Page Comparison

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

Cost recovery (freight, packaging, services) by product category and region

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 a Sales Rep/Pricing Manager I want to have a dashboard available that I can use to monitor the cost recovery per cost-to-serve element.

User Story Name - Dashboard filter

I want to: Filter the scope of my cost-to-serve analysis

so I can: Identified outline opportunities

Acceptance Criteria:

Fields to filter on are:

• From & To Date

• Account Group: Ship-To

• Industry

• Continents

• Countries

• Regions

• States

• Customer Segments

• Customer Names

• Product Lines

• Product Groups

• Target Currency

• View Recovery By

User Story Name - Dashboard Generic filter

I want to: Use a generic filter

so I can: Create an advanced filter with a complex query to filter the scope of my cost-to-serve analysis

Acceptance Criteria: Generic filter option is enabled in the dashboard

User Story Name - Margin Impact Pie chart

I want to: See what the actual negative margin impact of each cost-to-serve category is

so I can: Plan corrective actions accordingly

Acceptance Criteria: Displayed metrics are the following:

• Total Recovery amount per dimension.

• Total Recovery amount is equal to the delta between the Costs and the Charges. If Charges - Costs >0, margin impact is positive, else it is a margin lost.

o    Dimension to be selected in the “View Recovery By” option in the dashboard filter menu.

o    Value currency corresponds to the Target Currency selected in the dashboard filter menu.

Each sector of the pie chart shows the total margin impact by the selected dimension. (I.e., If the selected dimension is “Country” then the pie chart shows the total margin impact by each country.)

Each sector is clickable

When clicked, the user can access the margin impact breakdown per cost-to-serve category for the dimension clicked. In our example by Country, we will get the breakdown for a particular country.

Recovery Amount:

Is taken from the value of Total Recovey Delta:

Total Recovery Delta is calculated with the formula:

SUM (Charge Field) - SUM (Cost Field)

Recovery Breakup with Margin:

It is calculated with the formula:

If the value for Total Recovery Delta is greater than or equal to zero:

grossMargin – totalRecoveryDelta

If the value for Total Recovery Delta is less than zero:

grossMargin + totalRecoveryDelta

where:

Gross Margin is taken from Transactions data with the formula:

SUM (Gross Margin)

Total Recovery Delta is calculated with the formula:

SUM (Charge Field) - SUM (Cost Field)

User Story Name - Recovery heatmap

I want to: See the cost-to-serve recovery percentage variations per Country v/s product line

so I can: Identifiy outline opportunities

Acceptance Criteria: Displayed metrics are the following:

• cost-to-serve recovery percentage variations per Country v/s product line

Recovery percentages are depicted by color

User Story Name - Recovery Trend Time series

I want to: See the cost-to-serve recovery percentage variations per cost-to-serve category

so I can: Identify outline opportunities

Acceptance Criteria: Displayed metrics are the following:

• cost-to-serve recovery percentage trend per cost-to-serve category

• Total Charge per cost-to-serve category

• Total Cost per cost-to-serve category

All cost-to-serve category are clickable to be analysed independently

User Story Name - Recovery Data table

I want to: See the cost-to-serve recovery

so I can: Identified outline opportunities at the lowest level of detail

Acceptance Criteria: Displayed metrics are the following:

• cost-to-serve recovery percentage trend per cost-to-serve category

• Total Charge per cost-to-serve category

• Total Cost per cost-to-serve category

Metrics are displayed at any level of granularity available in the filter option “View Recovery By”