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)

Overdue & DSO

Opportunities

Quality

SPM

Solvay Report

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:

• Consolidated Entities (Y/N) - 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)
  
  
• Intra GBU/External Flags:

  Comparison between selling and buying GBU (BW rule) :

  

  • 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:

Data Refresh Frequency:

• Data is refreshed on the Analytics dashboard daily. Full reloads of P&L are done each weekend.

• 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:

• Source Queries Overview

• Dimension Dictionary

• Exchange Rates

• Margin Information

• Budget and BFR Information 

• Forecast Data Source 

• Access Rights and Dashboard Entry Points 

• Validation Contacts and Data Stewards 

• Bookmark Sharing Tips