Revenue Analytics Dashboard

Features

• Revenue bridge / waterfall
• Cohort and retention view
• Price-volume-mix analysis

Requirements

• Tableau Desktop (latest version)
• Your own data source or the included sample dataset

Report pages

1. Revenue overview: Total revenue, growth and mix
2. Product and customer mix: Contribution by product line and customer segment
3. Pareto: Which items make up 80% of revenue

Measures and calculations

• Total revenue: Sum of invoice revenue
• Revenue share %: Revenue divided by revenue of everything selected
• Cumulative %: Running share used for the Pareto chart
• Revenue 3-month average: Rolling average of monthly revenue

Data model and required fields

• Revenue[InvoiceDate] (Date): Invoice date
• Revenue[Product] (Text): Product or service
• Revenue[Customer] (Text): Customer identifier
• Revenue[Amount] (Decimal): Invoiced amount

Compatibility and prerequisites

- Power BI Desktop (current release recommended). The report uses standard visuals only, so no custom visuals need to be installed. - Works with Import mode. DirectQuery is possible for most sources but is not tested. - Publishing and sharing needs a Power BI Pro or Premium Per User licence for you and your viewers, or a Premium capacity.

Included files

• Dashboard.pbix: The Power BI report with the data model and measures
• Setup guide (PDF): Step-by-step instructions to connect your own data

License options

• Single user: One named person may use and edit the template for their own work
• Company: Colleagues at one company may use it for that company's internal reporting
• Agency: Use with clients: contact us for a client-work licence

Changelog

Version 1.0.0

Initial release