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The Analytics Dashboard was developed alongside the CRM project and is designed to facilitate analysis and reporting of data related to the following areas:

Orderbook

Sales Performance (Actuals)

Credit Management

Opportunities

Quality

Overdue & DSO

Opportunities

CRM Quality

SPM

Solvay Report

Sold & Pending orders

Deployed GBUs with or without validated Margins:

Novecare with Margin
Peroxides with Margin for EMEA (not other zones)
Special Chem

with Margin
Performance Polyamide (ex-EP only) with Margin
Soda Ash without Margin
Aroma Performance with Integrated Margin (not 100%, ok for Sales Analysis)
Silica with Margin
Coatis without Margin
Fibras with Margin
Performance Polyamide (ex-P&I only) with Margin

Tech Solutions with Margin (for zones on Solvay ERP)

Scope:

• Period - 3 calendar years

• Intra

• GBU sales are excluded

• for Aroma Performance and Fibras.

• Legal Entities - All except for Butachimie & Rhodia Manyar

• Order Type - "KB" excluded for Engineering Plastics

• Integrated Margin - For Engineering Plastics refer to its Market Margin

Flags:

Intra-Group (Intracompany) (

• Consolidated Entities (Y/N) 

- Intra

• -

group sales may be included or excluded using this filterConsolidated Entities (Y/N) - Choose Y or N for whether each Legal Company consolidation method should be taken into consideration in the analysis at hand
Intra-Zone - This is a Novecare and Silica specific flag which is used to eliminate indirect sales for certain zone

• Consolidated entities now work as a regular QV Filter : nothing selected = all, Y = only consolidated entities, N = only non-consolidated entities.

  For example, selecting (N) will show 100% sales, volumes and margins while selecting (Y) will consider the consolidation methods of each Legal Entity by multiplying the sales, volumes and margins by the Entity consolidation rate (eg. joint venture of 50%/50%, only 50% of sales will be shown in the analysis)

  
  

• Internal / External - TO BE UPDATED
• Intra-GBU - TO BE UPDATED

• Intra GBU/External Flags:

  Comparison between selling and buying GBU (BW rule) :

  Image Added

  • No buying GBU = External

  • 2 distincts GBUs = To other GBUs

  • Same GBU = Within GBU

  To Other GBUs - Intra Sales flow to other GBUs can be viewed with this flag.External = Select this to view the final customer outside of Solvay.Within GBU - Intra GBU sales are available to be viewed by selecting the "Within GBU" flag. Excluded automatically for Aroma Performance and Fibras.

• 
  

  
  

• Margin Types - Choose between:




•  - Contribution Margin
   - Integrated Margin
   - Integrated (Market) Margin -Gross Margin (Novecare Only) -Integrated Gross Margin (Novecare Only)

Currencies and Exchange Rate:

• EUR, USD,

• Local Currency & Document Currency

• Conversion rate :

• Qlikview extracts all P&L data in local currency and applies the Exchange Rate-C from BW.

 

• This is a

YTD

• CAR3 Monthly

rate

• Average Exchange Rate. See

calculation example

• details here.

Data Refresh Frequency:

• Data is refreshed on the Analytics dashboard daily. Full reloads of P&L are done each weekend. Data on Saturday and Sunday is not "current" due to refresh demands.

• Analysis for Orderbook, Sales, and Credit Managment is available for 3 years worth of data: 2 Historical years and year to date of the current year.

• On Opportunities, Analysis is available for current year through the maturity year of the opportunity.

Sources for the dashboard include:

• Order Book:

OBAS

• Global Sales BW, PPS

(BW and

• BI4)

• Sales Performance: BW P&L

• Overdue and DSO: BW FIAR

• Quality:

Salesforce.com

• BW-SFDC Complaint Dashboard, CRM SalesForce

• Opportunities:

Salesforce.com

• CRM SalesForce

 

Useful links on

general information

General Information and

sources

Sources:

• Source Queries Overview

• Dimension Dictionary

• Exchange Rates

• Margin Information

• Budget and BFR Information -

 Click here for the list of queries used for this dashboard

Dimensions - Click here for an overview of all dimensions in the dashboard.

Sharing Bookmarks: Click here to learn how to share bookmarks on Analytics.

• OLD 

• Forecast Data Source 

• Access Rights and Dashboard Entry Points 

• Validation Contacts and Data Stewards 

• Bookmark Sharing Tips