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Presentation

The Sales Cockpit provides an overview of your Sales performance.

It is composed of six sections:

  • Sales Revenues
  • Profitability
  • Customers
  • Turnover Per Country
  • Top Customers
  • Product Group Performance

 

Sales Revenues

This section shows the performance of the following KPIs:

 

Profitability

This section shows the performance of the following KPIs:

 

Customers

This section shows the performance of the following KPIs:

 

Turnover per Country

Visualize Turnover contribution per Country on a map.

 

Product Group Performance

This section shows the performance of your top 5 Product Groups (sorted by Turnover descending, for current period).

For each Product Group, you can see:

  • The blue line shows the evolution of Turnover over last 12 months
  • The horizontal blue bar shows Turnover for the current period
  • The mini-bar chart shows the evolution of Sales Margin % over last 12 months
  • The horizontal blue bar shows Sales Margin % for the current period

 

Top Customers

This section shows the performance of your top 5 Customers (sorted by Turnover descending, for current period).

For each Customer, you can see:

  • The blue line shows the evolution of Turnover over last 12 months
  • The horizontal blue bar shows Turnover for the current period
  • The mini-bar chart shows the evolution of Sales Margin % over last 12 months
  • The horizontal blue bar shows Sales Margin % for the current period

 

 

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:

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

  • CustomerName of the 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 Group / Business LineThe way you regroup sales: business line, product category…

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

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