| Financial | Customer Experience & Interaction | Opportunities | Segmentation | Service Levels |
|---|
- Revenue
- Volume
- ICM
- Orderbook
- Forecast
- Budget
- Opportunities
- Payment Terms
- Overdues
- DSO / Best DSO
| 
- OTIF
- NPS
- Complaints
- Contact Relationship Matrix and InterractionsInteractions
| 
- Weighted / Unweighted expected revenue
- # of opportunities
- Weighed revenue at stake
- Top opportunities
- Details of opportunities + links to SFDC
| 
- Split of sales by GBU segment
- Split of sales by Corporate segment
- Segment evolution between 2 periods
| 
- Deviation to Service Levels granted by GBU segment (VS target and charged fees)
- Top used deviation reasons
- Names of the KPIs
- KPI 2
|
Dimensions
- Deviators history
- SCRs for Specialty Polymers
|
Dimensions
Sales Report (Sales, OB, Budget, MTP, forecast) Overdues  OTIF  | Complaints | Opportunities | Financial | Customer Experience & Interaction | Opportunities | Segmentation | Service Levels |
|---|
- Customer (direct indicators) = Corporate Sold-To Group
- Customer (indirect indicators) = Ship-To KA (excl. what is counted as direct based on Corp. Sold-To Group
- For overdues , assumption is made that Customer = Payer Group
| - Customer = Corporate Sold-To Group
- No "indirect" indicators
| - Customer (direct indicators) = Corporate Sold-To Group
- No "indirect" indicators
| - Customer (direct indicators) = Corporate Sold-To Group
- No "indirect" indicators
| - Customer (direct indicators) = Corporate Sold-To Group
- No "indirect" indicators
|
Period of Analysis
|
| | - Opport. Close date
- Opport. Forecast Y
- Opport. Target First Delivery date
| |
- GBU
- Grp of Act.
- Activity
- Company (PRS)
- Plant
- Sales Rep
| | - GBU
- Grp. of Act.
- Opport. Owner
| - GBU
- Grp. of Act.
- Plant
- Plant Zone
- Manuf. Plant
- Market Cluster
- Team Cluster
|
- Customer (see upper)
- SoldTo Group
- SoldTo
- ShipTo Group
- ShipTo
- ShipTo KA
- Region (shipTo)
- Country (shipTo)
- Group Segment
- GBU Segment
- Only Overdues : Payer and Payer Group (PRS)
| - Customer (see upper)
- Corporate Group
- ShipTo
| - Customer (see upper)
- Corporate Group
- OEM Corporate Group
- Account
- Region
| - Region (ShipTo) ?
- Sold-To Group
- Sold-To
- Group Segment
- GBU Segment
|
- Product Hier.
- GBU Prod. Fam.
- Product (lvl4)
- Material (lvl5)
- Market
- Segment
- Application
- End-use
|
| - Product (lvl4)
- Market
- Segment
- Application
- End-use
|
|
- GBU dimensions (Sales Only) :
- AERO Market
- AERO Program
- AERO Specification
|
|
|
|
- Consolidated (Y/N)
- Restated scope
- Data scope
- Data source
- Source System
| - Justified (Y/N)
- Motive
- Severity
- Internal Complaint (Y/N)
| - Opport. ID
- Opport. Name
- Opport. Active Status
- Opport. Business Type
- Stage Group
- Stage
- Opportunity Visibility
- Data Source
| |
Period of Analysis
Image Added
| Financials | Sales : from Y-4 to Y (YTD)
Orderbook : from M to M+6 (M+2 in the graphs, M+6 in report)
Budget / MTP / Forecast : from M to M+12, more if the GBUs load more (max. 5 years) |
|---|
| Cust. Exp & Interactions | OTIF : Y and Y-1
NPS : depends on the NPS campaigns entered in the flat file. No filter on dashboard side.
CCR / Complaints : from Y-2 to Y
Contact Relationship Matrix and Interactions : from Y-2 to Y |
|---|
| Opportunities | No limit. The forecast years depends on each opportunity (from -∞ to +∞). |
|---|
| Segmentation | Based on the sales : from Y-4 to Y (YTD). Warning : segmentation dimension is not updated before 2019. It becomes accurate starting 2019. |
|---|
| Service Levels | Based on the sales : from Y-4 to Y (YTD). Warning : the service level data starts in 2020 only. |
|---|
| Financial | Customer Experience & Interaction | Opportunities | Segmentation | Service Levels |
|---|
- Year
- Year-1
- Year-2
- Year-3
- Year-4
- Year-5
- Quarter
- Month
| | | - Year
- Year-1
- Year-2
- Year-3
- Year-4
- Year-5
- Quarter
- Month
| YearYear-1Year-2Year-3Year-4Year-5QuarterMonth |
Currencies, units and exchange rate
| Financial | Customer Experience & Interaction | Opportunities | Segmentation | Service Levels |
|---|
| | | | N/A (No revenue)Fees in k€ |
CAR3 (past)
CAR4 (future) | N/A (No revenue) | TBC | CAR3 (based on sales) | N/A (No revenue) |
| N/A (No volume) | | | N/A (No volume) |
Refresh frequencies and sources
| Financial | Customer Experience & Interaction | Opportunities | Segmentation | Service Levels |
|---|
- Daily for current month and previous month
- Weekly (in the Week-end) for earlier data
| - Daily for CCR, OTIF, Contact Matrix and Interactions
- Manually at each NPS campaign (yearly) for NPS
| | - Daily for current month and previous month
- Weekly (in the Week-end) for earlier data
| - Daily for current month and previous month Weekly (in the Week-end) for earlier data
|
All data from BW | - BW for CCR (Orderlines), OTIF
- SFDC (Core / iCare) for CCR (complaints) and Matrix and Interactions
- Flat file for NPS
| | All data from BW (based on sales)All data from BW (based on sales) | Services Levels defined in SAP and tracked in BW |
Further Improvements:
WO0000000632900
We have pulled 5 years of historical data for following GBUs and went to production on DEC 19th 2024.
CH = Special Chem, SI = Silica, SD = Soda Ash, CT= Coatis, PE = Peroxides
WO0000000739810
Added "sales office" dimension in the filter. This went live on Dec 19th 2024.
Field added in below Application:
Query: $(VS_QLIK_ENV)_QVSBS_BW_QRY_MVCOPA01_0004
Application: Extractor: QVSBS_BW_QRY_MVCOPA01_0004_1_COMMON
Application: QVSBS_BW_QRY_MVCOPA01_0004_2_C360
Application: Customer 360 Dashboard - SLV
Image Added
