Funnel Charts in Tableau

posted Dec 2, 2013, 9:25 AM by Sjon Benson   [ updated Dec 2, 2013, 10:15 AM ]

The Sales Funnel

I have worked with dynamic marketing executives that want to keep a pulse on their marketing efforts. I have been asked previously to build a sales funnel chart and have had little success in the past.

Funnel charts are a type of chart, often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization’s sales processes. A funnel chart is similar to a stacked percent bar chart.

Your Conversion Rates Between Stages

What is it? Conversion rates between stages tells you the percentage of opportunities that your team of sales reps is progressing from one stage to the next and so on down to the bottom of the funnel, where they are converted into deals. 

Sales Funnel Report - Funnel Conversions

Why is it important? This sales funnel report could be the most critical tool for sales coaching. Looking at this report gives managers the strengths and weaknesses at specific stages of the selling process.

How to use this sales funnel report? Once managers have ascertained at which stages they are losing the most opportunities, they can go to work fixing those stages, or plugging leaks in the sales funnel.  Answering the questions asked by this sales funnel report could lead to dramatically improved sales performances.

Tableau Funnel Chart Magic

I found this video on Tableau Software on demand training site of how to do this. Here is the link:

You will need a login or sign up to see the video. This technique doe require some advanced skills in Tableau report writing but will be worth the hooked smile and nodding approval of your marketing executive!

NHIS is a Tableau Alliance partner. We provide installation, configuration and development services for Tableau products. Contact NHIS, Inc today for more information.

Share your visual data with Tableau Public

posted Nov 19, 2013, 10:06 PM by Sjon Benson   [ updated Nov 26, 2013, 1:02 PM ]

I became a big fan of Tableau when was introduced to it a few years ago. Loved working with it while at Progrexion. I was able to create many visually stunning interactive reports with it. I wanted to keep up with my skills, however to purchase my own personal copy would require spending some big cash.

Then I found Tableau Public!  Since Tableau Public launched in February 2010, the number of users, called “authors” by Tableau, has steadily grown to more than 40,000. Authors can be found on six different continents, and they have been converting spreadsheets and tables into richly interactive data visualizations covering a wide range of topics, from sports to health and politics.

These authors now have a place to showcase a gallery of their best work, and readers of news sites and blogs now have a way to easily browse the work of their favorite authors by clicking on the byline “See more by this author” at the bottom of every published work.

In order to give authors the ability to customize their profile page, Tableau has included in the first version of this feature the ability to:

•Hide or show the byline for each workbook
•Hide or show each workbook
•Add an author name, location and bio
•Provide links to websites and social media pages
•Feature a workbook at the top of their profile page

Below is an example of embedding Tableau Public reports into a web page: 

This is a free product that will get you started in the exciting world of BI. 

NHIS is a Tableau Alliance partner. We provide installation, configuration and development services for Tableau products. Contact
NHIS, Inc today for information.

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