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📽️ Check out a video demonstration for this use case, here.

The Key Performance Indicators from this use case can be categorized into these areas:

• PLAN

  • Plasma-Executive Summary, consolidates some of the most important KPIs

  • Plasma-Comparison Waterfall, visual representation that allows the display of two sets of data, namely KPI Data and Company Data, side by side.

  • Plasma-Percentage of Accounts with Negative Margin, KPI showcasing three separate bars on the X-axis representing the bottom quartile, median, and upper quartile.

  • Plasma-Percentage of Transactions with Negative Margin, KPI specifically focusing on the percentage of transactions with a negative margin.

  • Plasma-TTM per Unit Realized Price Percent Increase, provides valuable insights into the performance of the company's pricing strategy.

  • Plasma-Percentage of Deals Outside Guidelines, measure the percentage of deals that fall outside guidelines. Deals are considered outside guidelines when the InvoicePrice is less than or equal to the TargetPrice.

  • Plasma-Deal Velocity for Deals Needing Approval, display the average number of days it takes for deals requiring approval to move from creation to approval.

  • Plasma-Average Number of Steps in Approval Process, providing valuable insights into the performance and behavior of customer by displaying the average number of steps a quote goes through during the approval process.

  • Plasma-Company Waterfall, provides ability to analyze company waterfall in aggregate mode or drill-down mode for more detailed analysis.

  • Plasma-Percentage of Products to Reach Revenue Deciles, visualize the percentage of products required to cover a specific percentage of revenue within each decile, presenting a cumulative contribution.

  • Plasma-Percentage of Customers to Reach Revenue Deciles, visualize percentage of customers needed to cover a certain percentage of revenue across different deciles.

  • Plasma-Total Revenue, illustrate the sum of revenue and provide insights into the company's position within the industry.

  • Plasma-Number of Product TTM, displays the number of unique products that have generated some revenue in the period.

  • Plasma-Number of Accounts TTM, umber of unique products that have generated some revenue in the period.

  • Plasma-Number of Sales People TTM, the number of unique people who managed transactions in the period.

• PRICE

  • Plasma-Number of List Price Increases per Product, shows average number of times a list price is increased per product and provides valuable insights into how effectively benchmarked companies manage their price increases.

  • Plasma-Number of List Price Changes per Product, displays your place among industry peers in the frequency of changing your prices per product. This allows you to understand to which extent prices are volatile within the industry or to which extent peers are managing their prices.

  • Plasma-TTM per Unit Realized Price Percent Increase, displays the actual average percentage increase of the realized price in the period, enables companies to analyze whether the realized price has increased in the last trailing twelve months.

  • Plasma-Price Increase Realization Waterfall, illustrating the price increase leakage and serves as a benchmarking tool for evaluating the effectiveness of price increases compared to other companies.

• PROFIT

  • Plasma-Percentage of Deals Needing Approval, shows the percentage of deals that are required to go through an approval process with the aim to identify opportunities for optimizing processes.

  • Plasma-Number of Deals, displays the number of deals created in the selected period.

  • Plasma-Average Deal Size, display and benchmark the average deal size managed during the specified period in terms of revenue.

  • Plasma-Deal Velocity for All Deals, displays the average number of days that passed between the creation date and the submitted date, enables measuring processes effectiveness compared to the industry’s standards.

During scope validation process we are ensuring that the project deliverables are completed according to the agreed scope and quality standard by asking the following questions:

As an Pricing Manager/Pricing Analyst, I want to load the master data needed by this use case.

User Story Name - Transaction waterfall mapping

I want to: Translate (map) my transactional data to the corresponding categories used in Pricefx Plasma transaction waterfall 

so I can: See my transactional data in standardized Pricefx Plasma structure

Acceptance Criteria:  Customer transaction data is mapped to the standardized PricefxPlasma structure in Plasma_TransactionMapping PP table 

User Story Name - Quote Extractor mapping

I want to: Translate (map) my quote data to the corresponding categories used in Plasma_Quotes Data Source 

so I can: See my quoting data in standardized Pricefx Plasma structure

Acceptance Criteria: Customer quoting data is mapped to the standardized PricefxPlasma structure in QuotesDataExtractorMappingConfiguration PP table 

User Story Name - Executive Summary Dashboard

I want to: See Executive Summary Dashboards with predefined KPIs (as per PricefxPlasma documentation) 

so I can: Compare my performance with the provided benchmark and make pricing decisions 

Acceptance Criteria: Customer can see the displayed KPI with benchmark and customer data.

User Story Name - Plan Dashboard

I want to: See Plan Dashboards with predefined KPIs (as per Pricefx Plasma documentation) 

so I can: Compare my transaction related performance with the provided benchmark and make pricing decisions 

Acceptance Criteria: Customer can see the displayed KPI with benchmark and customer transactional data.

User Story Name - Price Dashboard

I want to: See Price Dashboards with predefined KPIs (as per Pricefx Plasma documentation) 

so I can: Compare my transaction related performance with the provided benchmark and make pricing decisions 

Acceptance Criteria: Customer can see the displayed KPI with benchmark and customer transactional data.

User Story Name - Profit Dashboard 

I want to: See Profit Dashboards with predefined KPIs (as per Pricefx Plasma documentation) 

so I can: Compare my quote performance with the provided benchmark and make pricing decisions 

Acceptance Criteria: Customer can see the displayed KPI with benchmark and customer quote data.