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Presentation

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

It is composed of three sections:

 

Client Performance

This section shows with two mini-area charts the evolution of Active Clients # and New Active Clients # over last 12 months.

Visualize also Active Clients # and New Active Clients # month by month over the last three years (an active customer is a customer having at least one transaction during the period).

 

Top 5 Clients

This section shows the performance of your top 5 Clients (sorted by Total Revenues descending, for current period).

For each Client, you can see:

  • The blue line shows the evolution of Total Revenues over last 12 months
  • The horizontal blue bar shows Total Revenues for the current period
  • The mini-bar chart shows the evolution of Margin % over last 12 months
  • The horizontal red-green diverging bar shows Margin % for the current period
  • The red-green diverging line shows the evolution of Total Margin over last 12 months
  • The horizontal red-green diverging bar shows Total Margin for the current period

 

Margin % vs Total Revenues

There is one bubble per client. 

Each client is located on the chart:

The size of the bubble is based on the Total Revenues, the color is based on the 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:

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

  • CountryClient Country
  • Marketing SourceMarketing Source
  • Filter 1Attribute your want to use as top filter #1
  • Filter 2Attribute your want to use as top filter #2

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