Waterfall Dashboard - Fields Definition
Total Value | Component | Description |
---|---|---|
Local adjustments | Foreign exchange adjustment | Adjustments due to exchange/currency issues |
Local/Regional adjustments | Adjustments for local costs (e.g. tariffs), regional customer preferences and market competitiveness | |
Volume discounts | Volume discounts | Discounts for bulk purchases |
Sales channel discounts | Discounts for a specific sales channel | |
Seasonal discounts | Discounts for seasonal sales objectives (e.g. reduce inventory) | |
Customer negotiated discounts | Customized discounts negotiated with the customer | |
Free giveaways | Free services or products given to customer with a purchase and shown on the invoice | |
Competitive discounts | Discretionary discounts negotiated before the order is taken based on competitors' prices | |
Instant rebates | Rebates given before the invoice price | |
End-customer discounts | Discounts for end-customer rather than retailer or distributor (typically large end-customers) | |
Customer pick-up allowance | Allowance paid for customers who pick up the goods by themselves | |
Other on-invoice promotions | Others | |
Stocking allowance | Stocking allowance | Discounts paid to wholesalers/retailers to make large purchases into inventory (often before seasonal demand increase) |
Early payment discounts | Negotiated discounts or deduction from the invoice if the payment is made early | |
Quick/cash payment discounts | Deduction from the invoice price if payment is made quickly | |
Rebates | Refunds given for purchasing at certain times, early orders or for selling a product to a specific customer | |
Marketing/Market development promotions | Allowance paid to support advertising of manufacturer's brand or to promote sales in a specific market segment or during a promotional time period | |
Rewards/Customer loyalty program | Redeem points for gifts or receive one-time promotions for those in loyalty programs; long-term agreements | |
Volume bonus | End-of-year bonus paid to customers if the preset purchase volume targets are met | |
Slotting allowance | Allowance paid to retailer to secure the set amount of shelf space and product positioning | |
Trade spend | Allowance for retailer to discounts from MSRP (manufacturer's suggested retail price) | |
End-customer discounts | Discounts for end-customer rather than retailer or distributor, types of pass-through | |
Other off invoice discounts | Others | |
Non-standard orders / customization costs | Non-standard orders / customization costs | Costs associated with manufacturing and delivering a non-standard or customized order |
Consignment cost | Cost of funds when the supplier provides consigned inventory to a retailer or wholesaler | |
Shrinkage / returns / corrections | Cost of defective or damaged products | |
Freight | Cost of transporting goods to customer | |
Rush orders | Higher costs associated with filing and transporting orders more quickly | |
Free or expedited shipping | Higher costs of transporting goods to a specific customer | |
Inventory maintenance | Cost to hold goods in inventory | |
Receivables carrying / late payment cost | Cost of funds from the moment the invoice is sent until the payment is received; cost of delayed payments | |
Installation costs | Cost of installing products, including transportation and labor costs | |
Support and service cost | Cost of maintenance, general customer services, dedicated services, additional support, etc. | |
Performance guarantees / basic terms/ warranty | Discounts that seller agrees to give buyers if the seller misses performance targets (e.g. quality levels, delivery times, price protects) | |
Other transaction costs | Others | |
Raw materials | Raw materials | Cost of materials used to manufacture the product |
Labor | Wages for employees directly involved in manufacturing the product | |
Production | Cost to manufacture the product | |
Other COGS | Others |