Glossary (Sales Insights)

To learn how values in each dashboard are calculated, see:

Revenue Breakdown Dashboard

Note: Numbers in brackets refer to a formula used to calculate Other Effects.

Term	Description

Term	Description
Comparison revenue in [Quarter-Year] (1)	Total invoice price of comparison period (T1)
Lost Business (2)	Total invoice price of products traded in T1 but not traded in T2 T2 : current period
T1.Mix T2.Mix	T1.Mix = Volume per product in T1 / volume per all products in T1 T2.Mix = Volume per product in T2 / volume per all products in T2
Price Effect (3)	Finds products which traded in both T1 and T2 For each product, gets (Unit Price T2- Unit Price T1) * Quantity T2 Price Effect = ∑((T2.Volume + T1.Volume) / 2) * SUM((T2.Mix + T1.Mix) / 2 * (T2.InvoicePerUnit - T1.InvoicePerUnit) [(Unit Price T2- Unit Price T1) * Quantity T2]
Volume Effect (4)	Finds products which traded in both T1 and T2 Volume Effect = (∑ Quantity T2 - ∑ Quantity T1) * ∑ Invoice Price T1 / ∑ Quantity T1
Portfolio Mix Effect (5)	Finds products which traded in both T1 and T2 For each product, gets [Unit Price T1 * ((Quantity T2 / ∑ Quantity T2) - (Quantity T1 / ∑ Quantity T1))] (X) Price Effect = ∑ all rows (X) * ∑ Quantity T2
Other Effects	= (7) - [ (1)+(2)+(3)+(4)+(5)+(6)]
New Business Effect (6)	= ∑ Invoice price of products traded in T2 but not traded in T1
Current Revenue (7)	Total invoice price of year