User Stories (Sales Insights)
- Štěpán Vacek
Sales Insights Accelerator covers the following user stories:
Story Name | As a… | I want to… | So I can… | Acceptance Criteria | Dimensions & Measures | User Story ID | Category |
|---|---|---|---|---|---|---|---|
Datamart Setup | IT/Data/Price Analyst | Set up a transactional Data Source, Product &Â Customer master and standard Datamart. | Perform analysis using Pricefx Analytics module. |
| SI.US.001 | Analytics, Data Manager | |
Revenue & Margin by Time | Pricing Analyst | 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. |
| Revenue, Margin, Transaction (Pricing) Data | SI.US.002 | Analytics, Revenue and Margin dashboard |
Revenue & Margin by Customer or Product | Pricing Analyst | 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. | Scatter plot with Revenue on X axis and margin % on Y axis. Reference percentile lines (percentile to be defined). | Revenue, Margin, Customer ID or Product ID | SI.US.003 | Analytics, Revenue and Margin dashboard |
Revenue & Margin Contribution by Customer or Product | Pricing Analyst | 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. | Charts display Revenue and Margin split into 10 buckets to visualize the number of products/customers needed to cover each bucket (cumulative contribution). Each data point displays the number of product/customer in the bucket, the total revenue/margin of the product/customer in the bucket and the revenue/margin representing the bucket. | Revenue, Margin, Product ID | SI.US.004 | Analytics, Revenue and Margin dashboard |
Revenue Pareto by Customer or Product | Pricing Analyst | 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. | Charts display Revenue and Margin % split into some bins to visualize the number of products/customers needed to cover each bin (cumulative contribution). | Revenue, Margin, Product ID | SI.US.005 | Analytics, Revenue and Margin dashboard |
Best & Worst Performers by Customer or Product | Pricing Analyst | 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. | Table chart shows best/worst products using the (Revenue, Revenue Contribution %, Margin, Margin % and Margin Contribution %) | Revenue, Margin, Product ID | SI.US.006 | Analytics, Outliers dashboard |
Key Performance Indicators by Customer or Product | Pricing Analyst | 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. | Table charts will show: performance by customer; and performance by product. Pie charts will display a breakdown of products into high, medium and low performers based on the KPI selected. | Revenue, Margin, Product ID | SI.US.007 | Analytics, Outliers dashboard |
Price Waterfall & Comparison Waterfall | Pricing Analyst | See a standardized price waterfall chart and waterfall comparison charts by time/Customers/Products. | Understand the customer/product profitability and take corrective action. | Shows the waterfall analysis with grouped adjustments. |  | SI.US.008 | Analytics, Waterfall |
Revenue & Margin Causality | Pricing Analyst | 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. See: | Understand revenue/margin drives, and adjust strategy to improve performance in each bucket. | Revenue Breakdown waterfall chart:
 Margin Breakdown waterfall chart:
| Revenue, Margin, Customer ID, Product ID, Quantity | SI.US.009 | Analytics, Revenue & Margin Causality |
Revenue & Margin Causality | Pricing Analyst | 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. | The selected KPI (revenue or margin) is displayed in the world map per geographical unit defined by user configuration (Region, Country), each geohraphical unit has an appropriate color shade depending on the KPI. The values are aggregated on the customer, product, date from/to level with the configurable currency conversion allowed. Beside the selected KPI, information on other KPIs for each region is displayed (by hint) as well. | Revenue, Margin, Customer ID, Product ID, Quantity, Region, Country | SI.US.010 | Analytics, Regional Revenue and Margin dashboard |