CRM Analytics Dashboard

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

Deployed GBUs with or without validated Margins:

Novecare with Margin
Peroxides with Margin for EMEA (not other zones)
Special Chem without 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 - All Intra-GBU sales are excluded (except Novecare and Silica, see below) TO BE UPDATED
• 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) (Y/N) - Intra-group sales may be included or excluded using this filter
• Consolidated Entities (Y/N) - Choose Y or N for whether each Legal Company consolidation method should be taken into consideration in the analysis at hand
  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-Zone - This is a Novecare and Silica specific flag which is used to eliminate indirect sales for certain zone
• Margin Types - Choose between:
   - Contribution Margin
   - Integrated Margin
   - Integrated (Market) Margin

Currencies and Exchange Rate:

Data Refresh Frequency:

• Data is refreshed on the Analytics dashboard daily.

• 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, PPS (BW and BI4)
• Sales Performance: BW P&L
• Overdue and DSO: BW FIAR
• Quality: Salesforce.com
• Opportunities: Salesforce.com

Useful links on general information and sources: