Sales KPI Dashboard built on Tableau

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At the bottom of this page is the interactive dashboard created using Tableau. This dashboard was built for a sales agency to track their key performance indicators (KPIs). For demonstration purposes, I’ve populated it with dummy data to maintain security.

Dashboard Features

Interactive Filtering

The dashboard offers multiple ways to filter and analyze data:

  • Date range selectors at the top
  • A filter toggle button for cleaner screenshot exports
  • Click-to-filter functionality on every metric displayed

Custom Tooltips

Each visualization comes with detailed tooltips that provide additional context. For complex metrics, these tooltips can be expanded to include comprehensive explanations and calculations.

The left-side navigation bar includes:

  • Quick links to relevant websites (Company website, LinkedIn, YouTube)
  • A PDF download button for easy sharing with clients and colleagues
  • Access to the detail dashboard.

Detailed Data View

The “Detail Dash” provides access to the raw data behind all visualizations. Users can:

  • Filter and sort data directly
  • Export filtered datasets to CSV
  • Troubleshoot discrepancies
  • Share raw data with clients when needed

Data Visualization

The dashboard presents several key metrics:

  • Dial and connection rates
  • Campaign performance across different channels (Mobile, Email, LinkedIn)
  • Call dispositions with detailed breakdowns
  • Performance metrics by vertical market

KPI Dashboard

Please View on Desktop

This dashboard is optimized for larger screens. For the best experience, please view on a desktop or laptop computer.

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