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Here is a quick overview of how these dashboards can help pricing specialists. For details, check out Plasma dashboards.
☑️ Executive summary
Primary dashboard that consolidates some of the most important KPIs which are present also in the other dashboards.
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Good to know: Where you rank in this chart is not a reflection on how well you are doing financially but rather on how efficiently you work and how streamlined your processes are. |
☑️ Plan Plan
Dashboard based on transactions data providing mostly insights on pricing business structure. The Plan dashboard includes 7 charts alongside the Comparison Waterfall, Percentage of accounts with negative margin and Percentage of transactions with negative margin we have described above.
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Moreover it can help, together with our Sales Compensation capability, to better reward your sales people.
☑️ Price
Dashboard based on transactions data providing insights on pricing processes and execution. It includes 4 related charts along the Number of Products TTM chart described in the Plan dashboard.
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By analysing this chart, you can gain insights into your price increase strategies and your ability to capture the desired price adjustments providing you an opportunity to implement improvements to enhance overall profitability.
☑️ Profit Profit
Dashboard based on quotes data providing insights on pricing strategy and deal process performance. It includes 4 charts along Deal Velocity for Deals Needing Approval, Average Number of Steps in Approval Process, Percentage of Deals Outside Guidelines which have been presented in detail in Executive Summary.
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