/uploads/galerie/000236/Startup Cockpit.PNG

 

Presentation

The Sales Cockpit gives a 360° view of your Sales performance.

It is composed of seven sections:

  • Revenues
  • Profitability
  • Customers
  • Turnover per Location
  • Product Results
  • Client Insight
  • Performance

 

Revenues

This section shows the performance of the following KPIs:

 

Profitability

This section shows the performance of the following KPIs:

 

Clients

This section shows the performance of the following KPIs:

 

Turnover per Location

Visualize Total Revenues contribution per Country and City on a map.

 

Product Results

Visualize your Sales performance split by Product:

 

Client Insight

Visualize your Top Clients, how they contribute to the overall Total Revenues and how profitable they are.

 

Performance

Visualize Total Revenues and Margin % split by the attribute your mapped on 'Filter 1' attribute of the template.

 

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

 

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.

Other #DataViz in "Digital Strategy" Pack

Home

Digital Strategy Home

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Cockpit

Start-up Cockpit

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Get a 360° view of your Start-up performance

Digital Strategy Top KPIs Overview

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Get a transverse view on your top 6 Digital Strategy KPIs, split by the dimension of your choice

Digital Strategy Top KPIs Evolution

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Visualize how your Digital Strategy KPIs are evolving (Month-to-Date, Year-to-Date)

Digital Strategy Top Contributors

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Instant overview of your Digital Strategy top 4 KPIs split by the dimension you selected.

Sales Analytics

Customer Insight

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Get instant insight on your customers: Top customers, Evolution...

Client Acquisition

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Visualize the evolution of your new registered clients

Customer Lifetime Value & Churn Rate

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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.

LTV Evolution

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Instantly know how your LTV evolves across cohorts

Active Customers Evolution by Cohort

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Visualize the evolution of active customers across lifetime, split by cohort

Behavioral Analytics

Digital Strategy KPI Performance

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Visualize the overall performance of any of your Digital Strategy KPIs: what is the performance, how does this performance evolve, who contributes to this performance

GeoAnalytics

Digital Strategy Country Analysis

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Visualize the performance of any of your Digital Strategy KPIs, at Country level

Digital Strategy State/Province Analysis

Digital Strategy State/Province Analysis
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Visualize the performance of any of your Digital Strategy KPIs, at State/Province level

Digital Strategy City Analysis

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Visualize the performance of any of your Digital Strategy KPIs, at City level

Trends Analytics

Digital Strategy Trends Analysis

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Visualize the evolution of any of your Digital Strategy KPIs: Trends, Performance & Year over Year

Distribution Analytics

Digital Strategy Segmentation Analysis

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Visualize the value of any of your Digital Strategy KPIs, split by the dimension you selected (market share analysis)

Market Share Analysis

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Visualize the evolution of the Market Share. For any of your KPIs, for any your dimensions.

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