When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau for Sales Professionals
This Tableau course is for sales professionals who want to learn how to transform raw sales data into actionable insights. In this training, learners create interactive dashboards and reports that...
Read MoreOverview
This Tableau course is for sales professionals who want to learn how to transform raw sales data into actionable insights. In this training, learners create interactive dashboards and reports that help optimize sales strategies, forecast revenue, and identify new business opportunities. By the end of this course, learners confidently make data-driven decisions that drive business growth and stay ahead of the competition.
This course is not just about learning software; it's about becoming a data-driven sales professional. Learners gain hands-on experience with Tableau, connecting to various data sources, and building dashboards that track sales performance. Whether you're a sales rep, manager, or part of the leadership team, this course provides you with the tools to visualize sales data effectively and share insights with your team.
Skills Gained
- Apply the fundamentals and functionality of Tableau to visualize sales data
- Connect to various data sources
- Create a variety of performance-tracking charts
- Build focused dashboards to track sales performance and share with reps, managers, or leadership
- Uncover new insights like growth over time using table calculations
- Understand how and when to filter on regions, products, or reps
- Map geographic data to spot regional trends and opportunities
- Share and publish dashboards to keep teams aligned and targets in sight
Prerequisites
This course is designed for beginners, so no prior experience with Tableau is required. We'll guide you through the fundamentals and help you build a strong foundation in data visualization tailored specifically for sales.
Course Details
Technical Requirements
- Internet-connected laptop with Chrome or Firefox installed
- Microsoft Excel 2010 or later (2013 or later recommended)
- Tableau Desktop
- Tableau Server, Online, or Cloud, with at least one project learners can publish workbooks to
Materials
- All students will receive slides with lecture material, data sets, and labs
Course Outlines
Tableau Fundamentals
- Turning Sales Data into Competitive Advantage
- How top-performing sales teams use visual analytics to monitor progress, uncover trends, and stay ahead of targets
- Simple Data Connections and the Data Connection Interface
- Understanding the Main Tableau Interface
- Building Simple Visualizations
- Saving Options
- Understanding and Utilizing “Show Meâ€
- Dimensions vs. Measures and How They Affect a Viz
- What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
- Continuous vs. Discrete Variables
- Basic Dates
- Setting the Fiscal Year
- Basic Aggregations
- Hierarchies
- Sorting
- Grouping
- Formatting
- Color
- Size
- Labels
- Detail
- Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
- Building A Performance Tracking Dashboard
- Labeling, Annotations, Tooltips and Data Highlighting
- Axis Labels
- Annotations
- Tooltips
- Using the Data Highlighter
- Quick Filters
- Filter Behavior Customization
- Dashboard Objects
- Navigation Button
- Download Button
- Publishing and Sharing
- Connecting to CRM Systems
- Live vs. Extract Connections – The Basics
- Reshaping and Formatting Data for Tableau
- Managing Multiple Data Connections in a Single Workbook
- Cross Database Filters
- Cross Database Joins
- Understanding the Navigation Menu
- Calculated Fields
- Basic Calculations
- If/Then
- Case/When
- Date Calculations
- YTD Calculations
- Fixed LOD Calculations
- Showing Trends or Change Over Time
- Line Charts for Quota Progress and Revenue Trends
- Moving Averages to Smooth Seasonality
- Line Chart with Percent Change and YOY Growth
- Forecasting
- Part to Whole and Ranking Analysis
- Bar and Stacked Bar Charts for Top Campaigns, Channels, and Audience Segments
- Side-by-Side Bars for Comparing Engagement, Spend, and Conversions
- Pie Charts for Budget Allocation or Channel Share
- Using Index and Ranking Calculated Fields to Show Top Performers
- Bar Chart with Conditional Formatting
- Creating Dual Axis Charts and Combo Charts
- Using Measure Names and Measure Values to Build Tables
- Totals and Subtotals
- Using Maps and Spatial Analysis
- Visualizing Custom Regions
- Showing Relationships between Numbers
- Scatter Plots for Analyzing Discount vs. Win Rate or Deal Size
- Trend Lines and Statistical Features
- Reference Lines for Targets, Quotas, and Averages
- Distributions
- Heatmaps and Highlight Tables
- Histograms
- KPI and BANs
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
The technical data in the AWS Solutions Architect course was very thorough.
The instructor was thorough and they also provided hands-on demonstrations with labs.
Course was great and informative. The instructor had a good flow and was very personable.
Very interactive and in-depth course that really got me ready for the industry
it was good and very informative. Instructure covered everything in detail.
