Revenue and Margin Dashboard - Configuration Details
- Štěpán Vacek
Used Company Parameters
Path
Company Parameters > PFXTemplate_DB_RevenueAndMargin
Name | Value | Description |
|---|---|---|
bucketStartPercent | 0-1, e.g. 0.2 | Defines the starting percentage for the buckets in the Contribution charts. |
bucketEndPercent | 0-1, e.g. 0.8 | Defines the ending percentage for the buckets in the Contribution charts. |
numberOfBuckets | any Integer, e.g. 10 | Defines the number of buckets in the Contribution charts. The values displayed on each bucket will depend on start/end values. |
histogramBins | any Integer, e.g. 10 | Number of bins displayed in the Pareto charts. |
scatterPlotPercent | 0-1, e.g. 0.1 | Defines the percentage at which the revenue/margin plot lines will be displayed on the Revenue and Margin % charts. |
Field Calculation
Field | Formula |
|---|---|
Revenue | SUM(revenue) |
Margin | SUM(grossMargin) |
Margin % | SUM(grossMargin) / SUM(revenue) * 100 |
Default Filters
There are some default filters applied on various fields to ensure proper calculations. These are:
Only entries with not null grossMargin are considered.
Only entries with not null invoicePrice are considered.
Data Requirements
Before deploying this package, it is possible to modify some parameters of this dashboard to adapt to an existing Datamart. The following fields are used for the setup:
Field Name | Description | Required |
|---|---|---|
Datamart | Datamart used in the analysis | Yes |
Product Id | Product Id field in the transactional data | Yes |
Customer Id | Customer Id field in the transactional data | No |
Invoice Price | Field representing revenue in the transactional data | Yes |
Gross Margin | Field representing margin in the transactional data | Yes |
Pricing Date | Field representing date of the transaction in the transactional data | Yes |
Product Name | Product name field in the data | No |
Customer Name | Customer name field in the data | No |
For more details see Mandatory Data (Sales Insights).