Customer Products Portfolio Dashboard (Customer Insights)
- Štěpán Vacek
Customer Products Portfolio dashboard provides pricing opportunities by product type or attribute, identifies the top and bottom products.
Portlets
All of the tables/charts are based on Data Source Customer Insights Aggregated Data.
Customer Summary
Displays some typical figures regarding the chosen customer, showing segment that the customer belongs to.
L12M trends are calculated on monthly basis.
Note in this portlet:
Data queried from DS [Customer Insights Aggregated Data]: Trend YTD value here is the “customer YTD [revenue/margin/quantity] trend ” calculated in DS [Customer Insights Aggregated Data].
In Customer Detail View dashboard, data queried from Datamart: Trend YTD value will be recalculated dynamically if the product filter is selected.
Meanwhile in Customer Products Portfolio dashboard: The trend YTD value will not change regardless of any product filter due to the complex calculation in this dashboard. This might be improved in the future, like in the Customer Detail View dashboard.
Product Health Summary
Shows revenue and margin for top/worst products.
Green/red color in the Product column does not correspond to the Health score but to the trend. See how it is defined.
Trends
Show trend values for top/worst products (ranked by Health Score). For details see Common Aspects of Dashboards (Customer Insights).
Pricing Opportunity by Product Rank
Shows products (bars) by Pricing Uplift descending and Cumulative Pricing Uplift (line). They are grouped by product ID.
This chart displays either Top or Worst Products – as selected in the Product Rank field.
Pricing Opportunity by Product Type
Shows relative sizes of product classification based on the margin %.
Specialty Products – Higher than the defined margin %
Commodity Products – Lower than the defined margin %
Pricing Opportunity by Product Attribute
Sums Pricing Uplift by the input value in the product attribute filter. The chart label reflects the input value in the product attribute filter.
Selling Opportunity
Shows the total value which can be gained for products that the customer already bought and not bought in the given period. They are grouped by the input value in the product attribute filter.
Pricing Opportunity
Shows Pricing Uplift value and % Pricing Uplift. They are grouped by the input value in the product attribute filter.
Revenue and Margin Contribution
Shows revenue and margin split into ten buckets to visualize the number of products needed to cover each bucket (cumulative contribution).
Average Invoice Price
Shows average unit price per product ID and customer classification by revenue.
Customer Revenue Class A/B/C/D – Average invoice price per product and customer classification.
Overall – Average invoice price per product and all customers
Customer – Average invoice price per product and customer.
Average invoice price calculated based on data in the last 12 months. Time filter has no effect in this table.
User Inputs
To set up the dashboard, use these options:
Customer
Product Attribute – Relevant product related dimensions, by default it is Product Group. Values available here are fields from the Product Master table which are selected as "Dimension" in Product Data Source.
Time Filter – Possible values: MTD, QTD, YTD, L12M, L6M, L3M
For time filters with Last Period (L3M, L6M, L12M, …):
[Start date] = First month beginning date
[End date] = Previous month end date
E.g.: Today is 2021-08-06 => L3M: From 2021-05-01 to 2021-07-31
For time filters with up To Date (YTD, QTD, MTD, …)
[Start date] = Period Beginning Date
[End date] = Current date
E.g.: Today is 2021-08-06 => QTD: From 2021-07-01 to 2021-08-06
Product Rank – Possible values: All, Top, Worst
Product Rank Bucket – Possible values: 5, 10, 50, 100
Counted items shown in the top or bottom of the list are based on the Rank Bucket input.
If the whole list has 12 products and Product Rank Bucket =10, then the top part of the list shows 10 products and the bottom part shows 2 products.Product column typically shows the top/worst aggregation of data which is driven by inputs on the left-hand side of the dashboard. Columns with Trends usually show increase/constant/decrease metrics based on the Data Load calculation results. There is no direct relation between these two types of metrics and columns.
Product Class – Based on cumulative contribution to the total volume in the last 12 months, the product is assigned into a category (the thresholds are configurable).
Very High Volume <= 10%
High Volume <= 20%
Normal Volume <= 75%
Low Volume = rest
Product Health Score – Possible values: Excellent, Normal, Low, Problematic (multiselect enabled). For details see Common Aspects of Dashboards (Customer Insights).
Product Base – Based on cumulative revenue contribution and the threshold defined, Customers and Products are classified as either Core or Long Tailed. For detailed formula explanation see Glossary (Customer Insights).
Core <=80%
Long Tailed > 80%
Filter Rules
Portlets | User Inputs | |||||||
Customer | Time Filter | Product Attribute | Customer Rank + Customer Rank Bucket | Product Class | Product Health Score | Product Base | ||
Summary | Customer Summary | X | X |
|
| X | X | X |
Pie Chart | Pricing Opportunity by Product Type | X | X |
|
| X | X | X |
Bar Chart | Pricing Opportunity by Product Attribute | X | X | X |
| X | X | X |
Revenue and Margin Contribution | X | X |
|
| X | X | X | |
Pricing Opportunity by Top Products | X |
|
| X | X | X | X | |
Pricing Opportunity by Worst Products | X | X |
| X | X | X | X | |
Table | Product Health Summary | X | X |
| X (by Health Score) | X | X | X |
Average Invoice Price | X | X (*) |
| X (by Overall) | X | X | X | |
Trends | X | X (*) |
| X (by Health Score) | X | X | X | |
Pricing Opportunity | X | X | X | X | X | X | X | |
Selling Opportunity | X | X | X | X | X | X | X | |
(*): Only sorts out Customers/Products that have traded in the period, does not affect calculation results.