Waterfall Dashboard
- Ondřej Tesař
Waterfall Dashboard presents the standardized price waterfall analysis. The chart helps you understand how an initial value is affected by a series of intermediate positive or negative values. The columns are color-coded for distinguishing between positive and negative values.
Set Up Data and Filters
For this dashboard you can set the following inputs:
Input | Description |
|---|---|
Product(s) | Allows you to choose one of product attributes to be used for the analysis. Keep in mind that only columns present in the Transaction Datamart can be used for filtering. |
Customer(s) | Allows you to choose one of customer attributes to be used for the analysis. Displayed only when Customer data is used in the package ( Keep in mind that only columns present in the Transaction Datamart can be used for filtering. |
Date From/To | Filters data for the analysis according to the given time range. Default Value:
|
Waterfall Model | Allows you to choose the display model used in the waterfall. Currently there are 4 models available:
|
Currency | Allows you to choose the currency used in the dashboard. The exchange rate for the selected currency is fetched from system the |
Generic Filter | Allows you to set up a generic transaction data filter. For example: display only data from Europe, or Asia. |
Analyze Results
Visibility of the waterfall elements depends on availability of data in the transactional data and Company Parameter tables setup. The dashboard provides the following models:
Absolute
Default View
Drill-down for Discounts
Percentage
Each element is detailed as a percentage value of a reference field that has been defined during deployment, usually the List Price.
Absolute Detail
All elements of the waterfall are displayed at once and values are in money term.
By Absolute Unit
All elements of the waterfall are displayed as per unit, like Gross Margin per unit.
This specially makes sense to review the waterfall at a product level to check impact of each part per sold product.
Field Definitions and Calculations
To learn about field definitions, field calculations, and a list of used advanced configuration fields, see Waterfall Dashboard (Technical User Reference).