Accelerator Solution Capabilities (Sales Insights)
- Štěpán Vacek
Accelerate Sales Insights Package comes with several dashboards (or pre-defined analyses) and additional standard analysis templates which every company can benefit from.
This package includes:
Revenue and profitability over time and by geography
Highest and lowest performing products and customers
Price waterfall analysis and comparisons per time, product and customer
Revenue and margin breakdowns
These analyses can help you recognize trends so that you can adjust strategies to reflect opportunities or challenges in the market. Of course, companies will want to go further, so that is where the additional ad-hoc analytics capabilities come into play.
The out-of-the-box standard analysis templates enable pricing analysts and pricing managers to drill deeper into their company’s data (across products, customers, and transactions), uncovering hidden insights and validating what they see on those dashboards.
The difference between the Sales Insights and Sales Insights Dashboards accelerators is:
Sales Insights Dashboards – Contains only the Dashboards, and you must already have data tables available on your partition.
Sales Insights – Installation will prompt you to supply the data in CSV format, so the installation process will also create the tables for you.
Pricing Dashboards
You can find opportunities for your profit growth with the set of dashboards analyzing the product and customer profitability and related margin leakages. They allow you to identify margin outliers with ease and navigate you into revenue and margin breakdown / causalities.
Dashboard | Description | Business User Reference |
|---|---|---|
Revenue and Margin | Analyzes the relationship between revenue and margin % from various perspectives. | |
Regional Revenue and Margin | Analyse how revenue is split across regions | |
Outliers | Analyzes the best and worst performing products and customers. | |
Waterfall | Provides waterfall analysis with grouped adjustments and their details. | |
Waterfall Comparison | Compares waterfall analysis per time, product or customer. | |
Revenue Breakdown | Uncover reasons for the difference in revenue between the two selected periods. | |
Margin Breakdown | Uncover reasons for the difference in margin between the two selected periods. | |
Causality Dashboard | Shows KPIs visualized in a world or continental maps. | |
Period Over Period Dashboard | Analyze trends and changes between periods |
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Charts
Chart | Goal | Capability |
|---|---|---|
  | 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. |
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. |
See a standardized Price waterfall chart and waterfall comparison charts by time/Customers/Products. | Understand the customer/product profitability and take corrective action. | |
  | 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. |
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 Analysts
Entitlement
Data displayed in the dashboards can be restricted based on user groups of the logged in user.