Tableau Pro: SO Sales Order

Owned by Joni Girardi
Last updated: Apr 19, 2024
4 min read

_SO_Sales_Order: Tableau Pro Templates - 177 KPIs

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

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Data Source measure (e.g., Cost of Sales from the _SI_SalesInvoice Data Source); a Data Source dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Data Source: 87 KPIs

Data Sources allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Data Source will contain data from your Sales system (e.g., ERP, POS, and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

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).

 

image-20240407-053626.png

Dashboards: 34 KPIs

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

Dashboard Naming Convention:

  • “Tableau Workbook name (twb file)”: “Tableau Dashboard name (view name)”

  • E.g., “– Booked by Month: Company” dashboard can be found in the “Company” worksheet on the “– Booked by Month.twb” workbook. In Tableau Server, search for “– Booked by Month”, then click the “Company” view.

Dashboard List

– 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)
– 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: 56 KPIs

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

  • Main report of a Workbook: “Tableau Workbook name (twb file)”

  • Slices of the main report: “Tableau Workbook name (twb file)”: “Tableau Worksheet name (view name)”

  • E.g.:

    • “Customer - Booked Details” report can be found in the “Core” worksheet on the “Customer - Booked Details.twb” workbook. In Tableau Server, search for “Customer - Booked Details”, then click the “Core” view.

    • “Customer - Booked Details: Salesperson” report can be found in the “Salesperson” worksheet on the “Customer - Booked Details.twb” workbook. In Tableau Server, search for “Customer - Booked Details”, then click the “Salesperson” view.

Report List

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: 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)

 

Subject to change without notice. The actual templates can be slightly different than the documented ones.