Content Comparison

Customer Insights - Global View

• Customers Performance by Health Score

• Customers Performance by Revenue

• Customer Health Summary

• Trends

• Pricing Opportunity

• Selling Opportunity

• Customer Summary

• Inactive Customers

This dashboard provides a structured overview of customer performance metrics and opportunities for improvement in engagement and revenue.

Global View Dashboard (Customer Insights)

Customer Insights - Customer Detail View

• Specialty and Commodity Products

• High Volume and Low Volume Products

• Revenue and Margin chart

• Waterfall chart

• Revenue Breakdown chart

• Number of Transactions in Last 12M & Projection

• Customer Revenue and Margin Trend in Last 12M & Projection

• Customer Summary

This dashboard encapsulates essential insights into product performance and customer dynamics, which can assist in strategic decision-making.

Customer Detail View Dashboard (Customer Insights)

Customer Insights - Customer Products Portfolio

• Pricing Opportunity by Product Type

• Pricing Opportunity by Product Attribute

• Revenue and Margin Contribution

• Pricing Opportunity by Top Products

• Pricing Opportunity by Worst Products

• Product Health Summary

• Average Invoice Price

• Trends

• Pricing Opportunity

• Selling Opportunity

• Customer Summary

This dashboard encapsulates the key areas for evaluating pricing and product performance.

Customer Products Portfolio Dashboard (Customer Insights)