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Configure the Sales Insights Semantic Model and Metrics

The Tableau Next Sales Insights Model and Metrics template offers comprehensive visibility into your sales data. It includes key metrics for analyzing sales, team performance, leaderboards, stage progression, conversion rates, and sales lead analysis. This template installs the semantic model along with 15 pre-configured metrics and over 70 calculated fields. Designed for sales managers and key stakeholders, these insights provide a detailed breakdown of performance and forecasting across multiple dimensions, empowering them to monitor sales progress, pinpoint areas for improvement, and make data-driven decisions.

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, and Calendar Event.

For full functionality, you need the User, Business Period, Forecasting Fact, and Forecasting Item DMOs.

This template is designed to work with the Customer 360 data model that incorporates data from multiple parts of your business, like sales, service, marketing, and commerce.

  1. On the Tableau Next home page, select Marketplace.
    1. In the Search box, enter Sales, and select the Sales Insights Model and Metrics tile.
    2. Or, from your Tableau Next workspace, click Add, and select Semantic Model.
      The semantic model option in the Add dropdown list.
    3. Under Create New, select From Marketplace.
      Create a semantic model from the Marketplace.
    4. Select the Sales Insights Model and Metrics tile.
      Select the Sales Insights Model and Metrics template.
  2. View the template details and click Next.
  3. Select the data space for the semantic model.
  4. Click Next 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 semantic model and its supporting metrics. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.

See Also