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            Configure a Sales Leaderboard Dashboard

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            Configure a Sales Leaderboard Dashboard

            The Tableau Next Sales Leaderboard dashboard template provides a comprehensive overview of your sales pipeline with key metrics and visualizations. It highlights sales wins and emphasizes which opportunities sales reps want to priortize. The dashboard is designed for sales teams, delivering real-time insights.

            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, Calendar Event, User, Business Period, Forecasting Fact, and Forecasting Item.

            This template is designed to work with the Sales Insights DMOs, mapping your sales data into valuable metrics.

            1. From a workspace, click Add and select New Dashboard.
              The Dashboard action in the Add menu.
            2. To view dashboard templates, select From Marketplace.
              Open the Tableau Next Marketplace with existing templates to create a dashboard.
            3. In the Marketplace, select the Sales Leaderboard template tile, and click Next.
              Tableau Next Marketplace with the Sales Leaderboard template selected.
            4. View the template details and click Next.
            5. Select the data space for the semantic model.
            6. Click Create Dashboard 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 dashboard. If the template validation is successful, the installation process begins. If it fails, you’re provided with a list of errors to resolve.

             
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