Outliers Dashboard
- Štěpán Vacek
Outliers Dashboard helps you analyse the best and worst performing products and customers based on different KPIs and a selected filter.
Set Up Data and Filters
For this dashboard you can set the following inputs:
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. This input is not taken into account for the summary data. |
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 ( 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:
|
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. The fields must come from the Product Master table. |
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. The fields must come from the Customer Master table. Displayed only when Customer data is used in the package ( |
Calculation Model | Allows you to select the calculation model for Outliers. Currently available models are:
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KPI | Stands for Key Performance Indicator, a measure which is used to determine the Best/Worst performers. You can choose from the following values (may vary depending on the model selected):
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Top Product(s)/Customer(s) | Allows you to choose from a predefined list of values how many products/customers should be displayed in Best & Worst performance tables. In case there is not enough products to display, the results are trimmed and "Best" is favored (in case of only 5 products the division will be 3/2). |
Currency | Allows you to choose the currency used in the dashboard. The exchange rate for the selected currency is fetched from the system |
Generic Filter | Allows you to set up a generic transaction data filter. For example: display only data from Europe, or Asia. |
Analyze Results
The dashboard provides the following summaries:
Best & Worst Products/Customers Performance
There are separate tables for products and customers showing different KPIs of the best and worst performing products or customers based on the selected filters.
Summary
Each table includes a Summary row at the bottom, which presents the following statistical values based only on the data displayed in the portlet.
Summary Column | Formula |
|---|---|
Revenue | ∑ Revenue |
Margin | ∑ Margin |
Margin % | ∑ Margin / ∑ Revenue |
Products/Customers Performance Chart
The pie chart displays the count of products/customers in each group (High, Medium, Low, Negative), the selected KPI value is highlighted.
Key Considerations
If you ever get here products with a negative margin, these are definitely candidates for review. Often, these can be gifts, warranties or other justifiable items but in other cases it may highlight a potential issue.
Customers with negative performance are even more questionable (unless they represent internal units or similar cases).
Also, this chart allows you to review your strategy when it comes to a target customer size – whether to focus on large, medium or small customer; especially if you can support it with data on the total cost of ownership of each customer.
Support for Data Readability for the Drilldown Charts
In the 1.13.0 version we have introduced the support for data readability for the Drilldown Charts for improved analysis and decision-making performed by the Pricefx Copilot. Data reading and filtering capabilities for all of the Portlets with Drilldown Charts.
Performing Customers Chart
Performing Products Chart
Example
Support for Data Readability in Customer and Product Perfomance Portlets
In version 1.13.0, we introduced enhanced data readability support for all portlets in the Outliers Dashboard. This improvement facilitates more effective analysis and decision-making by the Pricefx Copilot.
Best & Worst Customers Performance
Best & Worst Products Performance
Calculation Models and Company Parameters
To learn about calculation models, used company parameters, and a list of used advanced configuration fields, see Outliers Dashboard (Technical User Reference).