Breadcrumbs

Value Measurement (Insights Dashboards)

The Insights Dashboards provide a seamless user experience, making it easy to move from high-level overviews to granular details and even to initiate actions based on insights.

Dashboard Name

Focus

Main Measures / KPIs

Key Dimensions

Revenue and Profit Dashboard

Sales & Profitability

Revenue, Profit, Margin %, Yearly Revenue & Profit Trends, Customer & Product Contribution, Price Waterfall

Review Period, Customer(s), Product(s), Product Category, Customer Category, Aggregation/Coloring fields, General Filter

Customers Overview Dashboard

Customer Analytics

Revenue, Profit, Margin %, Health Score, Price Realization, Revenue & Profit Yearly Trends, Pricing Opportunity, Cross Sell, Opportunities

Review Period, Customer Hierarchy, Customer Rank, Product Hierarchy, Customer Category, Time Period, General Filter

Customer Trends Dashboard

Customer Trends

Revenue, Profit, Margin %, Health Score, Price Realization, Revenue and Profit Trends (YoY & %), Revenue & Profit Change

Customer Hierarchy, Customer Rank, Health Score, Customer, Customer Category Aggregation Level, Time Period

Customer Performance Dashboard

Customer Performance

Revenue, Profit, Margin %, Health Score, Price Realization, Revenue & Profit Yearly Trend, Pricing Opportunity, Product Contribution

Review Period, Customer, Product Hierarchy, Product Rank, Product Category, Time Period, General Filter

Dimensions

  • Review Period (Date: Year, Quarter, Month)

  • Customer Hierarchy

  • Customer Rank

  • Customer ID

  • Customer Category

  • Customer Health Score

  • Product Hierarchy

  • Product Rank

  • Product ID

  • Product Category

  • Product Class

  • Product Attribute

  • Product SKU

  • General Filter (enables selection of specific regions, transaction data, etc.)

KPI and Metrics

  • Revenue

  • Profit

  • Margin Percentage (Margin %)

  • Quantity/Volume

  • Cost

  • Health Score

  • Price Realization

  • Pricing Opportunity

  • Cross Sell

  • Opportunities (including combined value of Pricing Opportunity and Cross Sell)

  • Yearly Revenue Trend

  • Yearly Profit Trend

  • Revenue Uplift Percentage

  • Product Contribution (by Margin %, Revenue, Volume)

  • Customer Contribution (by Margin %, Revenue)

  • Price Realization

  • Revenue and Profit Trends (annual)

  • Profit Trend

  • Opportunity metrics as presented by product/customer category

  • Year over Year KPIs

    • Revenue Change Year-over-Year (YoY)

    • Profit Change YoY

    • Margin % Change YoY