Revenue And Profit Dashboard - Configuration Details

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.

Yearly Profit Trend

12 * â / ȳ

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Revenue

SUM(revenue)

Profit

SUM(profit)

Margin %

SUM(profit)/SUM(revenue)

Total Revenue

SUM(revenue for particular Product Rank)

Total Profit

SUM(profit for particular Product Rank)

Margin %

SUM(profit)/SUM(revenue)

Total Revenue

SUM(revenue for particular Customer Rank)

Total Profit

SUM(profit for particular Customer Rank)

Margin %

SUM(profit)/SUM(revenue)

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

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

Axes

• Revenue

• Margin %

Data Series

• Scatterplot

• Data

Colors

The Mauvelous Long palette is utilized, and it is repeated when the number of categories exceeds the number of colors available in the palette.

Color Behavior

If Product Category and Color Product By are set to the same hierarchy level and value, all data points in the chart are rendered in a single color. To distinguish categories visually, use a different hierarchy level or attribute in Color Product By than in Product Category.

Columns

• Product Category, String

• Color Product By, String

• Revenue, Number

• Profit, Number

• Margin %, Percentage

Axes

• Revenue

• Margin %

Data Series

• Scatterplot

• Data

Colors

The Gold Crayola Long palette is utilized, and it is repeated when the number of categories exceeds the number of colors available in the palette.

Color Behavior

If Customer Category and Color Customer By are set to the same hierarchy level and value, all data points in the chart are rendered in a single color. To distinguish categories visually, use a different hierarchy level or attribute in Color Customer By than in Customer Category.

Columns

• Customer Category, String

• Color Customer By, String

• Revenue, Number

• Profit, Number

• Margin %, Percentage

Axes

• Product Rank (X-axis)

• Margin % (Y-axis, points)

• Number of Products (X-axis, bar)

Data Series

• Bar chart

• Data table

Colors

• Product Count Bars: Dusty Rose

• Margin %: Orchid Pink

Columns

• Product Rank, Number

• Number of Products, Number

• Total Revenue (Sum of revenue for this Product Rank), Number

• Total Profit (Sum of revenue for this Product Rank), Number

• Margin % (Total Profit / Total Revenue), Percentage

Axes

• Customer Rank (X-axis)

• Margin % (Y-axis, points)

• Number of Customers (X-axis, bar)

Data Series

• Bar chart

• Data table

Colors

• Customer Count Bars: Sandy Ochre

• Margin %: Orchid Pink

Columns

• Customer Rank, Number

• Number of Customers, Number

• Total Revenue (Sum of revenue for this Customer Rank), Number

• Total Profit (Sum of revenue for this Customer Rank), Number

• Margin % (Total Profit / Total Revenue), Percentage

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

Customer(s)

Multi Selection

No

Empty Value

No

Product(s)

Multi Selection

No

Empty Value

No

Review Period

Range Selection

Yes

Last 12 Full Months

Yes (Time Period)

General Filter

Many Multi Selection

No

Empty

No

Time Period

Simple Selection

Yes

MONTH

Yes, More Options

No

Customer Category

Simple Selection

Yes

Second level of customer hierarchy

Yes, More Options

No

Color Customer By

Simple Selection

No

First level of customer hierarchy

Yes, More Options

No

Product Category

Simple Selection

No

Second level of product hierarchy

Yes, More Options

No

Color Product By

Simple Selection

No

First level of product hierarchy

Yes, More Options

No

Revenue Axis Scale

Simple Selection

Yes

Linear

Yes, More Options

No