Tableau • Sales Analytics • Customer Analytics • KPI Reporting

Tableau Sales & Customer Dashboard

A Tableau business intelligence project analyzing 2023 sales and customer performance against the previous year, with KPI summaries, subcategory performance, trend views, customer distribution, and top-customer profit insights.

Business Intelligence Tableau Workbook Sales Reporting Customer Insights

2023 KPI Snapshot

Main dashboard measures comparing 2023 performance against the previous year.

Total Sales$356M15.01% above previous year
Total Profit$641M30.30% above previous year
Total Quantity12.5K26.83% above previous year
Total Customers6938.62% above previous year
Sales Per Customer$513K5.88% above previous year
Total Orders1.7K28.29% above previous year

Dashboard Views

The workbook includes dedicated views for sales performance and customer performance.

Analysis Coverage

  • Sales, profit, and quantity KPI tracking with current-year versus previous-year comparison.
  • Subcategory-level sales and profit analysis to identify stronger and weaker product areas.
  • Sales and profit trend views highlighting above-average and below-average periods.
  • Customer distribution by number of orders and top customers ranked by profit.

Workbook Details

  • Built in Tableau with two dashboard tabs: Sales Dashboard and Customer Dashboard.
  • Packaged workbook includes a Hyper extract and source tables for orders, customers, products, and location.
  • Uses a year selection parameter set to 2023 for current-year KPI comparisons.
  • Includes dashboard navigation and filter controls for category, subcategory, region, state, and city.

Dashboard PDF Preview

Embedded from the provided Tableau dashboard PDF export.

Business Value

  • Supports sales performance monitoring through clear KPI comparison against the previous year.
  • Helps identify product subcategories that drive sales and profit outcomes.
  • Highlights customer concentration and ordering patterns for better follow-up and retention decisions.