_CRM_Activity: Tableau Pro Templates - 75 KPIs

This page describes DataSelf Pro’s customizable Tableau Templates for CRM Activity.

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: 36 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 CRM system (e.g., Customer Relationship Management 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).

Dashboards: 15 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., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.twb” workbook. In Tableau Server, search for “- AP Aging”, then click the “Vendor” view.

Dashboard List

DataSelf Analytics: CRM Activities (3 KPI)
Account: Account (6 KPIs)
Details: Details (1 KPI)
Onwer: Onwer (5 KPIs)

Reports: 24 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.:
- “Account - Activity Details” report can be found in the “Core” worksheet on the “Account - Activity Details.twb” workbook. In Tableau Server, search for “Account - Activity Details”, then click the “Core” view.
- “Account - Activity Details: Owner” report can be found in the “Owner” worksheet on the “Account - Activity Details.twb” workbook. In Tableau Server, search for “Account - Activity Details”, then click the “Owner” view.

Report List

Account - Activity Count by Month: Acct Territory (1 KPI)
Account - Activity Count by Month: Acct Type (1 KPI)
Account - Activity Count by Month: Core (1 KPI)
Account - Activity Count by Month: Details by Account (1 KPI)
Account - Activity Count by Month: Owner (1 KPI)
Account - Avg Days Between Activities by Month: Acct Territory (1 KPI)
Account - Avg Days Between Activities by Month: Core (1 KPI)
Account - Avg Days Between Activities by Month: Owner (1 KPI)
Account - Days Since Last Activity: Core (1 KPI)
Account - Days Since Last Activity: Owner (1 KPI)
Owner - Activity Count by Month: Account (1 KPI)
Owner - Activity Count by Month: Acct Territory (1 KPI)
Owner - Activity Count by Month: Acct Type (1 KPI)
Owner - Activity Count by Month: Core (1 KPI)
Owner - Activity Count by Month: Details by Account (1 KPI)
Owner - Activity Count by Month: Details by Lead (1 KPI)
Owner - Activity Count by Month: Lead (1 KPI)
Owner - Activity Count by Month: Lead Source (1 KPI)
Owner - Activity Count by Month: Lead Type (1 KPI)
QA - CRM Activity: Account (1 KPI)
QA - CRM Activity: Acct Territory (1 KPI)
QA - CRM Activity: Lead (1 KPI)
QA - CRM Activity: Lead Type (1 KPI)
QA - CRM Activity: Owner (1 KPI)

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