Course: Analysing sales data and presenting findings using Tableau stories

In this Tableau Academy Course we're looking at how to use Tableau to explore and analyse data to be able to draw insights to present back to stakeholders on which products to focus our sales on

For information on how Tableau Academy works please refer to our Welcome To Tableau Academy Guide.

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The Project

In this lesson you’ll be exploring and analysing your organisation’s product sales and profit data to help decide which products to focus on (and not focus on) as part of a re-design of the global sales incentive plan which rewards sales peoples based on what and how much they sell.

Intro Video:

The Brief:

The Global Sales Operations team have been tasked with looking at how the sales incentive plan can be re-designed to better focus sales efforts on the products that bring in the most sales and profit.

Currently the same commission percentage is paid irrespective of the products sold, profit margins, discounts etc. In order to drive a change in the sales team to focus on products that generate more profitable business the team want to look at setting different commission levels based on different product groupings.

You’ve been asked to provide some insight into how the products could be grouped together for the next project meeting, specifically you’ve been asked to look at:

• Which are the ‘core’ products that generate the majority of revenue and profit for the company.

• Which should be the ‘focus’ products that have high growth, high profit margins or high potential that isn’t being realised.

• Which products should not be focussed on as they’re not profitable or sales efforts could be better focussed elsewhere.

You’ll be presenting your insight at the next project meeting, which will then be used as part of the decision making around which groups each product should fall into in the new sales incentive plan.