Breadcrumbs

Waterfall Comparison Dashboard

The Waterfall Comparison dashboard allows you to compare waterfalls of different time periods, products, and customers. The dashboard is built on top of a standardized Waterfall Dashboard and follows the same definition.

WaterfallComparisonDashboard05.png

Set Up Data and Filters

When setting up data for Waterfall Comparison Dashboard, there are some common user inputs and some which are specific for each type of the comparison.

Specific User Inputs

The user inputs are slightly different for each type of the comparison:

  • per Date

  • Product

  • Customer

Comparison Waterfall per Date

Input

Description

Comparison Type

Date

Product(s)

Allows you to choose one of the product attributes to be used for the analysis.

Customer(s)

Allows you to choose one of the customer attributes to be used for the analysis. Displayed only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

Date From/To (Period 1)

Defines a date range for data used in the analysis – the first range.

Default Value:

  • Date From (1) is set to the first day of January one year back.

  • Date To (1) is set to the last day of December one year back.

Date From/To (Period 2)

Defines a date range for data used in the analysis – the second range for comparison.

Default Value:

  • Date From (2) is set to the first day of January two years back.

  • Date To (2) is set to the last day of December two years back.

Comparison Waterfall per Product

Input

Description

Comparison Type

Product

Product(s) 1

Allows you to choose one of the product attributes to be used for the analysis.

Product(s) 2

Allows you to choose one of the product attributes to be used for the analysis for comparison.

Customer(s) 

Allows you to choose one of the customer attributes to be used for the analysis. Displayed only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

Date From/To

Filters data for the analysis according to the given time range.

Default Value:

  • Date From is set to the first day of January one year back.

  • Date To is set to the last day of December one year back.

Comparison Waterfall per Customer

Input

Description

Comparison Type

Customer. Available for selection only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

Product(s)

Allows you to choose one of the product attributes to be used for the analysis.

Customer(s) 1

Allows you to choose one of the customer attributes to be used for the analysis.

Customer(s) 2

Allows you to choose one of the customer attributes to be used for the analysis for comparison.

Date From/To 

Filters data for the analysis according to the given time range.

Default Value:

  • Date From is set to the first day of January one year back.

  • Date To is set to the last day of December one year back.

Common User Inputs

There are also common inputs that do not change based on the selected Comparison Type:

Input

Description

Waterfall Model

Allows you to choose the display model used in the waterfall.Currently there are 3 models available:

  • Absolute (selected by default) – Displays raw data with a thousands separator and currency symbol. Includes a drill-down defined in the Advanced Configuration waterfall-configuration.

  • By Absolute Unit – Displays data by unit value. Includes a drill-down defined in the Advanced Configuration waterfall-configuration.

  • Percentage – Displays data converted to percentages. The percentage base is defined by the user in the Advanced Configuration waterfall-configuration.

Currency

Allows you to choose the currency used in the dashboard. The exchange rate for the selected currency is fetched from system the ccy Data Source, the currency symbol is fetched from the CurrencySymbols Company Parameter.

Generic Filter

Allows you to set a generic transaction data filter. For example: display only data from Europe or Asia.
WaterfallComparisonDashboard01.png
Example: Comparison by Date

Analyze Results

For all three comparisons which are Product, Customer, and Date, there are the Waterfall Model types Absolute, Percentage, and By Absolute Unit. With enabled drill-down for adjustments.

Comparison by Date

image2022-5-5_17-8-24.png

The purpose of the Waterfall Comparison by Date is to benchmark 2 different time periods, typically last year and current year.

image2022-5-5_17-8-53.png

Comparison Waterfall per Time Period

Waterfall Model is Absolute

Check total values for each waterfall elements and compare those vales in money amount.

image2022-5-5_16-58-7.png

Waterfall Model is Percentage

Starting from one field defined in configuration as 100%, other values are normalized to get percentage.

image2022-5-5_16-57-30.png

Waterfall Model is By Absolute Unit

Displaying the unit value for each waterfall element so you can check what are the unit price, unit cost and profit by product.

image2022-5-5_16-56-55.png

Comparison Waterfall per Product(s)

Waterfall Model is Absolute

image2022-5-5_16-54-24.png

Waterfall Model is Percentage

image2022-5-5_16-55-30.png

Waterfall Model is By Absolute Unit

image2022-5-5_16-56-7.png

Comparison Waterfall per Customer(s)

Waterfall Model is Absolute

image2022-5-5_17-0-41.png

Waterfall Model is Percentage

image2022-5-5_17-1-15.png

Waterfall Model is By Absolute Unit

image2022-5-5_17-1-48.png

Used Advanced Configuration Fields

To learn about used advanced configuration fields, see Waterfall Comparison Dashboard (Technical User Reference).

Additional Information

Since version 1.14.0, a more user-friendly error message was implemented to help users better understand why the dashboard is not functioning properly. The previous generic error message, which appeared when the waterfall configuration step was skipped during deployment or was missing for any other reason, has been replaced by the following message:

Waterfall field mapping configuration is missing. Please contact your administrator.