Results

Management Dashboard

Sales Dashboard

A hypothetical client requested to create two Tableau dashboards for their UK-based call center handling restaurant bookings.

The first dashboard is designed for management to view overall sales team statistics, and the second for displaying and comparing team performance in the call room. Both dashboards must include various data points such as total calls, covers booked, average time to answer, and performance metrics per team and agent.

Additionally, the design should align with the company's branding and colors.

The client also requested additional data points and visualizations to enhance performance monitoring.

Approach

Two compact dashboards were implemented, utilizing the benefits of Tableau-specific features such as ranking functions, filters, customizable tooltip design, and charts' conditional formatting (including mark shapes and background colors). All requested metrics were visualized according to the request. 

Data Source 

Joined table based on multiple CSV files (Google Drive).

Data visualization highlights 

• Team performance is presented as a scatter plot chart with a trendline, facilitating easy identification of outperforming and underperforming teams based on the covers booked versus calls ratio.
• Bookings per restaurant are visualized on a map, with detailed information accessible via tooltips. The geo-mapping configuration was somewhat challenging but successfully implemented.
• Call outcome breakdown depicted as a single stacked column chart, offering a compact and comprehensive view.
• The Agent Leaderboard, based on a 'global leadership rank' metric, combines each agent's total calls, covers booked, and average time to answer.