, and select the Sales Leaderboard tile.
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Or, from a workspace, click Add, and select New
Dashboard.
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To view dashboard templates, select From Marketplace.
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Select the Sales Leaderboard template tile, and click
Next.
- View the template details and click Next.
- Select the data space for the semantic model.
- Click Create Dashboard to start the installation process.
The template checks your org to make sure that all prerequisites and permissions are set up correctly to install the dashboard. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.