Capabilities Summary (Sales Insights)
Charts
Revenue & Margin by Time
Analyze revenue and margin % achieved during a given period, with the possibility to change the time dimension for aggregation.
Understand the revenue and margin trends for the business and decide on corrective actions.
Revenue & Margin by Customer or Product
Analyze revenue and margin % achieved by a Customer/Product with visualization of the lowest 10%.
Understand the lowest performing products and decide on corrective actions.
Revenue & Margin Contribution by Customer or Product
Analyze contribution of Customers/Products to the total revenue and margin split into 10 buckets (from 10% to 100%), with the option to drill down to see the top 10 contributing Customers/Products in each bucket.
Understand the lowest performing products and decide on corrective actions if needed.
Revenue Pareto by Customer or Product
See the Pareto analysis for Customers/Products contribution to revenue, split into 10 buckets showing the number of Customers/Products in each bucket and cumulative contribution to the total revenue.
Understand which product line contributes the most/least toward the revenue and derive corrective actions.
Best & Worst Performers by Customer or Product
See the best/worst Customers/Products (5, 10, 25, 50, 100) for the selected KPI (revenue, revenue contribution %, margin, margin %, margin contribution %).
Understand the least performing product/product line by KPI and derive corrective actions.
Key Performance Indicators by Customer or Product
See the Customers/Products performance based on the selected KPI (revenue, revenue contribution %, margin, margin %, margin contribution %), split into three groups (low, medium, high) with the possibility to drill down for each group and see the top 10 (high and medium) or worst (low) 10 Customers/Products.
Analyze low performing customers/products and derive corrective actions.
Price Waterfall & Comparison Waterfall
See a standardized Price waterfall chart and waterfall comparison charts by time/Customers/Products.
Understand the customer/product profitability and take corrective action.
Revenue & Margin Causality
Analyze revenue/margin causality for two time periods with a breakdown into several categories (Lost Business, New Business, Price Effect, Volume Effect, other effects) and the possibility to display analysis in percentage.
Understand revenue/margin drives, and adjust strategy to improve performance in each bucket.
Revenue & Margin Causality
See revenue and margin distribution in the world map on the Continent/Country/State level.
Analyze the relationship between different regions, countries or states based on a KPI distribution.
Audience
Pricing Analyst