Regional Revenue and Margin Dashboard

The Regional Revenue and Margin Dashboard presents KPIs distribution on the world map. It helps you analyze relationships between different continents, countries or regions based on a KPI distribution. The dashboard provides four levels of a view based on the available Datamart data and configuration:

  • World

  • Continent

  • Country

  • Region

Set Up Data and Filters

For this dashboard you can set the following inputs:

Input

Description

Input

Description

Product(s)

Allows you to choose one of the product attributes to be used for the analysis.

Keep in mind that only columns present in the Transaction Datamart can be used for filtering.

Customer(s) 

Allows you to choose one of the customer attributes to be used for the analysis. Displayed only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

Keep in mind that only columns present in the Transaction Datamart can be used for filtering.

Date From/To

Filters data for the analysis according to the given time range.

Default Value:

  • Date From is set to one year back.

  • Date To is set to today's date.

KPI

Allows you to choose from the following KPIs for the analysis:

  • Quantity

  • Revenue (selected by default)

  • Margin

  • Margin %

  • Deviation from Weighted Average Price (WAP)
    WAP = revenue / quantity - {total average price}
    while {total average price} =  total revenue / total quantity

  • Revenue per Customer – Displayed only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

  • Margin per Customer – Displayed only when Customer data is used in the package (customerId must be mapped in the SIP_AdvancedConfiguration).

  • Revenue per 1000 people (see the note on population)

  • Margin per 1000 people (see the note on population)

Region Configurator

Allows you to choose which hierarchy level to display on the map.

  • Depending on what is selected, the map behaves differently:

    • If you select to display world → The map will show Level 1: World (continents of the world shown).

    • If you choose Continent and do not choose Country. → The map will show Level 2: Continent (countries of this continent shown).

    • If you choose Continent, Country and do not choose Region. → The map will show Level 3: Country (regions of this country shown).
      See the Supported Maps page for more details.

    • If you choose Continent, Country, Region. → The map will show Level 4: Region (sectors of this region shown).
      There is no sector support for now.

    • The world level is displayed by checking the Display World map checkbox.

    • If the world level is unchecked, the selection boxes come up and allow users to select other defined hierarchy levels.

Currency

Allows you to choose a currency to be used in the dashboard. The exchange rate for the selected currency is fetched from the system ccy Data Source, the currency symbol is fetched from the CurrencySymbols Company Parameter.

Generic Filter

Allows you to set a generic transaction data filter. For example: display only data from Europe, or Asia.

Analyze Results

The following map models are available:

World Map

Helps you analyze the selected KPI (in this case Revenue) distribution between different continents. Beside the selected KPI, it also shows information on other KPIs for each continent.

Continent Map

Helps you analyze the revenue distribution between different countries of a selected continent. Beside the selected KPI, it also shows information on other KPIs for each country.

Country Map

Helps you analyze the revenue distribution between different regions of a selected country. Beside the selected KPI, it also shows information on other KPIs for each region.

Note on Population

To calculate Revenue or Margin per 1000 people, we need to work with the continent/country/region/sector population, so we have a Company Parameter table to store it. If you need to update the population, you can update it in the Company Parameter table named SIP_Population.

Field Definitions and Supported Map Types

To learn about field definitions, supported map types, used company parameters, and list of used advanced configuration fields, see Regional Revenue and Margin Dashboard (Technical User Reference).

Â