Customer Performance Dashboard - Configuration Details

This page outlines the configuration details essential for effectively utilizing the Customer Performance Dashboard, covering fields such as Revenue, Profit, and Margin percentages.

Fields Definition

Summary Table

Applied period filter: Review period (with exceptions)

Field	Formula
Revenue	SUM(revenue)
Profit	SUM(profit)
Margin %	SUM(profit)/SUM(revenue)
Customer Hierarchy	Customer Hierarchy for the selected customer.
Yearly Revenue Trend	12 * â / ȳ â – Slope of the linear trend line per month for the metric. ȳ – Average monthly value of that metric over the same period. â / ȳ – Relative monthly change. 12 – Multiplying by 12 converts this monthly relative change into an annualized rate, i.e., an approximate year‑over‑year percentage trend for revenue or profit. For more information see Trend (Insights Dashboards).
Yearly Profit Trend	12 * â / ȳ For more information see Trend (Insights Dashboards).
Revenue Change YoY ^{1 2}	Current Revenue - Previous Revenue
Profit Change YoY ^{1 2}	Current Profit - Previous Profit

¹- L12M period filter applied.
²- General filter do not apply.

Key Metrics

Applied period filter: Review Period

Field	Formula
Health Score	Share * Revenue Health Score + (1 - Share) * Profit Health Score Share – Share is a configurable weight between 0 and 1 that controls how much the Health Score is influenced by the Revenue Health Score versus the Profit Health Score. For more information see Share of Revenue and Profit. For more information see Health Score (Insights Dashboards).
Margin %	SUM(profit)/SUM(revenue)
Price Realization	SUM(reference price extended)/SUM(revenue) Reference price extended – Sum of Unit Invoice Price * Quantity For more information see Price Realization (Insights Dashboards).

Field

Formula

Health Score

Share * Revenue Health Score + (1 - Share) * Profit Health Score

Share – Share is a configurable weight between 0 and 1 that controls how much the Health Score is influenced by the Revenue Health Score versus the Profit Health Score.
info For more information see Share of Revenue and Profit.

For more information see Health Score (Insights Dashboards).

Margin %

SUM(profit)/SUM(revenue)

Price Realization

SUM(reference price extended)/SUM(revenue)

Reference price extended – Sum of Unit Invoice Price * Quantity

For more information see Price Realization (Insights Dashboards).

Revenue By Product Hierarchy

Applied period filter: Review Period

Field	Formula
Revenue	SUM(revenue)
Profit	SUM(profit)
Margin %	SUM(profit)/SUM(revenue)

Revenue Margin % Over Time

Applied period filter: Review Period

Field	Formula
Revenue	SUM(revenue)
Profit	SUM(profit)
Margin %	SUM(profit)/SUM(revenue)

Product Contribution

Applied period filter: Review Period

Field	Formula
Total Revenue	SUM(revenue)
Total Profit	SUM(profit)
Margin %	SUM(profit)/SUM(revenue)
Product Rank	Defined by Ranks in Configuration Step.

Pricing Opportunity By Product Category

Applied period filter: L12M period

Field	Formula
Product Category	Defined by Product Hierarchy in Configuration Step.
Pricing Opportunity	SUM(pricing opportunity) For more information see Pricing Opportunity.
Cross Sell	Average Price Per Product and Segment * Average Quantity Per Product and Segment * CustomerRevenueRatio For more information see Cross Sell Opportunity.
Total Opportunity	(Pricing Opportunity + Cross Sell)

Price Waterfall

Applied period filter: Review period

Example Price Waterfall Components

The following elements and values used in this example Price Waterfall setup are provided for illustration and recommendation purposes only and are not part of the standard solution by default. Each user is responsible for configuring their own Price Waterfall to match their specific use case, business logic, and data model. Before using this example in a production environment, the setup and all underlying assumptions must be reviewed, adapted, and validated against the user’s own data and requirements.

Total Value	Component	Description
Local adjustments	Foreign exchange adjustment	Adjustments due to exchange/currency issues
Local adjustments	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

Opportunities By Product Category

Applied period filter: L12M period (with exceptions)

Field	Formula
Revenue ¹	SUM(revenue)
Pricing Opportunity	SUM(pricing opportunity) For more information see Pricing Opportunity.
Cross Sell	Average Price Per Product and Segment * Average Quantity Per Product and Segment * CustomerRevenueRatio For more information see Cross Sell Opportunity.
Total Opportunity	SUM(Pricing Opportunity)
Revenue Uplift	SUM(pricing opportunity)/SUM(revenue) For more information see Revenue Uplift.

¹- Review period filter applied.

Opportunities By Product

Field	Formula
Revenue	Revenue_Product= ∑_customer subRevenue_{customer,product}
Revenue Uplift	Revenue Uplift = 1 − ((Pricing Opportunity + Cross Sell) / Revenue)
Pricing Opportunity	Pricing Opportunity_product = ∑_customer Pricing Opportunity_{customer,product}
Cross Sell	Cross Sell_product = ∑_customer Cross Sell_customer
Opportunities	Opportunities = Pricing Opportunity + Cross Sell
Current Price	Current Price_product = ∑_customer Current Price_{customer,product}
Opportunity Price	Opportunity Price_{segment,product} = ∑ Quantity / ∑ Revenue
Price Increase	Price Increase = (Opportunity Price / Current Price) − 1

Chart Definition

Summary Table

Not Applicable

Key Metrics

Property	Value
Axes	0 - 100 Scale (X-axis)
Data Series	Health Score Margin % Price Realization
Colors	Health Score: Leaf Green Margin %: Orchid Pink Price Realization: Light Sky Blue

Revenue By Product Hierarchy

Property	Value
Axes	Not Applicable
Data Series	Revenue by Product Hierarchy
Colors	Large Color Set

Revenue Margin % Over Time

Property	Value
Axes	Time Period (Horizontal axis) Revenue (Y-axis) Margin % (Z-axis)
Data Series	Time chart Table
Colors	Revenue: Light Teal Margin %: Orchid Pink
Columns	Time Period, Date Revenue (bar), Number Profit (line), Number Margin %, Percentage

Product Contribution

Property	Value
Axes	Product Rank (X-axis) Margin % (Y-axis) Number of Products (Z-axis)
Data Series	Bar chart Data table
Colors	Margin %: Orchid Pink Product Count Bars: Bright Azure
Columns	Product Rank, Number Number of Products, Number Total Revenue, Number Total Profit, Number Margin %, Percentage

Pricing Opportunity By Product Category

Property	Value
Axes	Not Applicable
Data Series	Pie chart
Colors	Mauvelous Palette
Columns	Product Category, String Opportunity, Number Pricing Opportunity, Number Cross Sell Opportunity, Number

Price Waterfall

Property	Value
Axes	Date From, Date Date To, Date Currency (Y-axis) Waterfall model, Number Global List Price, Number Local Adjustments, Number Local List Price, Number On-Invoice Discounts, Number Up Charges, Number Invoice Price, Number Off-Invoice Discounts, Number Net Price, Number Transaction Costs, Number Realized Price, Number Cost Of Goods Sold, Number Gross Margin, Number
Data Series	List Price Revenue Profit Other Pillars Increasing elements Decreasing elements
Colors	Waterfall Color Waterfall Upcolor Waterfall Sum Color
Columns	Date From, Date Date To, Date Currency, Currency Waterfall model, Number

Opportunities By Product Category (Last 12 Months)

Property	Value
Columns	Pricing Opportunity, Money Cross Sell, Money Opportunities, Money Revenue, Money Revenue Uplift, Percentage

Opportunities By Product (Last 12 Months)

Property	Value
Columns	Product ID (field dynamically set), String Product Name (field dynamically set), String Revenue, Money Revenue Uplift, Percentage Pricing Opportunity, Money Cross Sell, Money Opportunities, Money Current Price, Money Opportunity Price, Money Price Increase, Percentage

Data Requirements

Aggregated Transactions

Default Filters

Data Filter

Input	Type	Required	Default Value	Relation to Other Input?
Customer	Simple Selection	Yes	Empty
Review Period	Range Selection	Yes	Last 12 Full Months	Yes (Time Period)
General Filter	Many Multi Selection	No	Empty	No
Product Hierarchy	Multi Selection	No	Empty Value	No
Product Rank	Range Slider	No	Empty (Full Range)	No

More Options

Input	Type	Required	Default Value	Part of any container? (Advanced Setting or Other Collapsible)	Relation to Other Input?
Time Period	Simple Selection	Yes	MONTH	Yes, More Options	No
Product Category	Simple Selection	Yes	First level of Product Hierarchy	Yes, More Options	No

Filter Definitions

Input	Formula	Description
Product Rank	ProductRank = ( (N+1)-roundup( ([CumulativeRevenueOfProductRankedByIncreasingOrder]/Products[TotalRevenueOfAllProducts]) * N ) )	Product Rank is based on share of revenue, defining N rank. Rank N+1 will be Product with no revenue.

Fields Definition

Summary Table

Key Metrics

Revenue By Product Hierarchy

Revenue Margin % Over Time

Product Contribution

Pricing Opportunity By Product Category

Price Waterfall

Example Price Waterfall Components

Opportunities By Product Category

Opportunities By Product

Chart Definition

Summary Table

Key Metrics

Revenue By Product Hierarchy

Revenue Margin % Over Time

Product Contribution

Pricing Opportunity By Product Category

Price Waterfall

Opportunities By Product Category (Last 12 Months)

Opportunities By Product (Last 12 Months)

Data Requirements

Default Filters

Data Filter

More Options

Filter Definitions

See Also