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Info
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titleProcess Owners & DPS Experts
See Detailed pages
Info
titleOverview

Link to the dashboard

Onboarding video

Starting guide

General Description

Customer 360 Dashboard has been engineered to provide a full and comprehensive view on external sales, by Customer (corporate group). 

A new concept of direct / indirect sales has been introduced for each Customer at Corporate Group level. For a given Corporate Group : 

  1. Direct Sales : when SoldTo Group = Corporate Group code
  2. Indirect Sales : when ShipTo KA = Corporate Group code (and SoldTo Group <> Corporate Group Code). 

=>Each Customer we want to see in the drop down list needs to be added in the dashboard configuration file, otherwise Corporate Group / SoldTo / ShipTo will only be accessible using the search bar, and direct / indirect sales split can't be performed.

Note

The aim of the QlikSense Growth Dashboard is to provide users with:

  • Identify and understand top opportunities across the group, GBU, customer, or product
  • Monitor the Realized Sales and Realization Rate from won opportunities

  • Understand how your Devpool is evolving between 2 periods of time

  • Monitor the outlook and progression of the innovation pipeline over the years across various dimensions including stage, archetype or GPM cluster. 

The primary sources from the Growth Dashboard are:

  • Salesforce (CORE & iCARe): 
    • Opportunities 
    • Realized Sales 
    • Opportunity Line items
  • WEGO:

    • Weekly snapshots are captured from the WEGO platform and entered into the Growth Dashboard.

Data from Salesforce is refreshed daily - any change made in Salesforce will be reflected in the opportunity the day after.

Please note that the naming convention to be followed when creating and saving a bookmark is GBU_Page_Scope (i.e. SpP_PipelineEvol_SKABatteries). 


Information per page:



Other information:

  • Filters & Selections 
  • Time Selection 
  • Currencies
  • How to create a bookmark 
  • Download data

Access management sources:

  • Support Documentation 
  • Access management 
  • Data source information
  • Feature & Improvement Release

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1tRoHUR7E8knBuS1AIxV2aADQhKxLhjBpFnqE_W1qhuo/edit?usp=drivesdk
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height600

Info
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titleTarget Users
  • Market VPs 
  • Sales Directors 
  • Commercial Excellence 
  • Marketing Director 
  • Marketing / Business Development 

Embedded Google Drive File
urlhttps://drive.google.com/file/d/1pWCue4DYAAOW8T5IqTRM78Cudaz203TU/view?usp=drivesdk
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Info
titleOverview

Link to the dashboard

Technical documentation and user guides:

General Qlik Training

Info
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titleAuthorization & Rights
Ask for your access using the Access form   

Retrieve the list of approvers at the bottom of the page


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  1. SalesForce Core: Sales force data for all business units except for Specialty Polymers and Composite Materials 
  2. SalesForce iCareE: Sales force data for Specialty Polymers and Composite Materials
  3. ETL: Handled directly in Qlik Sense, the same queries are leveraged (copied) precisely from QlikView
  4. Google Sheets: see data source analysis here
  5. BW: see data source analysis here
  6. App Layer Data: This is where the data is prepared and modeled to be used by Qlik sheets
  7. Presentation Layer: The dashboards that are visible to users, where new sheets and amendments are created
  8. Data model: Data in assembly in Star schema (See data model below)

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Access management

Info
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titleTarget Users
  • Executive Leadership Team
  • LT teams from GBUs
  • Executive Key Account Managers (eKAM)
  • GBU teams of Composite Materials
Info
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titleAuthorization & Rights
Ask for your access using the Access form   
Access must be validated by XXX
FinancialCustomer Experience & InteractionOpportunitiesSegmentationService Levels

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  • Revenue
  • Volume
  • ICM 
  • Orderbook
  • Forecast
  • Budget
  • Opportunities
  • Payment Terms
  • Overdues
  • DSO / Best DSO

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  • OTIF
  • NPS
  • Complaints
  • Contact Relationship Matrix and Interactions

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  • Weighted / Unweighted expected revenue
  • # of opportunities
  • Weighed revenue at stake
  • Top opportunities
  • Details of opportunities + links to SFDC

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  • Split of sales by GBU segment
  • Split of sales by Corporate segment
  • Segment evolution between 2 periods

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  • Deviation to Service Levels granted by GBU segment (VS target and charged fees)
  • Top used deviation reasons
  • Names of the KPIs
  • Deviators history
  • SCRs for Specialty Polymers

Dimensions

Sales Report (Sales, OB, Budget, MTP, forecast)

Overdues (star)

OTIF (green star)

ComplaintsOpportunitiesService Levels
  • Customer (direct indicators) = Corporate Sold-To Group(green star)
  • Customer (indirect indicators) = Ship-To KA (excl. what is counted as direct based on Corp. Sold-To Group
  • For overdues (star), 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
  • Year (star)(green star)
  • Quarter (star)(green star)
  • Month Year (star)(green star)
  • Year 
  • Quarter 
  • Month Year
  • Opport. Close date
  • Opport. Forecast Y
  • Opport. Target First Delivery date
  • Month Year
  • GBU (star)(green star)
  • Grp of Act. (star)(green star)
  • Activity
  • Company (PRS)
  • Plant
  • Sales Rep
  • GBU
  • 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(green star)
  • ShipTo(green star)
  • ShipTo KA
  • Region (shipTo)
  • Country (shipTo)
  • Group Segment
  • GBU Segment
  • Only Overdues : (star) 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(green star)
  • Data source(green star)
  • 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
  • Service Level 

Period of Analysis

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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

OpportunitiesNo limit. The forecast years depends on each opportunity (from -∞ to +∞).SegmentationBased on the sales : from Y-4 to Y (YTD). Warning : segmentation dimension is not updated before 2019. It becomes accurate starting 2019.Service LevelsBased on the sales : from Y-4 to Y (YTD). Warning : the service level data starts in 2020 only.

Currencies, units and exchange rate

FinancialCustomer Experience & InteractionOpportunitiesSegmentationService Levels
  • EUR
  • USD

N/A (No revenue)

  • EUR
  • USD
  • EUR
  • USD

Fees in k€

CAR3 (past)
CAR4 (future)

N/A (No revenue)TBCCAR3 (based on sales)N/A (No revenue)
  • T
  • k Lb
  • Sh. T
N/A (No volume)
  • T
  • k Lb
  • Sh. T
  • T
  • k Lb
  • Sh. T
N/A (No volume)

Refresh frequencies and sources

FinancialCustomer Experience & InteractionOpportunitiesSegmentationService 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
  • Daily for current month and previous month 
  • Weekly (in the Week-end) for earlier data
  • Daily

All data from BW

  • BW for CCR (Orderlines), OTIF
  • SFDC (Core / iCare) for CCR (complaints) and Matrix and Interactions 
  • Flat file for NPS
  • SFDC (Core / iCare)
All data from BW (based on sales)Services Levels defined in SAP and tracked in BW 

If Requester is requesting access to GBU data for: Aroma Performance,
Then approvers are: Evita MARKUS and Simon Delens

If Requester is requesting access to GBU data for: Technology Solutions
Then approver is: Evita MARKUS

If Requester is requesting access to GBU data for: Composite Materials
Then approvers are: Natacha PRENEN and Rebecca RENNESTRAUM

If Requester is requesting access to GBU data for: Novecare
Then approvers are: Pam ACCARDI and Aude TREPIER

If Requester is requesting access to GBU data for: Oil & Gas
Then approvers are: Eddie BUNGE and Mark FARRALES

If Requester is requesting access to GBU data for: Specialty Polymers
Then approvers are: Andrew FLANAGAN and James FLOCK