Overview

Discusses how a Sales Insight, Revenue, and Margin dashboard can be used to identify pricing opportunities and enhance profitability. It covers key components of the dashboard, such as scatter charts, customer segmentation, and opportunity identification. The article also provides insights on how to understand and utilize scatter charts, analyze customer performance, and implement strategic pricing adjustments based on the insights gained.

The use case is organized into 11 steps in 2 parts:

Part 1

• Overview

• Key Points

• Step 1: Dashboard Analysis

• Step 2: Understand Scatter Chart for Customer Revenue and Margin Analysis

• Step 3: Customer Insights

• Step 4: Visual Representation of Customer Performance

• Step 5: Key Insights for Business Users

Part 2

• Step 6: Identifying Opportunities

• Step 7: Transaction-Level Analysis

• Step 8: Calculating Opportunity Metrics

• Step 9: Visualization Techniques

• Step 10: Revenue and Margin Insights

• Step 11: Actionable Insights