Aggregated mode – Price points are grouped by categories.
Drill down mode – Allows you to go through all subcategories. All price points and adjustments are displayed and calculated.
The data scope taken into consideration is the trailing twelve months of transactions data. (with a 3 months delay, see more info in Plasma Dashboards - User Guide)
Data is categorized into a standardized waterfall format with standardized labels to enable the benchmark.
It enables companies to identify price/profit leakage and derive corrective actions.
Percentage of Products to Reach Revenue Deciles
Pareto chart displays Revenue and Products % to visualize the percentage of products needed to cover a percentage of revenue by decile (cumulative contribution).
X-axis displays the revenue deciles; % of revenue.
Y-axis displays the percentage of products.
This chart displays a Pareto analysis for products contribution to the revenue, split into 10 deciles showing the cumulative % of products and cumulative contribution to the total revenue.
It enables companies to understand the structure of the product portfolio toward the revenue and derive corrective actions.
Chart interpretation: E.g. “80 percentile: 20%” 20% of my products generate 80% of my revenue.
Percentage of Accounts with Negative Margin (calculated with revenue)
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the percentage of accounts with negative margin in the Y-axis.
Blue reference line displays Customer Data. The value corresponds to the average of customer data available in the drill down.
Drill down option is available by clicking the blue line – then you get detailed customer data by month.
If the output value is negative, it will be shown as zero value.
This chart displays the revenue share generated by customer accounts that have a negative gross margin in the period shown. (Revenue of Accounts with Negative Margin / Total Revenue)
It measures price effectiveness after all price leakage is taken into consideration.
Chart interpretation: X% of my revenue was delivered by customer accounts with a negative gross margin on the period.
Percentage of Transactions with Negative Margin (calculated with revenue)
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the percentage of transactions with negative margin in the Y-axis.
Blue reference line displays Customer Data. The value corresponds to the average of customer data available in the drill down.
Drill down option is available by clicking the blue line – then you get detailed customer data by month.
If the output value is negative, it will be shown as zero value.
This chart displays the revenue share generated by transactions with a negative gross margin in the period shown. (Revenue of transactions with Negative Margin / Total Revenue)
It measures price effectiveness after all price leakage is taken into consideration.
Chart interpretation: X% of my revenue comes from transactions with a negative gross margin in the period shown.
Percentage of Customers to Reach Revenue Deciles
Pareto chart displays revenue and customers % to visualize the percentage of customers needed to cover a percentage of revenue by decile (cumulative contribution).
X-axis displays the revenue deciles; % of revenue.
Y-axis displays the percentage of customers.
This chart displays a Pareto analysis for Customers contribution to revenue, split into 10 deciles showing the cumulative percentage of Customers and cumulative contribution to the total revenue.
It enables companies to understand the structure of the customer portfolio toward the revenue and derive corrective actions.
Chart interpretation: E.g. “80 percentile: 20%” 20% of my customers generate 80% of my revenue.
Total Revenue
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the Total Revenue in the Y-axis.
Blue reference line displays customer data. The value corresponds to the sum of customer data available in the drill down.
Drill down option is available by clicking the blue line – then you get detailed customer data by month.
This chart displays the sum of revenue.
It enables companies to understand where the company stands within the industry.
Number of Products TTM
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the number of products in trailing twelve months (TTM) in the Y-axis.
Blue reference line displays customer data. The value reflects the latest available month value in the drill down.
Drill down option is available by clicking on the blue line – then you get detailed customer data by month.
This chart displays the number of unique products that have generated some revenue in the period shown.
It enables companies to understand and compare product portfolio sizes strategy.
Number of Accounts TTM
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the number of accounts in trailing twelve months (TTM) in the Y-axis.
Blue reference line displays customer data. The value reflects the latest available month value in the drill down.
Drill down option is available by clicking the blue line – then you get detailed customer data by month.
This chart displays the number of unique customer accounts that generated transactions in the period.
It enables companies to understand and compare organizations.
Number of Sales People TTM
Bar chart displays KPI Data with 3 separate bars in the X-axis (for bottom quartile, median and upper quartile) and the number of sales people in trailing twelve months (TTM) in the Y-axis.
Blue reference line displays customer data. The value reflects the latest available month value in the drill down.
Drill down option is available by clicking the blue line – then you detailed customer data by month.
This chart displays the number of unique people who managed transactions in the period shown.
It enables companies to understand and compare organizations.
Comparison Waterfall
Comparison Waterfall Chart displays 2 data sets side by side: KPI Data and Company data.
Data is expressed in percentage.
Value of the first price point "Global_List_Price" is considered as the percent basis (100%).
The Chart supports 2 modes:
Aggregated mode – Price points are grouped by categories.
Drill down mode – Allows you to go through all subcategories. All price points and adjustments are displayed and calculated.
Data are categorized into a standardized waterfall format with standardized labels to enable the benchmark.
The comparison waterfall enables benchmarking against other companies in order to identify best practices in terms of pricing structure and to identify profit leakage so as to derive levers of improvements.
