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Customer Trends Dashboard - Configuration Details

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

Fields Definition

Summary Table

Applied period filter: L12M period

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

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

SUM(Revenue last 12 months) - SUM(Revenue previous 12 months)

Profit Change YoY

SUM(Profit last 12 months) - SUM(Profit previous 12 months)

Key Metrics

Applied period filter: L12M 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.
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 and Margin % Over Time

Applied period filter: L12M period

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Revenue By Product Hierarchy

Applied period filter: L12M period

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Applied period filter: L12M period

Field

Formula

Revenue Trend

SUM(Revenue * Revenue Trend)/SUM(Revenue)

Profit Trend

SUM(Profit * Profit Trend)/SUM(Profit)

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Health Score By Customer Rank

Applied period filter: L12M period

Field

Formula

Description

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).


Customer Rank

CustomerRank = ( (N+1)-roundup( ([CumulativeRevenueOfCustomerRankedByIncreasingOrder]/Customers[TotalRevenueOfAllCustomers]) * N ) )

Customer Rank is based on share of revenue, defining N rank. Rank N+1 will be Customer with no revenue.

Applied period filter: L12M period

Field

Formula

Health Score

AVG(Health Score)

For more information see Health Score (Insights Dashboards).

Revenue Trend

SUM(Revenue * Revenue Trend)/SUM(Revenue)

Revenue

SUM(Revenue)

ΔRevenue YoY

SUM(Current Revenue) - SUM(Previous Revenue)

Δ%Revenue YoY

SUM(Current Revenue)/SUM(Previous Revenue) -1

Profit Trend

SUM(Profit * Profit Trend)/SUM(Profit)

Profit

SUM(profit)

ΔProfit YoY

SUM(Current Profit) - SUM(Previous Profit)

Δ%Profit YoY

SUM(Current Profit)/ SUM(Previous Profit)-1

Margin %

SUM(profit)/SUM(Revenue)

Δ%Margin YoY

Current Margin % - Previous Margin %

Field

Formula

Health Score

AVG(Health Score)

For more information see Health Score (Insights Dashboards).

Revenue Trend

SUM(Revenue * Revenue Trend)/SUM(Revenue)

Revenue

SUM(Revenue)

ΔRevenue YoY

SUM(Current Revenue) - SUM(Previous Revenue)

Δ%Revenue YoY

SUM(Current Revenue)/SUM(Previous Revenue) -1

Profit Trend

SUM(Profit * Profit Trend)/SUM(Profit)

Profit

SUM(profit)

ΔProfit YoY

SUM(Current Profit) - SUM(Previous Profit)

Δ%Profit YoY

SUM(Current Profit)/ SUM(Previous Profit)-1

Margin %

SUM(profit)/SUM(Revenue)

Δ%Margin YoY

Current Margin % - Previous Margin %

Chart Definition

Summary Table

Not Applicable

Key Metrics

Property

Value

Axes

  • 0 - 100 Scale (X-axis)

Data Series

  • Health Score

  • Margin %

  • Price Realization

Colors

Revenue and Margin % Over Time

Property

Value

Axes

  • Time Period (Horizontal axis)

  • Revenue (Y-axis)

  • Margin % (Z-axis)

Data Series

  • Time chart

  • Table

Colors

Columns

  • Time Period, Date

  • Revenue (bar), Number

  • Profit (line), Number

  • Margin %, Percentage

Revenue By Product Hierarchy

Property

Value

Data Series

Revenue by Product Hierarchy

Revenue and Profit Trends

Property

Value

Axes

  • Revenue Trend (X-axis)

  • Profit Trend (Y-axis)

  • Revenue (Bubble size)

  • Zero Revenue Trend (Straight vertical dotted line)

  • Zero Profit Trend (Straight horizontal dotted line)

Data Series

Bubble chart

Columns

  • Customer Aggregation, String

  • Revenue Trend, Percentage

  • Profit Trend, Percentage

  • Revenue, Money

  • Profit, Money

  • Margin %, Percentage

Health Score By Customer Rank

Property

Value

Axes

  • Customer Rank (X-axis)

  • Health Score (Y-axis)

Data Series

Heatmap

Colors

Property

Value

Columns

  • Health Score, Number

  • Revenue Trend %, Percentage

  • Revenue, Money

  • ΔRevenue YoY, Money

  • Δ%Revenue YoY, Percentage

  • Profit Trend, Percentage

  • Profit, Money

  • ΔProfit YoY, Money

  • Δ%Profit YoY, Percentage

  • Margin %, Percentage

  • Δ%Margin YoY, Percentage

Data Requirements

Aggregated Transactions

Default Filters

Data Filter

Input

Type

Required

Default Value

Relation to Other Input?

Customer Hierarchy

Multi Selection

No

Empty Value

No

Customer Rank

Range Selection

No

Empty (Full Range)

No

Customer Health Score

Range Selection

No

Empty (Full Range)

No

Customer

Simple Selection

No

Empty

No

More Options

Input

Type

Required

Default Value

Relation to Other Input?

Time Period

Simple Selection

Yes

MONTH

No

Customer Category Aggregation Level

Simple Selection

Yes

Highest level of customer hierarchy defined in configuration

No

See Also