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Customers Overview Dashboard - Configuration Details

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

Fields Definition

Summary Table

Applied period filter: Review 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).

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.
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: Review Period

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Revenue By Product Hierarchy

Applied period filter: Review Period

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Revenue and L12M Opportunity by Customer Category

Applied period filter: Review Period (with exceptions)

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Pricing Opportunity 1 2

SUM(pricing opportunity)

For more information see Pricing Opportunity.

Cross Sell 1 2

Average Price Per Product and Segment * Average Quantity Per Product and Segment * Customer Revenue Ratio

  • Average Price Per Product and Segment – The weighted average unit price at which a given product is sold within a customer segment over the last 12 months.

  • Average Quantity Per Product and Segment – The typical volume per buying customer for a given product within a segment over the last 12 months.

  • Customer Revenue Ratio – A scaling factor that reflects how large a specific customer is relative to the whole segment, normalized by the number of active customers.

For more information see Cross Sell Opportunity.

Opportunities 1 2

Pricing Opportunity + Cross Sell

  • 1 - L12M period filter applied.

  • 2 - Values can differ from the Model Object data due to JOIN.

Revenue and L12M Opportunity by Customer

Field

Formula

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin%

SUM(profit) / SUM(revenue)

Pricing Opportunity

SUM(pricing opportunity)

Cross Sell

Average Price Per Product and Segment * Average Quantity Per Product and Segment * Customer Revenue Ratio

  • Average Price Per Product and Segment – The weighted average unit price at which a given product is sold within a customer segment over the last 12 months.

  • Average Quantity Per Product and Segment – The typical volume per buying customer for a given product within a segment over the last 12 months.

  • Customer Revenue Ratio – A scaling factor that reflects how large a specific customer is relative to the whole segment, normalized by the number of active customers.

Opportunities

Pricing Opportunity + Cross Sell

Chart Definition

Summary Table

Not Applicable

Key Metrics

Property

Value

Axes

  • 0 - 100 Scale (X-axis)

Data Series

Revenue and Margin % Over Time

Property

Value

Axes

Data Series

  • Time chart

  • Table

Columns

  • Time Period, Date

  • Revenue (bar), Number

  • Profit (line), Number

  • Margin %, Percentage

Revenue By Product Hierarchy

Property

Value

Data Series

Revenue by Product Hierarchy

Colors

Large Color Set

Revenue and L12M Opportunity by Customer Category

Property

Value

Columns

  • Field for Customer Category, String

  • Revenue, Money

  • Profit, Money

  • Margin %, Number

  • Pricing Opportunity, Money

  • Cross Sell, Money

  • Opportunities, Money

Data Tables

Aggregated Transactions

Default Filters

The following tables detail the available filters, including their types, requirements, and default configurations.

Data Filter

Input

Type

Required

Default Value

Relation to Other Input?

Review Period

Range Selection

Yes

Last 12 Full Months

Yes (Time Period)

Customer Hierarchy

Multi Selection

No

Empty Value

No

Customer Rank

Range Slider

No

Empty (Full Range)

No

Product Hierarchy

Multi Selection

No

Empty Value

No

General Filter

Many Multi Selection

No

Empty

No

More Options

Input

Type

Required

Default Value

Relation to Other Input?

Time Period

Simple Selection

Yes

MONTH

No

Customer Category

Simple Selection

Yes

Highest level of customer hierarchy defined in configuration

No

See Also