Dashboards, Charts and KPIs list
- Ondřej Tesař
Analytics
Dashboard | Chart Name | KPI Name lookup |
|---|---|---|
Executive Summary | Comparison Waterfall | Global List Price, Foreign Exchange Adjustments, Local Regional Adjustments, Local List Price, Volume Discounts, Sales Channel Discounts, Seasonal Discounts, Customer Negotiated Discounts, Free Giveaways, Competitive Discounts, Instant Rebates, End Customer Discounts On invoice, Customer Pick Up Allowance, Other On Invoice Promos, Customer Charge Freight, Customer Charge Customization, Customer Charge Installation, Invoice Price, Stocking Allowance, Early Payment Discounts, Quick Cash Payment Discounts, Rebates, Marketing Market Development Promos, Rewards Customer Loyalty Program, Volume Bonus, Slotting Allowance, Trade Spend, End Customer Discounts Off Invoice, Other Off Invoice Discounts, Net Price, Nonstandard Orders Customization Costs |
Percent of accounts with negative margin, calculated with revenue | PERCENT_ACCOUNTS_NEGATIVE_MARGIN_REVENUE | |
Percent of transactions with negative margin, calculated with revenue | PERCENT_TRANSACTIONS_NEGATIVE_MARGIN_REVENUE | |
TTM per unit realized price percent increase | TTM_PER_UNIT_LOCAL_REALIZED_PRICE_PERCENT_INCREASE | |
Percent of deals outside guidelines, calculated with number of deals | PERCENT_OUTSIDE_GUIDELINES_NUMBER | |
Deal velocity for deals needing approval (simple average) | APPROVAL_PROCESS_DEAL_VELOCITY_SIMPLE_AVG | |
Average number of steps in approval process (simple average) | AVERAGE_NUMBER_APPROVAL_PROCESS_STEPS_SIMPLE_AVG | |
Plan | Company Waterfall |
|
Percentage of Products to reach revenue decile | PERCENT_PRODUCTS_10_REVENUE | |
Percent of accounts with negative margin, calculated with revenue | PERCENT_ACCOUNTS_NEGATIVE_MARGIN_REVENUE | |
Percent of transactions with negative margin, calculated with revenue | PERCENT_TRANSACTIONS_NEGATIVE_MARGIN_REVENUE | |
Percentage of customers to reach revenue deciles | PERCENT_CUSTOMERS_10_REVENUE | |
Total Revenue | SALES | |
Number of products TTM | NUMBER_PRODUCTS_TTM | |
Number of accounts TTM | NUMBER_ACCOUNTS_TTM | |
Number of sales people TTM | NUMBER_SALES_PEOPLE_HC_TTM | |
Comparison Waterfall | (See company Waterfall) | |
Price | TTM Number of List Price Increases per product | TTM_NUMBER_LIST_PRICE_UPLIFTS_PER_PRODUCT |
TTM Number of List Price Changes per product | TTM_NUMBER_LIST_PRICE_CHANGES_PER_PRODUCT | |
TTM per unit realized price percent increase | TTM_PER_UNIT_LOCAL_REALIZED_PRICE_PERCENT_INCREASE | |
Number of products TTM | NUMBER_PRODUCTS_TTM | |
Price Increase Realization Waterfall | TTM_PER_UNIT_INVOICE_PRICE_INCREASE, | |
Profit | Percent of deals needing approval, calculated with number of deals | PERCENT_NEEDING_APPROVAL_NUMBER |
Average number of steps in approval process (simple average) | AVERAGE_NUMBER_APPROVAL_PROCESS_STEPS_SIMPLE_AVG | |
Deal velocity for deals needing approval (simple average) | APPROVAL_PROCESS_DEAL_VELOCITY_SIMPLE_AVG | |
Percent of deals outside guidelines, calculated with number of deals | PERCENT_OUTSIDE_GUIDELINES_NUMBER | |
Number of deals | NUMBER_DEALS | |
Average deal size | AVERAGE_DEAL_SIZE | |
Deal velocity for all deals (simple average) | OVERALL_DEAL_VELOCITY_SIMPLE_AVG |
Data objects
Plasma_KPI - the benchmark data
Plasma_Output_Transactions DM - customer’s data
Plasma_Output_Quotes_DM - customer’s data
Plasma_KPI
This Datamart contains the benchmark data provided by Bain&Co. The data is uploaded manually and refreshed every two months.
The logic behind KPIs included in the dashboard (how these are calculated based on the input data from the customers' partitions) is described here:
