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            Configure a Top Open Opportunities Visualization

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            Configure a Top Open Opportunities Visualization

            The Tableau Next Top Open Opportunities visualization template provides instant insights for sales managers to review and track top open opportunities. This visualization uses the data from the Sales Insights semantic model. Designed to allow analysts to visualize their data instantly and provide stakeholders with actionable insights, bypassing the time-consuming process of manual configuration and complex data modeling.

            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, User, User Role, Contact Point Address, Business Period, Calendar Event, Forecasting Fact, and Forecasting Item.

            This template is designed to work with the Sales Insights DMOs, mapping your sales data directly into this visualization.

            1. From a workspace, click Add and select Visualization.
              Add Visualization option
            2. To view visualization templates, select From Marketplace.
              Open the Tableau Next Marketplace with existing templates to create a visualization.
            3. In the Marketplace, select the Top Open Opportunities template tile and click Next.
              Tableau Next Marketplace with the Top Open Opportunities template selected.
            4. View the template details and click Next.
            5. Select the data space for the semantic model.
            6. Click Next 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 visualization. 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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