/uploads/galerie/000225/Sales - Customer Insight LV.PNG

 

Presentation

This dashboard page shows highlights on your Item / Product Performance.

It is composed of three sections:

  • Customer Performance
  • Customers Evolution
  • Customer Overview

 

Customer Performance

For each customer, visualize the following KPIs:

 

Customer Evolution

Visualize the Active Customers # month by month over the analyzed period (an active customer is a customer having at least one transaction during the period).

 

Customer Overview

There is one bubble per customer. 

Each customer is located on the chart:

The size of the bubble is based on the Turnover, the color is based on the Sales Margin %.

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters that allows to focus on what really matters.

In your Sales (LV) dashboard, you will be able to filter on:

  • CustomerMap here the name of your customer
  • CountryThe country to which the sale is associated: it can be the country of the sales organization or the country of the customer
  • Product GroupThe way you regroup sales: business line, product category…
  • SalesRepSales Unit, SalesRep, Business Line…

Other #DataViz in "Sales (LV)" Pack

Home

Sales (LV) Home

Sales (LV) Home
Sales (LV) Home Sales (LV) Home
Get a Home Page for your Sales (LV) dashboard

Cockpit

Sales Cockpit (LV)

Sales Cockpit (LV)
Sales Cockpit (LV) Sales Cockpit (LV)
Get a 360° view of your Sales performance

Sales (LV) Top 6 KPIs Overview

Sales (LV) Top 6 KPIs Overview
Sales (LV) Top 6 KPIs Overview Sales (LV) Top 6 KPIs Overview
Get a transversal view on your top 6 Sales (LV) KPIs, split by the dimension of your choice

Item / Product Analytics

Item Average Selling Price

Item Average Selling Price
Item Average Selling Price Item Average Selling Price
Visualize the evolution of the Product Average Selling Price over time

Customer Analytics

Customer Insight (LV)

Customer Insight (LV)
Customer Insight (LV) Customer Insight (LV)
Get instant insight on your customers: Top customers, Evolution...

Customer Acquisition

Customer Acquisition
Customer Acquisition Customer Acquisition
Get instant insight on your new customers acquisition patterns: Number of new customers over time, new customers turnover evolution...

Customer Lifetime Value

Customer Lifetime Value
Customer Lifetime Value Customer Lifetime Value
Predict of the revenues and profit attributed to the entire future relationship with a customer. Customer lifetime value can also be defined as the monetary value of a customer relationship.

GeoAnalytics

Sales (LV) Country Analysis

Sales (LV) Country Analysis
Sales (LV) Country Analysis Sales (LV) Country Analysis
Visualize the performance of any of your Sales (LV) KPIs, at Country level

Trends Analytics

Sales (LV) Trends Analysis

Sales (LV) Trends Analysis
Sales (LV) Trends Analysis Sales (LV) Trends Analysis
Visualize the evolution of any of your Sales (LV) KPIs: Trends, Performance & Year over Year

Distribution Analytics

Sales (LV) Segmentation Analysis

Sales (LV) Segmentation Analysis
Sales (LV) Segmentation Analysis Sales (LV) Segmentation Analysis
Visualize the value of any of your Sales (LV) KPIs, split by the dimension you selected (market share analysis)

Sales (LV) Pareto Analysis

Sales (LV) Pareto Analysis
Sales (LV) Pareto Analysis Sales (LV) Pareto Analysis
Perform a Pareto Analysis on any of your Sales (LV) KPIs: the 80/20 rule.

Other Packs