Exploring Sales Insights Dashboards (2)
- Ioana Kocurova
This section will provide you with essential insights into Pricefx's Analytics functionality through Dashboards.
Dashboards enable you to efficiently establish the required data structures for promptly analyzing sales and customer data, with minimal effort and initial analysis process requirements. They are also essential in understanding price lists and grids and the relationships between different accelerators and capabilities in Pricefx.
In this section you will learn to explore Sales Insights and a few of the most commonly used dashboards, to help you make informed decisions based on analytical data.
Learn more about Dashboards here.
How To Explore Sales Insights
All our how-to guides and video tutorials contain screenshot of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running.
Note that while you will be working for this course on the demo partition (if you have already requested one), on projects, to be able to use Dashboards you will need Product Master, Customer Master and Transaction data loaded into the Pricefx. In the demo partition, dummy data has already been uploaded for you.
There are 9 dashboards including some variations of the dashboards (per customer and per product). For the purposes of this walkthrough, we will look at Sales Insights Revenue and Margin. Follow along in your petition to get used to the process.
Explore the Sales Insights Revenue and Margin Dashboard
To view the results, scroll trough the vertical bar and examine all the charts within this dashboard. One of the charts shows revenue and margin results per customer; hover over the colored dots to access additional details (display may vary).
To work with your dashboard and look at different datasets use the different filters provided. You can find them on the left side under Dashboard Settings and Data Filter options.
If you want to see more filters, check the Set Filter button.
To complete this step without making any real changes, simply Cancel.
All dashboards contain portlets (charts) that are customizable. You can rearrange them, add new portlets, and hide unnecessary ones.
5. To move a portlet, hover over the upper part until a palm icon appears instead of a cursor. Then, while holding the left click, move the portlet up or down.
Adjust the size of the portlet by using the arrow located in the bottom right corner.
Add portlets through the action button Add Portlet in the top right corner of the browser window (display may vary).
To remove and/or export the portlets click on three dots on the portlet itself and choose from the available options in the dropdown.
You can save the changes to your dashboard as preferences. Do this either as a new preference or as an add-on to an existing preferences by clicking the Dashboard Options button (cogwheel) in the top right corner.
Visualizing Data on Customer and Product Performance
To evaluate your customers and products performance, for example, by specific period and industry you will need to use relevant filters.
Use the magnifying glass icon to browse different customers.
Click to select any number of customers you want for this exercise then click on Select Items.
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Fill the fields with the needed information.
Click Apply Settings.
Now you can review the dashboard results. Hover around the charts to see more details (the display may differ).
Outliers Dashboard
You can use the same process for other relevant dashboards.
Remember that when the system displays performance, like in the Outliers dashboard, worst performing customers are displayed in red while the ones with a good health score are green. You can use the filters again to select and display the information you want. To learn more details, hover over the pie charts.
For this example, we used the criteria below.
Once filled in , you will click on Apply Settings to review the new dashboard.
Comparison Waterfall Dashboard
To view all pricing factors impacting revenue and margin for underperforming customers and products, access the Dashboards drop-down menu and choose the Comparison Waterfall option.
This dashboard facilitates comparing the performance of the poorest customers and products over two years.
Filter the data for two specific products and customers to create one series for the previous year and another series for the current year, assessing revenue and margin. Input the following filter values:
Click Apply Settings to review the dashboard.
Hover over the chars to see more details.
If you want to filter information, you can also use the Set Filter option. Then, as usual, click on Apply Settings.
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