From version 1.7.0, the calculation formula has been changed to show more clarity and accuracy of measurement for business decision-making. The old formula is referred to as Legacy and the new one is referred to as Standard. Standard is also the default formula when deploying the package since 1.7.0.

Revenue Breakdown Dashboard shows you 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.

1 Set Up Data and Filters
2 Analyze Results
3 Field Definitions and Calculations

Set Up Data and Filters

For this dashboard you can set the following inputs:

Input	Description

Input	Description
Period Type	Allows you to select the period type for both comparison periods. Available time units: Week Quarter Month YTD Custom According to the selection, relevant inputs are displayed to allow for the particular time units values definition. Default Value: `MAX(pricingDate)` and if not found, fallbacks to the current year.
Year	Allows you to select the year for the first comparison period. Data for this input are fetched from the `pricingDate` field from `SIP_AdvancedConfiguration`. The `pricingDate` field must be marked as `Pricing Date` in Transaction Datamart to allow for the system year field generation. Default Value: `MAX(pricingDate)` and if not found, fallbacks to the current year.
<Selected time unit>	Displays a time unit selected in Period Type. It allows you to select a time period for comparison.
Comparison Year	Allows you to select the year for the second comparison period. Default Value: `MIN(pricingDate)` and if not found, fallbacks to the previous year.
Comparison <selected time unit>	Displays a time unit selected in Period Type. It allows you to select a time period for comparison.
Product(s)	Allows you to choose one of 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 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`).
Product Aggregation	Allows you to define a custom grouping dimension to reduce the granularity of the product data. The product dimensions available in this input are defined in the Advanced Configuration. Fields must come from the Datamart used for the package.
Customer Aggregation	Allows you to define a custom grouping dimension to reduce the granularity of the customer data. The customer dimensions available in this input are defined in the Advanced Configuration. Fields must come from the Datamart used for the package. Displayed only when Customer data is used in the package (`customerId` must be mapped in the `SIP_AdvancedConfiguration`).
Show Percentage (%)	Allows you to select whether the values should be displayed as percentage.
Currency	Allows you to choose the currency 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 up a generic transaction data filter. For example: display only data from Europe, or Asia.

Revenue Breakdown Dashboard

Analyze Results

This chart shows revenue in two periods and tries to associate the difference to categories such as volume, price, new/lost business. For better guidance, loss is shown in red, gain in green. For example, the second column Lost Business shows what amount in revenue was lost due to customers not buying particular products in the first period. But what is clearly the main reason for a smaller revenue in the second period is the significant decrease in volume sold.

Another example illustrates nicely what is typically expected: when the price is decreased (lost revenue shown in 3rd column), the volume goes up (4th column).

Field Definitions and Calculations

To learn about field and column definitions, field calculations, and list of used advanced configuration fields, see Revenue Breakdown Dashboard (Technical User Reference).