Stakeholders

This use case primarily targets Pricing Analysts and Managers, with secondary relevance to Sales, Commercial, and Finance leaders.

Business Context (Use Case Description)

Analytics Views Workflow 

Open

Standard portlets - views 

 Spot Business Summary Total 

The purpose of this analytic is to identify outliers especially for underperformance on non-agreement spot price revenue, margin, and volume 

Summary of dashboard filtered context for total revenue, margin, and volume YTD in percentage and absolution value per currency selection 

Trends on daily, weekly, monthly are not shown but should be configured to present a more detailed view.  Spot price realization on a day over day / week over week is a common business case for configuration in process manufacturing. 

 Spot Business Summary  

The purpose of this analytic is to give a next level breakdown of the summary total. 

Detailed view per business unit product hierarchy, sales region, and other divisions. 

Conditional formatting should be used to easily show and allow for filtering on increase and decreasing trending.

Margin Time Series 

The purpose of this analytic is to provide a long term historical and potentially forecast trending view of margin, revenue, and volume. Time series bar chart includes margin. Chart can be configured to add others measures including revenue and volume with added 2^nd axis if needed. Forecast data is required if future 12 months is to be shown.

Pie Charts 

The purpose of this analytic is to identify outliers especially for underperformance on non-agreement spot price revenue, margin, and volume at the customer/product level. Three separate portlet pie charts are configured to show revenue, margin, and volume 

Quartiles can be configured to represent desired breakdown.  Recommended to use 3 breaks based on bottom 25%, middle 50%, and top 25% (as shown) or other standard views like 4 standard quartiles at 25% breaks. 

Note: Drill down into pie charts is supported

Open

 Monthly Guidelines by Region 

The purpose of this analytic is to provide monthly or similar financial reporting period changes in contribution margin and volume so that progress toward AOP (annual operating plan) is achieved. Summary of product hierarchy with customer and region added as needed to show current month volume, target CVM and actual CVM. It includes ability to have “totals” section.

Customer Monthly Guidelines (is a “drill down” connected to above guidelines by region) 

The purpose of this analytic is to provide detailed context for the above monthly guidelines so that visibility into customer spot pricing (positive and negative) to target underperformance in the next opportunity for negotiation.  

This table is a drill down.  This means that the context is driven by the above chart based on the row selected.  Data shown will only be for row selected to show “customer breakdown” of the same data.

Filtering & apply settings 

This dashboard is defined with a standard basic set of filters.  These standard filters require specific master data to enable content-based views of the data.  It is recommended that additional filters are added as needed especially when the customer has defined segments, geographies, and other factors that would improve usability.   

Save views 

Exports & actions 

Individual portlets can be:

• Opened in a dialog box 

• Exported (PNG, SVG, JPEG, PDF, MS Excel) 

• Removed 

• Action created 

Limitations and Risks

While many of the following can be configured with different levels of effort, for this particular use case, they are out of scope:

Reporting metrics beyond the ones explicitly mentioned

More metrics may be available, depending on your business needs but they must be discussed priorly, in initial phases of the project, as they require additional effort .

Any customization 

This use cases uses out of the box capabilities and any further customization must be discussed in advance as it will be subject to effort and charge.

Additional filters 

User entitlement of the dashboard 

Data Integration 

Any additional data transformations or integrations required to make data available needs to be considered as an additional configuration effort. 

Terms and Definitions