_SO_Sales_Order: Tableau Pro Templates -

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177 KPIs

This page describes DataSelf Pro’s customizable Tableau Templates for SO Sales Order.

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A Tableau Data Source (tds or tdsx file) contains data and a data model that prepares your raw data for powerful reporting. Data Sources include dimensions, hierarchies, measures, and parameters that can be used in reporting. Data sources' (tdx or tdsx files ) data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Tableau Creator (Tableau Desktop and/or Prep).

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Dashboards:

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34 KPIs

A Tableau Dashboard contains one or more Tableau Worksheets and/or other objects such as webpages.

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– Booked by Month: Company (2 KPIs)
– Booked by Month: Customer (2 KPIs)
– Booked by Month: Item (2 KPIs)
– Booked by Month: Salesperson (2 KPIs)
– Booked by Month: Ship To (2 KPIs)
– Fulfillment Rates: Fill Rate (3 KPIs)
– Fulfillment Rates: Fill Rate by Customer (3 KPIs)
– Fulfillment Rates: Fill Rate by Product (3 KPIs)
– Fulfillment Rates: Fill Rate by Salesperson (3 KPIs)
– Fulfillment Rates: Fill Rate by ShipTo (4 KPIs)
– Open Orders by Order Date: Company (2 KPIs)
– Open Orders by Order Date: Customer (2 KPIs)
– Open Orders by Order Date: Item (2 KPIs)
– Open Orders by Order Date: Salesperson (2 KPIs)
– Open Orders by Order Date: ShipTo (2 KPIs)
– Orders Not Shipped Prior Day: Orders Not Shipped Prior Day (2 KPIs)
– Top Booked this Period: Month (6 KPIs)
– Top Booked this Period: Quarter (6 KPIs)
– Top Booked this Period: Week (6 KPIs)
– DataSelf Analytics: SO Late & Pending by Customer (2 KPIs)
– DataSelf Analytics: SO Late & Pending by Item (2 KPIs)
– DataSelf Analytics: SO Late and Pending Panel (2 KPIs)

Reports:

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56 KPIs

A Tableau Report is a Tableau Worksheet with a grid or chart. Report Naming Convention:

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All - DataSelf Analytics: SO Missed Shipments (1 KPI)
Customer - Booked Details: Core (1 KPI)
Customer - Booked Details: Item (1 KPI)
Customer - Booked Details: Salesperson (1 KPI)
Customer - Booked Details: ShipTo (1 KPI)
Customer - Booked per Month: Company (1 KPI)
Customer - Booked per Month: Core (1 KPI)
Customer - Booked per Month: Item (1 KPI)
Customer - Booked per Month: Salesperson (1 KPI)
Customer - Booked per Month: ShipTo (1 KPI)
Customer - Late Open Orders by Days Late: Core (1 KPI)
Customer - Late Open Orders by Days Late: Item (1 KPI)
Customer - Late Open Orders by Days Late: Salesperson (1 KPI)
Customer - Late Open Orders by Days Late: ShipTo (1 KPI)
Customer - Lost Sales by Order Month: Core (1 KPI)
Customer - Lost Sales by Order Month: Item (1 KPI)
Customer - Lost Sales by Order Month: Salesperson (1 KPI)
Customer - Lost Sales by Order Month: ShipTo (1 KPI)
Customer - Open Order Details by Expected Month: Core (1 KPI)
Customer - Open Order Details by Expected Month: Days Late (1 KPI)
Customer - Open Order Details by Expected Month: Item (1 KPI)
Customer - Open Order Details by Expected Month: Salesperson (1 KPI)
Customer - Open Order Details by Expected Month: ShipTo (1 KPI)
Customer - Open Orders All: Core (1 KPI)
Customer - Open Orders All: Days Late (1 KPI)
Customer - Open Orders All: Item (1 KPI)
Customer - Open Orders All: Salesperson (1 KPI)
Customer - Open Orders All: ShipTo (1 KPI)
Customer - Orders with Shipment Expected Yesterday: Core (1 KPI)
Customer - Orders with Shipment Expected Yesterday: Item (1 KPI)
Customer - Orders with Shipment Expected Yesterday: Salesperson (1 KPI)
Customer - Orders with Shipment Expected Yesterday: ShipTo (1 KPI)
Item - Late Open Orders by Days Late: Core (1 KPI)
Item - Late Open Orders by Days Late: Customer (1 KPI)
Item - Late Open Orders by Days Late: Salesperson (1 KPI)
Item - Late Open Orders by Days Late: ShipTo (1 KPI)
Item - Lost Sales by Order Month: Core (1 KPI)
Item - Lost Sales by Order Month: Customer (1 KPI)
Item - Lost Sales by Order Month: Salesperson (1 KPI)
Item - Lost Sales by Order Month: ShipTo (1 KPI)
Item - Open Orders All: Core (1 KPI)
Item - Open Orders All: Customer (1 KPI)
Item - Open Orders All: Days Late (1 KPI)
Item - Open Orders All: Salesperson (1 KPI)
Item - Open Orders All: ShipTo (1 KPI)
Item - Open Orders with Shipment Expected Today: Core (1 KPI)
Item - Open Orders with Shipment Expected Today: Customer (1 KPI)
Item - Open Orders with Shipment Expected Today: Salesperson (1 KPI)
Item - Open Orders with Shipment Expected Today: ShipTo (1 KPI)
Salesperson - Booked per Month: Core (1 KPI)
Salesperson - Booked per Month: Customer (1 KPI)
Salesperson - Booked per Month: Item (1 KPI)
Salesperson - Booked per Month: ShipTo (1 KPI)
Salesperson - Lost Sales by Order Month: Core (1 KPI)
Salesperson - Lost Sales by Order Month: Customer (1 KPI)
Salesperson - Lost Sales by Order Month: Item (1 KPI)
Salesperson - Lost Sales by Order Month: ShipTo (1 KPI)

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