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Waterfall Dashboard - Configuration Details

Fields Definition



Waterfall_Dashboard_Diagram.png


Total Value

Component

Description

Local adjustments

 

Foreign exchange adjustment

Adjustments due to exchange/currency issues

Local/Regional adjustments

Adjustments for local costs (e.g. tariffs), regional customer preferences and market competitiveness

Volume discounts

 

 

 

 

 

 

 

 

 

Volume discounts

Discounts for bulk purchases

Sales channel discounts

Discounts for a specific sales channel

Seasonal discounts

Discounts for seasonal sales objectives (e.g. reduce inventory)

Customer negotiated discounts

Customized discounts negotiated with the customer

Free giveaways

Free services or products given to customer with a purchase and shown on the invoice

Competitive discounts

Discretionary discounts negotiated before the order is taken based on competitors' prices

Instant rebates

Rebates given before the invoice price

End-customer discounts

Discounts for end-customer rather than retailer or distributor (typically large end-customers)

Customer pick-up allowance

Allowance paid for customers who pick up the goods by themselves

Other on-invoice promotions

Others

Stocking allowance

 

 

 

 

 

 

 

 

 

 

Stocking allowance

Discounts paid to wholesalers/retailers to make large purchases into inventory (often before seasonal demand increase)

Early payment discounts

Negotiated discounts or deduction from the invoice if the payment is made early

Quick/cash payment discounts

Deduction from the invoice price if payment is made quickly

Rebates

Refunds given for purchasing at certain times, early orders or for selling a product to a specific customer

Marketing/Market development promotions

Allowance paid to support advertising of manufacturer's brand or to promote sales in a specific market segment or during a promotional time period

Rewards/Customer loyalty program

Redeem points for gifts or receive one-time promotions for those in loyalty programs; long-term agreements

Volume bonus

End-of-year bonus paid to customers if the preset purchase volume targets are met

Slotting allowance

Allowance paid to retailer to secure the set amount of shelf space and product positioning

Trade spend

Allowance for retailer to discounts from MSRP (manufacturer's suggested retail price)

End-customer discounts

Discounts for end-customer rather than retailer or distributor, types of pass-through

Other off invoice discounts

Others

Non-standard orders / customization costs

 

 

 

 

 

 

 

 

 

 

 

Non-standard orders / customization costs

Costs associated with manufacturing and delivering a non-standard or customized order

Consignment cost

Cost of funds when the supplier provides consigned inventory to a retailer or wholesaler

Shrinkage / returns / corrections

Cost of defective or damaged products

Freight

Cost of transporting goods to customer

Rush orders

Higher costs associated with filing and transporting orders more quickly

Free or expedited shipping

Higher costs of transporting goods to a specific customer

Inventory maintenance

Cost to hold goods in inventory

Receivables carrying / late payment cost

Cost of funds from the moment the invoice is sent until the payment is received; cost of delayed payments

Installation costs

Cost of installing products, including transportation and labor costs

Support and service cost

Cost of maintenance, general customer services, dedicated services, additional support, etc.

Performance guarantees / basic terms/ warranty

Discounts that seller agrees to give buyers if the seller misses performance targets (e.g. quality levels, delivery times, price protects)

Other transaction costs

Others

Raw materials

 

 

 

Raw materials

Cost of materials used to manufacture the product

Labor

Wages for employees directly involved in manufacturing the product

Production

Cost to manufacture the product

Other COGS

Others

Field Calculation

Each field value defined in the Advanced Configuration waterfall-configuration is retrieved by querying its SUM from the Datamart. The exceptions are fields marked as isSum – these are calculated based on previous field values.

Used Advanced Configuration Fields

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

Example

Name

Value

waterfall-configuration
JSON
{
   "waterfall-configuration": {
      "dataMart": "Standard_Sales_Data",
      "fields": [
         {
            "name": "GlobalListPrice",
            "label": "Global List Price",
            "isSum": false,
            "isPercentBase": true,
            "disabled": false,
            "isSubtract": false
         },
         {
            "name": "LocalAdjustments",
            "label": "Local Adjustments",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "ForeignExchangeAdjustment",
                  "label": "Foreign Exchange Adjustment",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "LocalAdjustment",
                  "label": "Local Adjustment",
                  "disabled": false,
                  "isSubtract": true
               }
            ]
         },
         {
            "name": null,
            "label": "Local List Price",
            "isSum": true,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false
         },
         {
            "name": null,
            "label": "On-Invoice Discounts",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "VolumeDiscounts",
                  "label": "Volume Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "SalesChannelDiscounts",
                  "label": "Sales Channel Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "SeasonalDiscounts",
                  "label": "Seasonal Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "CustomerNegotiatedDiscounts",
                  "label": "Customer Negotiated Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "FreeGiveaways",
                  "label": "Free Giveaways",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "CompetitiveDiscounts",
                  "label": "Competitive Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "InstantRebates",
                  "label": "Instant Rebates",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "EndCustomerOnInvoiceDiscounts",
                  "label": "End Customer OnInvoice Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "CustomerPickupAllowance",
                  "label": "Customer Pickup Allowance",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "OtherOnInvoicePromotions",
                  "label": "Other OnInvoice Promotions",
                  "disabled": false,
                  "isSubtract": true
               }
            ]
         },
         {
            "name": null,
            "label": "Up Charges",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "UpchargeFreight",
                  "label": "Upcharge Freight",
                  "disabled": false,
                  "isSubtract": false
               },
               {
                  "name": "UpchargeCustomisation",
                  "label": "Upcharge Customisation",
                  "disabled": false,
                  "isSubtract": false
               },
               {
                  "name": "UpchargeInstallation",
                  "label": "Upcharge Installation",
                  "disabled": false,
                  "isSubtract": false
               }
            ]
         },
         {
            "name": null,
            "label": "Invoice Price",
            "isSum": true,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false
         },
         {
            "name": null,
            "label": "Off-Invoice Discounts",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "StockingAllowance",
                  "label": "Stocking Allowance",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "EarlyPaymentDiscounts",
                  "label": "Early Payment Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "QuickPaymentDiscounts",
                  "label": "Quick Payment Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Rebates",
                  "label": "Rebates",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "MarketingDevelopmentPromotions",
                  "label": "Marketing Development Promotions",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "OffInvoicePromotions",
                  "label": "OffInvoice Promotions",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "CustomerLoyaltyProgram",
                  "label": "Customer Loyalty Program",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "VolumeBonus",
                  "label": "Volume Bonus",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "SlottingAllowance",
                  "label": "Slotting Allowance",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "TradeSpend",
                  "label": "Trade Spend",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "EndCustomerOffInvoiceDiscounts",
                  "label": "End Customer OffInvoice Discounts",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "OtherOffInvoiceDiscounts",
                  "label": "Other OffInvoice Discounts",
                  "disabled": false,
                  "isSubtract": true
               }
            ]
         },
         {
            "name": null,
            "label": "Net Price",
            "isSum": true,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false
         },
         {
            "name": null,
            "label": "Transaction Costs",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "CustomizationCosts",
                  "label": "Customization Costs",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "ConsignmentCost",
                  "label": "Consignment Cost",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Corrections",
                  "label": "Corrections",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Freight",
                  "label": "Freight",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "RushOrders",
                  "label": "Rush Orders",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "ExpeditedShipping",
                  "label": "Expedited Shipping",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "InventoryMaintenance",
                  "label": "Inventory Maintenance",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "ReceivablesCarrying",
                  "label": "Receivables Carrying",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "InstallationCosts",
                  "label": "Installation Costs",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "SupportCost",
                  "label": "Support Cost",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Warranty",
                  "label": "Warranty",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "OtherTransactionCosts",
                  "label": "Other Transaction Costs",
                  "disabled": false,
                  "isSubtract": true
               }
            ]
         },
         {
            "name": null,
            "label": "Realized Price",
            "isSum": true,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false
         },
         {
            "name": null,
            "label": "Cost Of Goods Sold",
            "isSum": false,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false,
            "subLevel": [
               {
                  "name": "RawMaterials",
                  "label": "Raw Materials",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Labor",
                  "label": "Labor",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "Production",
                  "label": "Production",
                  "disabled": false,
                  "isSubtract": true
               },
               {
                  "name": "OtherCOGS",
                  "label": "Other COGS",
                  "disabled": false,
                  "isSubtract": true
               }
            ]
         },
         {
            "name": null,
            "label": "Gross Margin",
            "isSum": true,
            "isPercentBase": false,
            "disabled": false,
            "isSubtract": false
         }
      ]
   }
}

For additional information about the configuration, see Waterfall Dashboard Configuration during Deployment.

Advanced Configuration

Name

Value

Description

name

{name of the field from transactions DM}

Defines which transaction DM fields will be displayed in the waterfall dashboard. The names have to match exactly those from the DM.

label

{custom label for the field to be displayed on the dashboard}

Allows the user to set up a custom displayed value. For example: DM field Sales_Value_5 can be renamed to InvoicePrice.

isSum

{true/false}

Determines whether a given element should display the total sum across the entire series. Defaults to false.

warning  The first entry is marked as isSum = false.

warning  The last entry is marked as isSum = true.

isPercentBase

{true/false}

Defines the base for percentage calculations. Only the first field marked with true will be taken into account. Defaults to false.

disabled

{true/false}

Determines whether a given field should no longer be displayed. Defaults to false.

isSubtract

{true/false}

Determines whether the value of the given field should be reversed. Defaults to false.

warning  The values defined as isSubtract have their value multiplied by -1.

subLevel

{list of elements that are used for drilldown under this field}

Defines the drilldown structure for a given field. The field definition follows the same structure as the parent element (without the isPercentBase column)

Field with both isSum and isSubtract set as false or left empty will display as a gain. Gains are displayed in green in the dashboard, losses in red.

See Also

Waterfall Dashboard (Business User Reference)