Customer Detail View Dashboard (Customer Insights)
- Štěpán Vacek
Customer Detail View dashboard provides a detailed customer view on revenue and margin, waterfall chart, high/low volume products, and revenue and margin trends.
Portlets
Customer Summary
Displays some typical figures regarding the chosen customer.
All values are aggregated on the Customer(s) and Category levels.
If a Category value is not selected, it will be hidden in the portlet.
On click “View Customer Products Portfolio” to open new tab “Customer Products Portfolio” dashboard.
L12M trends are calculated on monthly basis.
This chart is based on Datamart.
Specialty and Commodity Products
Shows relative sizes of product classification based on the margin %.
Specialty products – Higher than the defined margin %
Commodity products – Lower than the defined margin %
The chart is based on Data Source Customer Insights Aggregated Data.
High Volume and Low Volume Products
Shows relative sizes of product classification based on volume. The chart is based on Data Source Customer Insights Aggregated Data.
Revenue and Margin Chart
Shows Revenue and Margin values over several months in the given period. The chart is based on Data Source Customer Insights Aggregated Data.
Waterfall Chart
Shows a running total profit as values are added or subtracted. This chart is based on Datamart. For more details see https://pricefx.atlassian.net/wiki/spaces/ACC/pages/4845929004.
Revenue Breakdown Chart
Shows what the difference in revenue between two periods can be attributed to. It allows you to compare two years or quarters and optionally filter for only certain products and/or customers. The chart is based on Data Source Customer Insights Aggregated Data. For more details see https://pricefx.atlassian.net/wiki/spaces/ACC/pages/4845930353.
Number of Transactions in Last 12M & Projection
Bar & line chart shows the number of transactions for the last 12 months and estimation for the next 3 months. The current month is considered as a future month (as it has not ended yet). This chart is based on Datamart.
Customer Revenue and Margin Trend in Last 12M & Projection
Bar & line chart shows Revenue and Margin for the last 12 months and estimation for the next 3 months. The current month is considered as a future month (as it has not ended yet). This chart is based on Datamart.
User Inputs
To set up the dashboard, use these options:
Customer
Time Filter – Possible values: MTD, QTD, YTD, L12M, L6M, L3M
For time filters with Last Period (L3M, L6M, L12M, …):
[Start date] = First month beginning date
[End date] = Previous month end date
E.g.: Today is 2021-08-06 => L3M: From 2021-05-01 to 2021-07-31
For time filters with up To Date (YTD, QTD, MTD, …)
[Start date] = Period Beginning Date
[End date] = Current date
E.g.: Today is 2021-08-06 => QTD: From 2021-07-01 to 2021-08-06
Category (+ Value) – E.g.: Product ID, Product Group
Product Class – Based on cumulative contribution to the total volume in the last 12 months, the product is assigned into a category (the thresholds are configurable).
Very High Volume <= 10%
High Volume <= 20%
Normal Volume <= 75%
Low Volume = rest
Product Health Score – Possible values: Excellent, Normal, Low, Problematic (multiselect enabled). For details see Common Aspects of Dashboards (Customer Insights).
Product Base – Based on cumulative revenue contribution and the threshold defined, Products are classified as either Core or Long Tailed. For detailed formula explanation see Glossary (Customer Insights).
Core <=80%
Long Tailed > 80%
Filter Rules
| Portlets | User Inputs | |||||
Customer | Time Filter | Category | Product Class | Product Health Score | Product Base | ||
Summary | Customer Summary | X | X | X | X | X | X |
Pie Chart | Specialty and Commodity Products | X | X | X | X | X | X |
High Volume and Low Volume Products | X | X | X | X | X | X | |
Bar Chart | Revenue and Margin chart | X | X | X | X | X | X |
Waterfall chart | X | X | X | X | X | X | |
Revenue Breakdown chart | X | X | X | X | X | X | |
Number of Transactions in Last 12M & Projection | X |
| X | X | X | X | |
Customer Revenue and Margin Trend in Last 12M & Projection | X |
| X | X | X | X | |
Classification
Commodity vs. Specialty Product
Based on average margin achieved by the product during the last 12 months (the thresholds are configurable). For detailed formula explanation see Glossary (Customer Insights).
Commodity <=40%
Specialty > 40%