Customer Rebate Dashboard

The Customer Rebate Dashboard provides an overview of rebate amounts from the customer database, typically from a Datamart.

User Inputs

For this dashboard you can set the following inputs:

  • Customer(s) – Allows you to choose one or more customers for the analysis. Input is required here.

  • Product(s) – Allows you to choose one or more products for the analysis.

  • Date From/To – Filters data for the analysis according to the given time range. Input is required here.

    • By default Date From is set to one year back.

    • By default Date To is set to today's date.
      Note: Due to performance reasons, the time range is limited to 1 year or less.

  • Customer Aggregation – Allows you to group customers according to the selected dimension. Input is required here.

Analysis

The dashboard provides the following summaries:

  • Rebate Comparison Over Time Chart
    This chart helps you compare the current rebate with the previous one. There is also a KPI showing the current and previous margins. The axis X (time period) is flexible based on your time range (e.g. 28/10/2020 - 28/10/2021, the chart will start from October).

  • Rebate By Customer Aggregation Chart
    The value is changed according to your Customer Aggregation input selection.

     

  • Rebate By Customer Aggregation Table
    This table helps you compare the current period with the previous one for the selected time range. The first column name is changed according to your Customer Aggregation input selection. There is also a KPI % to show the change (increase or decrease) between them.

 

Note:
If CurrencySymbols PP does not exist in the partition or if the symbol for a particular currency is not found there, then the currency code is displayed.