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Average Number of Steps in Approval Process Understanding the chartThe bar chart showcases Customer Data, providing valuable insights into the performance and behavior of customers. The value displayed on the chart corresponds to the average of the customer data available when drilling down into the details. The main focus of this chart is to display the average number of steps a quote goes through during the approval process. Each step represents a stage or action within the approval workflow. By visualizing this information, companies can assess the efficiency of their approval processes and compare them to industry standards thus optimizing and streamlining the workflow to better reflect the need to quick quoting and deal management. This analysis helps identify potential bottlenecks or inefficiencies, leading to enhanced productivity and smoother approval processes.
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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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Number of Sales People TTM Understanding the chartSimilar in structure, this chart displays the number of unique people who managed transactions in the period shown. It enables you to understand and compare organizations. The less fluctuation you see here, the more stable your business actually is. Moreover it can help, together with our Sales Compensation capability, to better reward your sales people. |
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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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Price Increase Realisation Waterfall Understanding the chartThe chart presented focuses on illustrating the price increase leakage and serves as a benchmarking tool for evaluating the effectiveness of price increases compared to other companies. The data in the chart is expressed in percentages and revolves around the concept of list price increase and realized price increase. Note that in order to display a comparison waterfall in the chart, it is necessary to capture an increase in company data. In the absence of such data, the chart will only show key performance indicator (KPI) data, resulting in a simple waterfall representation. The chart incorporates labels for on-invoice discounts, off-invoice discounts, and transaction costs which represent different factors contributing to the price increase leakage. Unlike some of the other charts in Plasma, the drill-down option is disabled for this particular chart, limiting the ability to access further detailed information or explore specific data points. The chart can be interpreted the following way: Suppose the transactions data indicates that the list price has been increased by $1. This $1 increase serves as the index base of 100%. However, the realised price increase, which reflects the percentage of the price increase effectively passed on to customers, stands at 65%. This means that out of the $1 list price increase, only $0.65 was successfully conveyed to customers, so effectively, the dollar raise is in fact only partial. 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. |
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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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