Aug 28, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| My Data Report | Sales Report | All excl. CM & SPP | Users are now able to view the contract associated with historical and forecast sales. Two new dimensions are available "Contract Sales Flag" and "Contract Link SFDC" (see screenshot below with visual and explanation of matching criteria) SPP is coming soon due to a bug fix on contract H4 data architecture in data lake |
| Price-Volume Decomposition | NEW PAGE - Finance View | SPP | To align with SPP Finance team, we have created a page which calculated Variable Cost effect at the Product H4 level (granularity of business line x HPAM x Inv,. Mket cluster, x H4 x market cluster) . To note: General access has not yet been granted to this page and only users with manual access will be able to view it. Wiki documentation in progress |
| My Data Report | Sales Report | NC & TS | New field called "Innovation Sales Flag" now available in My Data Report. This field will display "New Product" or "New Application" based on the business rules defined with the GBU. Novecare also has "Product Birth" populated (already available for TS) |
| Data Quality | Fixes to support FL ICM release | AP | Incorrect source for GBU Product Family was corrected for forecast data. No change to historical data. Bug fix on duplication of forecast months in the BOM |
| Data Quality | Aero Market & Aero Program | CM | Aero fields have been enriched for cases where these dimensions were not assigned based on a flat file |
| My Data Report | Sales Report | All | "Sales Order Line" now available |
| Order Book Analysis | All | All | Order data available beyond M+3 for ALL GBUs |
| All | BFR06 | SPP | BFR06 now available for SPP GBU based on flat file |
| My Data Report | WIP Budget Report | NC & TS | Fields added to the WIP report including Budget VC, Budget Unit VC and Budget ICM% |
| Data Quality | Forecast Segment | All | Segment was previously not available for forecast data. It is not populated based on the last invoice (until CPC master data migrated) |
| Order Book Analysis | Pareto | All | Added view by product |
| All | UX | All | Resized scroll bars to make them larger |
| Sales & Pricing Review | UX | All | To improve performance we have modified the layout of the historical & Forecast evolution chart on the Sales & Pricing Review page. See screenshot for changes |
| Data Quality | Rebates | All | The option to add forecasted rebates is now available for all GBUS (previously only available for TS GBU) |
Aug 6, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | BFR06 | NC, CM, AP | BFR06 available for all GBUS in S&P Review, Orderbook, and My Data Report (excl. SP - coming soon) |
| Data Quality | Market Cluster for CPDS | SP | Data Quality improved for CPDS market cluster which was previously allocated to Not Assigned |
| Order Book Analysis | Past Due Open Orders | All | Past Due Open Order table now has an option to view the details for ALL open orders. To note: a user must filter to limit the number of lines displayed in this table. If large scale analysis is required, users should refer to the Orderbook dataset in My Data Report. See screenshot below |
| My Data Report | Sales by Sales Order Rport | All/NC | Dimensions added: Shipping plant country, ship-to country, ship-to town, Mode of transport |
| Data Quality | Budget | TS | Bug fix on Budget duplication from missing Zone H2 |
Jul 26, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Data Quality | Customer Master Data | All | Customer Master data is now sourced from the data lake. You should expect to see data harmonization and minor quality improvements. To note: there is a hypercare period for any corrections/continued improvements |
| Sales & Pricing Review | KPIs | All | KPIs have been reworked to include YTD & FY KPIs |
| Data Quality | BFR06 | TS | Activity allocation fixed & BFR06 live |
| Price-Volume Decomposition | Top 10/Bottom 10 Pareto | All | "Total Sales" and "Total ICM" button now displays the total bridge (e.g. YTD 2024 - YTD 2024) |
| Data Quality | VC Effect calculation | NC & TS | VC Calculation is now based on production plant currency |
| Contract | NEW PAGE | All | Contract Page now available in the Pricing Dashboard including streamlining/consolidation of objects. (see screenshot) Please refer to the wiki |
| My Data Report | Contract Report | All | Contract Dataset now available in the Pricing Dashboard including addition of dimensions added for contract end data: "Contract End Year" "Contract End Quarter" and "Contract End Month" (see wiki) |
May 14, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Price-Volume Decomposition | All | All | Sequential VPV MVP is available significantly ahead of schedule. See below screenshot for guidance. Please test out the feature and provide any recommendations for improvement. |
| My Data Report | WIP Budget Report | NC & TS | WIP Budget dataset created and ready for UAT. Testing will be performed in this version. |
| Data Quality | Data Quality | SP | Data Quality improvement for forecast end use |
| My Data Report | Sales Report | All | Bug fix on default display for Sales Report |
| Data Quality | Data Quality | CM | Fix on region for 2023 & 2024 budget |
| Data Quality | Data Quality | TS | More master data available for rebates. To note fix still required on VPV page |
Apr 24, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | All | Speed Improvements: New Home Page Creation of New Waterfall Page | |
| All | CM | FL Revenue & FLICM live in production with the following fixes: - fx rate of forecast prices - fx rate of budget - renaming Unconstrained forecast to Sales Team forecast | |
| All | All | Clean up of naming & bookmarks | |
| My Data Report | My Data Report | TS NC AP CM | 2023 Budget data is now available in prod |
Apr 3, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Frozen Dashboard | Full dashboard | All | Dashboard has been reloaded to show data from 2018-2023. The refresh will be released by end of week |
| Data Quality | FL ICM UAT feedback fixes | CM | In design environment: 1) Aero Market fixed so forecast master data is not capitalized 2) Raw Material forecast model now available. Total % evolution applied to the cost rollover for all finished goods |
| My Data Report | Manuf VC Cost EXW Report | CM | Manuf VC EXW Report now available for Composite Materials GBU. This report shows the total standardized VC cost and fixed costs |
| Data Quality | Forecast Intercompany Freight | SP | Intercompany freight costs are now forecasted based on L3M cost rollover model |
| Data Quality | VPV | All | 1) Royalties received and paid removed from Sales & ICM values for VPV analysis. 2) Reprioritization of exception rules related to debit/credit notes. Priorities are as follows: Inconsistent data 5 : When ([Sales start] = 0 & [Volume End] <> 0 & [Sales End] <0) OR ([Sales start] < 0 & [Volume start] <> 0 & [Sales End] = 0) then push to volume variation Inconsistent data 4 : When ([Sales start] = 0 & [Volume End] = 0 & [Sales End] <0) OR ([Sales start] < 0 & [Volume start] = 0 & [Sales End] = 0) then push to Price variation 3) For Novecare Ship-to KA removed from VPV key |
| My Data Report | Orderbook Report | All | 1) Bug fix on case sensitivity for GBU Product Family 2) Dimension Application added |
| Order Book Price Analysis | Pareto Chart | All | In design environment: pareto chart has been developed. UAT in final stages for a planned release on Apr 16 |
| Data Quality | Budget | TS | Bug fixed for the following: 1) Country (ship-to) made not case sensitive 2) Sales Rep name duplication fixed 3) GBU Product Family now populated 4) Fix on GBU region for Mexico - was previously assigned as LAM and now it is NAM |
| Data Quality | Budget | SPP | 2024 Budget available for SPP GBU |
| Data Quality | Fcst Master Data | SP | Fcst GBU Region now fully populated for forecast data |
| My Data Report | Sales Report | TS | Bug fix on Product Birth.. Product birth categories will update at the beginning of the year instead of at the beggining of Q2. |
| Sales & Pricing Review | Historical & Forecast Evolution Chart | All | Views added for country (ship-to) and GBU Product Family |
| My Data Report | Manuf VC Cost EXW Report | All | Measure name changed from "Unit Integ. Cost" to Unit FMC" so it is more clear that one measure is variable cost while the other is full material cost |
| My Data Report | Sales Report | All | New dimension created for Quarter (e.g. Q2, Q3) so users can more easily pivot data. Existing Quarter dimension name changed to "Quarter Year" |
Mar 12, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Order Book Price Analysis | New Page | All | The redesigned order book page is in the design environment and will be availabel shortly for UAT. Communication to come. During this sprint the old Order Book Price Analysis page will not be available |
| Price-Volume Decomposition | Data Quality | SP | Issue with final customer assignment corrected closing 39M EUR VC Gap |
| Data Quality | Forecast Price | CM | Forecast price correction available in design environment. Calculation logic changed to take revenue/volume to avoid data quality issues in source query. UAT to resume shortly |
| My Data Report | Orderbook Report | All | Internal sales added to the data set |
| My Data Report | Sales Report | All | Forecast price available in Document Currency and sales Unit of Measure (see screenshots) |
| My Data Report | Orderbook Report | All | New KPI "Blocked Order Flag" summarizing all orders that are blocked |
| All | Budget | TS, CM, AP | 2024 budget available |
| My Data Report | Manufacturing VC EXW Report | CM | Composite Materials data now available. To note: as BOM details by cost type are not available only total VC and Fixed cost information is available. |
| Scatter Plot | Scatter plot selection | CM | Ability to select last invoice price for sold-to x material granularity is now available |
| My Data Report | Sales Report | All | New Dimension available: Shipping plant country |
| Data Quality | All | All | All links converted to new syensqo SalesForce URL |
| Contract Dashboard | Global Filters | CM | We separated CM contracts from SP contracts, enabling the GBU to filter on their own scope. |
Feb 20, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | FL Revenue & ICM rollover | CM | FL Revenue available for UAT in design - target completion by Feb 22 Including forecast in DC & UOM |
| All | Performance Improvements | All | 1) Calculated dimensions on-the-fly corrected 2) Changes to sorting to optimize loading 3) New baseline measurement performed: Improvements on pages related to precalculation of BOM dataset (BOM, Sales & Pricing Review). |
| Price-Volume Decomposition | Data Quality | All | Modification to Added/Lost Volume Rule in VPV Page: The new rule states that if [Sales Start] equals 0 and [Sales End] is less than 0, or if [Sales Start] is less than 0 and [Sales End] equals 0, the impact should be assigned to price. In all other scenarios, the existing Added/Lost rule applies. |
| All | 2024 Budget | CM & AP | 2024 budget available |
| All | 2024 Budget | TS & CS | 2024 budget from BW built - waiting on final GBU sign off to release to production |
| All | FL Data Quality | TS | Rule change to materials assigned to manufacturing plant Resale (RS): 1) Take Manuf VC data for material x manufacturing plant: 2) IF 0, AND Manuf plant = RS take the L3/6/12M cost in COPA03 at material x shipping plant --> New rule 3) IF 0, take the L3/6/12M cost in COPA03 at material x manufacturing plant 4) If 0, take the L3/6/12M unit VC cost in COPA03 at material level. |
| My Data Report | Orderbook Report | All | 1) New Measure added:Source System 2) New KPIs added: Blocked Order Flag BFR06 Price OB vs. BFR06 Price Budget Price OB vs. BFR06 Price 3) Minor bug fixing on OB month filter |
| My Data Report | Sales Report | All | Default layout changed (both actual and forecast KPIs) Quick filters added to measure selection |
| All | All | OG | Oil & Gas data available in production. To note: no development has been performed and to ensure data quality key actions would need to be managed such as defining the VPV key, defining the ICM calculation, and defining business rules for GBU dimensions. This data is only available to users with manual access to ALL GBUs |
| All | Data Quality | CM | CPC definition as sold-to x material corrected. Key impact is on last price calculations |
| All | Data Quality | All | Management of year changeover related to manual correction file - 2022 corrections maintained by pricing dashboard only as not relevant for 1CP |
| PAM Control Tower | Page | CS | PAM CT Page decommissioned. RIP! |
Jan 30, 2024
| Dashboard Page | Table/Chart | GBU | Change to be moved to Production |
| All | FL ICM | TS | TS FL ICM & FL VPV live! |
| Data Quality | Forecast Price | TS | Price Rebates/Discounts added for TS (could be used by all GBUs) |
| Data Quality | Sales Report | All | Sales Organization added to My Data Report Dimensions |
| Sales & Pricing Review | Sales Rep master | All | Bug fix on sales rep duplication (including msp in naming) |
| Data Quality | Historical & Forecast Evolution | AP | Price change reason added as view on historical & Forecast evolution chart |
| Sales & Pricing Review | Forecast Master data | All | SPP Forecast master data improvement. Clean up of Market Cluster Segment info 5 and payment terms mapped for forecast data |
| Sales & Pricing Review | Product & Customer Pareto | All | Sold-to and GBU Product Family views added to the Pareto charts |
| All | Historical & Forecast Evolution | All | Bug fix on sold-to group displaying sold-to in historical & Forecast sales chart |
| My Data Report | Historical Data | All | New PO2 consoview for both SCo and ECo dashboards. Sales from Syensqo to Solvay will now be considered external sales |
| My Data Report | Orderbook Report | All | Bug fixes on orderbook: - orderbook price is now displayed for invoiced orders - missing product codes - Access issues - Fixed filter on status |
| My Data Report | Orderbook Report | All | New dimensions added to orderbook report: - Invoiced qty in UoM - Orderbook Sales DC - Customer PO number |
Jan 10, 2024
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Access Mgmt | ICM | SP | On Thursday Jan 11, we will open up ICM to Account Managers & SKAM security profiles: see communication to be sent |
| Data Quality | Forecast Sales/Vol/Price | SP | Correction made to price logic to limit overestimation of price when no price condition available at CPC level. Price logic is as follows: 1. Price condition at product x sold-to 2. Last price condition at product x sold-to 3. Last invoice at product x sold-to 4. Average price condition at product 5. Last average price condition at product 6. Last average invoice at product Data at product level is now taking the average instead of the maximum |
| Data Quality | Forecast Sales/Vol/Price | SP, NC, TS | Previously we would switch to the current month run period on the 8th of the month. We now switch ont he 1st of the month to not have a lag in data displayed. (e.g. Jan 1st we use the January run period) |
| Data Quality | Forecast Dimensions | All | Town & State available for forecast CPCs (mapped based on last historical order) |
| Price-Volume Decomposition | Top/Bottom Pareto | All | Total Volume variation button added. |
| Forward Costing | Rolling 3M | TS (in dev) | When TS GBU is selected (or default visibility) Activity & Product Heirarchy are available dimensions |
| Price-Volume Decomposition | Data Quality | NC/All | Corrections to the Sample rule were made |
| Price-Volume Decomposition | Data Quality | NC/All | Corrections to volume exception rule (restated vs original values) |
| Price-Volume Decomposition | Data Quality | SP, NC, TS | Corrections to calculation for added/lost cases, to include the fx effect |
| Forward Costing | Offset costs & retain margin % table | NC (TS in dev) | Changes made to clean table/better align with rolling 3M data: 1. Removed Quarterly Value Leakage column 2. Q+1 and Q+2 value leakage changed to margin leakage (sign aligned with rolling 3M) |
| Forward Costing | NC (TS in dev) | NC (TS in dev) | Exclusion from the table CPCs with no VC EXW, no difference in avg VC EXW, obsolete materials |
| My Data Report | Sales Report | All | New KPI added: ICM vs. BFR06 & ICM vs. BFR06 (%) |
| Price Execution | Help link | NC & TS | Help link redirects to correct wiki page |
| Documentation | Wiki | All | Wiki cleanup to direct to Syensqo pages |
Dec 20, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Data Quality | Forecast Price coverage | SPP | Two changes to improve FL Revenue forecast: 1. Missing sold-tos populated for forecasts made on ship-to only 2. Price logic updated. If no price at CPC level, then price taken at product average level (either price condition or last invoice price) |
| Data Quality | FL ICM | TS & NC | Coverage of VC forecast improved by updating VC logic. If no forecast costs available at material x manufacturing plant level, costs are rolled over from P&L at the material level |
| Forward Costing | Rolling 3M table | NC | Multiple improvements implemented: 1. Calculation error corrected, 0 values not included in average 2. Rolling 3M periods corrected. past 3M = M-2 to M and forward 3M = M+1 to M+3 3. Requirement to select group of activity or region removed 4. Remove decimals in the cost evolution % 5. Margin impact is in K EUR To note: 1st attempt to remove material from mandatory selection attempted but not technically successful |
| Forward Costing | Offset costs & retain margin | NC | New KPI added: "ICM if no action" taken in unit ICM (previously only available in ICM%) |
| My Data Report | Manufacturing Cost EXW Report | All | Relabelling of KPIs Default display modified To note: 1st attempt at adding customer related KPIS (GBU Region, Group of Activity, etc.) and managing aggregation attempted but not technically successful |
| Data Quality | Performance | All | Removal of P&L elements from dashboard dataset. If you need information at P&L element level please contact hypercare/project team |
| Price-Volume Decomposition | Data Quality | SPP | ICM Calculation adjusted to align with GBU finance methodology |
| All | PO2 | All | Access management sustained through email changeover. |
| Price Execution | Detailed table | NC & TS | Added KPI: Unit ICM (DC/KG) |
Dec 7, 2023
We have had a special release on December 7th to roll out the new Orderbook Report!
You can find the new report in My Data Report.
Nov 28, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | All | CM | Access expanded to all users. There will be ~10 training sessions driven by Mariana between Dec 5-14th - including the GBU LT on Dec 6th . |
| My Data Report | Orderbook Report [NEW] | All | UAT launched Nov 23. Optional daily Q&A sessions for those that want to discuss with the project team. UAT closing will take place Dec 5. Release of the new report is planned shortly after (~Dec 7) |
| Price-Volume Decomposition | VPV | All | NEW FEATURE: Bar chart available which shows the monthly evolution or performance (see screenshot) |
| My Data Report | Sales Report | NC | Customer Group dimension added - to note only available for forecast data. |
| Data Quality | Freight Forecast | SP, NC, TS(dev) | The reference value used to forecast freight is now based on the average by sales order (allows to capture costs on multiple shipping plants for the same order) |
| Data Quality | RM & Utility Forecast | NC, TS(dev) | New rule implemented to roll over costs from COPA06 if no BOM available to provide better coverage on price forecast |
| Data Quality | Forecast Masterdata | All | Packaging type now available for forecast based on last order |
| My Data Report | Sales Report | SP, NC, TS | Bug fixed on forecast price source KPI |
| My Data Report | Data Quality | CM | Fixed missing conversion between ft and in. |
| Data Quality | Forecast VC | NC | Bug fix on missing VC related to confidential materials/plants |
| Data Quality | VPV | All | Manual corrections causing gaps between 1CP & Pricing resolved |
| Price-Volume Decomposition | VPV | CM | MVP of aero market and aero program filters available for use (calculation based on 2023 weighted volume) - second iteration to come ASAP |
Nov 16, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Price-Volume Decomposition | Time selection | NC & SP | FL ICM is live in the dashboard for VPV. These GBUs can now select a period up to Dec 2024. Other GBUs should not be impacted. |
Nov 3, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | FL ICM | SP | FL ICM is live in the dashboard on all pages. Training to come for users with ICM access. To note a fix on the utility forecast was completed and no forecast on internal logistics as agreed |
| BOM | BOM Overview Table | NC & TS | Fixed costs added to the datasets from source MVCOPA06 (see screenshot below) |
| My Data Report | Manufacturing Cost EXW Report | ||
| Forward Costing | NEW FEATURE: Rolling 3M Cost | NC | The new feature to replace Price Advisor highlights table has been added (see screenshot below) |
| All | KPIs | CM | Product Line added to the dashboard as a top filter |
| Price-Volume Decomposition | Top 10 / Bottom 10 Pareto | All (CM req) | Sold-to x Material view added |
| Data Quality | Historical data | All | Bug fix on incomplete data extraction which was causing missing data in month M |
| Sales & Pricing Review | Historical & Forecast Evolution Chart | SP | Market Cluster view added |
| Price-Volume Decomposition | Waterfall Chart | All | In Quarter view, Q1 of the year was all negative values. This has been corrected to show accurate QTD values |
| Price-Volume Decomposition | Data Quality | NC | Fix on ICM variation calculation to have alignment with 1CP |
| My Data Report | Sales Report | NC, SP, TS | Forecast price source KPI added to My Data Report (see screenshot) |
| My Data Report | Sales Report | All | New KPIs added: ICM vs. Budget (EUR) ICM vs. Budget (%) |
| My Data Report | Campaign Report | NC & SP | Manufacturing plant name and code split to two columns Material name and code split to two columns |
| My Data Report | Sales Report | All | Manufacturing plant name and code split to two columns Shipping plant name and code split to two columns |
Fixed Costs:
Forecast price source KPI:
Oct 10 & 17, 2023
| Release Date | Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Oct 11 | Frozen Version | Access Management | ALL | Access controls to the frozen version of the dashboard (2018-2022 data) are now updated daily to capture new users |
| Oct 11 | All | FL ICM Data | SP | The raw material forecast model has been changed to have fewer cases with 0 RM Cost forecast by taking reference values at material level if not available at CPC level (reduced from 7% of volume to 1% of volume with no RM forecast) |
| Oct 11 | Sales & Pricing Review | Historical & Forecast Evolution | ALL | At the request of users, we have removed the ICM% line from the sales view. This allows users to copy/share this viualization without violating and visibility restrictions. |
| Oct 11 | PAM Control Tower | Table/Chart | NC | Cost of Transfer calculation modified as agreed in here |
| Oct 11 | Price-Volume Decomposition | Data Quality | ALL | Data Quality improvements to ensure alignment with the GBU (and 1CP) including: 1) CM Corrections applied 2) Improvements to the manual correction file --> To note we still need finance support to resolve the remaining issues in the source file |
| Oct 11 | All | Data Quality | CM | Group/Subgroup added |
| Oct 11 | All | Data Quality | TS | Forecast dimensions for GBU Zone 1, GBU Zone 2, and GBU Product Family are now sourced directly from Dynasys instead of a projection of historical data. This reduced the number of cases with missing data |
| Oct 17 | All | Dashboard Roll out | CM | Multiple features from the UAT version have been moved to the production version: - Access controls put in place separate from SPP as aligned with the GBU - Orderbook data integration (Horizon beyond M+3 with Aero fields) in My Data Report & Orderbook page |
| Oct 17 | My Data Report | Orderbook Dataset | NC | Bug fix on Activity Name |
| Oct 17 | My Data Report | Orderbook Dataset | ALL | 1) Additional dimensions added to the orderbook report: Company, company code, distribution channel, enterprise segment, incoterms 2, payment term, payment term group, region of shipping plant, ship-to KA, shipping plant. For a list of the available dimensions and the dimensions to be added see this link. 2) Bug fix on cases where duplicate lines were created |
| Oct 17 | My Data Report | NEW - Manufacturing Cost EXW Report | NC/ALL | New report created to mimic BOM functionality. Users with access to ICM data will be able to see data by cost type historically and forward looking which does not depend on volume invoiced or forecasted. This report today is only at material/product level. In the future we will bring fixed costs to this report as well as limited customer information |
| Oct 17 | All | Data Quality | ALL | Bug fix on Sold-to Group. Sold-to Group today was previously mapped not considering the source system. Therefore if SPP and another GBU used the the same sold-to code then there was the possibility to assign the wrong sold-to Group |
| Oct 17 | Price-Volume Decomposition | Data Quality | SP & CM | We will rollback the exclusion of certain products (non finished goods or not assigned) to ensure alignment with 1CP & GBUs |
| Oct 17 | ICare Pricing Campaign | Data Quality | SP | To calculate impact based on quoted price, we have calculated the committed & quoted price are in the same UoM |
| Oct 17 | Order Book Price Analysis & My Data Report | Data Quality | ALL | Bug fix on duplicate lines in orderbook data |
Sep 22, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Price-Volume Decomposition | Data Quality | All | Multiple changes were made in VPV page to improve data quality and align with Finance: - TS VPV key change - CM VPV key change - Adjustment of exception rules for ICM view |
| PAM Control Tower | Table | NC | Cost of transfer calculation corrected based on calculation aligned with GBU |
| Core Pricing Campaign | Campaign Status Chart | CORE | View by CPC Revenue added (see screenshot) |
| BOM | Variable Cost EXW Details tablke | All | Bug fix on display of plant code name |
| Access Control | - | CM (for UAT) | CM & SPP Accesses separated (although not separated in iCare) |
| My Data Report | Orderbook | CM (for UAT) | Composite Materials orderbook data incorporated in dashboard with orders beyond M+3 Aero Market & Aero Program dimensions added |
| Order Book Price Analysis | Orderbook | CM (for UAT) | Composite Materials orderbook data incorporated in the orderbook page |
| My Data Report | Sales Report | All | Changed default display to show totals |
| All | Data Quality | All | Bug fix on interface with manual correction file which was creating a gap between 1CP dashboard & Pricing Dashboard |
Aug 30, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | Communication | All | Building a sustainable solution by introducing a permanent message box on each page that we can populate from a static GSheet to highlight alerts |
| ICare Pricing Campaign | Data Quality | SpP | Data Quality improvements to the Icare campaign page such as: - elimination of duplication of CPCs - improvements to the calculation logic of impact based on quoted price |
| My Data Report | New Dimension | TS | Addition of the field Under Patent to the dashboard to replicate KPIs available in CRM analytics. |
| All | Data Quality | Novecare | To capture forecast prices of CPCs that are “opportunities” or new business which does not have any historic sales data, dynasys net price was added to the price logic of Novecare in an intermediate release on Aug 16 |
| All | Data Quality | Novecare & TS | In an intermediate release on Aug 16, for the GBUs NC & TS, instead of mapping sales rep from last orderline, now it is pulled from dynasys via the sales forecast query |
| All | Data Quality | SpP | Modification to the raw Material forecast calculation to captue missing raw material forecasts Old formula: Ref-RM (P&L) + Strat-RM (BOM) - Ref-Strat-RM (BOM) New formula: when Strat-RM (BOM) is null, then Ref-RM (P&L) OR Ref-RM (P&L) + Strat-RM (BOM) - Ref-Strat-RM (BOM) |
| All | Data Quality | All | A separate version of the dashboard was created for GBU testing of conso view after PO2 |
| Price-Volume Decomposition | Data Quality | TS | Gap analysis performed for TS VPV results against the controlling platform to identify modifications to be made |
| Price-Volume Decomposition | Data Quality | Novecare | Modifcation of the VPV key to better align with the one used by the controlling platform |
| Price-Volume Decomposition | Data Quality | Novecare | Modification of sample exception rule: On ICM bridge, if a product is sample, push both price & VC effect to volume |
| All | New Views and sources of data | CM | Composites use a different orderbook source to have orders for a year in advance. For this, a new source of orderbook was loaded to the backend to get info beyond 3 months |
Aug 9, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| Price Execution | Full Page | NC & TS | Full page is ready for rollout to broader user population. A few final corrections were made including: - Addition of Quote Owner to the detailed table - Bug fix on Account Manager in deviation breakdown charts - Renaming and reordering of detailed table to improve clarity |
| All | Data Quality | SPP | Data Quality improvements to better align with iCare & GBU Finance VPV results: - Market Cluster alignment with iCare - Region mapping to align with FIDB and iCare - Reprioritization of exception rules to first push samples to volume effect |
| My Data Report | Sales Report | All | New KPIs added for Month and Year individually in response to the H1 satisfaction survey. Now users are able to easily visualize year over year performance (see screenshot). The KPI "Month Year" is still available. |
| My Data Report | Sales Report | All (focus for CM) | New KPIs Created based on P&L source data and material master data conversion information (see screenshot) - UoM - Actual Volumes UoM - Actual Unit Price [Curr/UoM] - Actual Unit Price [DC/UoM] |
| Scatter Plot | Full Page | All (focus for CM) | The full Scatter Plot page can now be filtered based on the UoM (see screenshot). All pricing will be in Curr/UoM |
| Forward Costing | Table | NC | Columns reordered which requires less scrolling to view KPIs (Material Code, Ship-to Code, Sold- to Code, Sold-to Name, Shipping Plant Code, Shipping Plant, and Manufacturing Plant Code available at the far right of the table) |
| PAM Control Tower | Table | NC | Freight & Duties KPIs were combined together to limit number of columns. Historical freight data now available for the last 4 quarters (If we are in Q3 2023, historical data will be available from Q3 2022) |
| All | Data Quality | TS | Corrections made to the budget flat tile to improve data quality and match with historical data: - Sales which were previously in KEUR entered in EUR - Alignment on format of multiple fields (e.g. Sales Rep, Ship-to KA, Market, etc.) |
| All | BFR06 | All excl. SPP | BFR06 now available in the dashboard for 2023. To note: Data must be entered into the budget flat file managed by Finance to become visible in the dashboard. |
| All | New Dimensions | CM | Aero dimensions are now available in the dashboard for Composites GBU: - Aero Market - Aero Program - Aero Specification |
New Month and Year KPIs
Unit of Measure
Jul 12, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | FL ICM Data | NC | Live in the dashboard |
| My Data Report | My Data Report | All | ICM KPIs have been renamed with "actual" and "fcst" to accommodate FL ICM rollout (see below screenshot with details). To note: this change impacts ALL GBUs. All GBUs excluding NC do not have FL ICM and should use the "actual" KPIs to obtain the same output as before the change |
| All | Forecast Data Quality | NC | Previously we were using the CPC definition of ship-to x material x incoterm to perform two actions: 1) take the last order line dimensions and populate forecast dimensions 2) Collect a reference value for int. freight, duties, and royalties. Due to poor incoterm matching at NC this resulted in poor data quality. We have modified the script to take ship-to x material for reference costs and to populate the dimensions if incoterm is not available. To note: reference values and dimensions will still not be populated if there is no historical data |
| All | Forecast Data Quality | SP | Forecast data from Picaso was available at either ship-to OR sold-to level. We consider a CPC as sold-to x product. In the cases where only ship-to was populated we were not populating other dimensions (e.. sales rep) for the forecast data. If we don't have sold-to we now take the ship-to x product last order line to populate the other dimensions. To note: dimensions will still not be populated if there is no historical data |
| All | Forecast Data Quality | NC,TS, SP | GBU Zone H1 & GBU Zone H2 available for forecast |
| Price Execution | Full Page | NC, TS | Full page has been developed and will be ready for UAT in the coming week (kick off July 12 for TS and July 18 NC) |
| All | Data Quality | SP | Market Cluster assignment has been cleaned up to align better with FIDB. To note a few remaining outlier cases ermain which are linked to assignment as both an internal and external customer. |
| Sales & Pricing Review | Historical & Forecast Evolution | All | Budget & BFR06 (if available) added to the volume view |
| All | Budget data | SP | Bug fix on restriction with confidential devpools. Budget data should now be consistent with iCare |
| Forward Costing | Table | NC | Color coding added to Margin Leakage to make impact more clear to users |
| Forward Costing | Table | NC | Bug fix on LB conversion button which was not working |
| BOM | Variable Costs EXW Overview - BOM Overview Chart | NC | P&L vs. BOM costs & Int Log and duties costs added to chart. To note: if positive and negative values, the chart will display a positive and negative total. |
| My Data Report | My Data Report | All | Bug fix on K EUR button which was not working |
| Price-Volume Decomposition | Data Quality | SP | To better align with GBU finance we have excluded a product "Royalties on Sales" from the VPV ICM calculation |
Jun 21, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| FL ICM SCo Design Version | All | NC | FL ICM ready for UAT (see email communication "Pricing Dashboard - UAT FL ICM & Plant Codes Po2") |
| FL ICM SCo Design Version | All | NC | Plant Code Mapping change for Po2 ready for UAT (see email communication "Pricing Dashboard - UAT FL ICM & Plant Codes Po2") |
| All | All | NC & TS | Improvement on Price forecast logic. If no price found at granularity of ship-to x material x incoterm then price logic repeated at ship-to x material granularity. To note :primary impact at NC where forecast incoterm data was poor quality. Minimal to no impact at TS as Dynasys had matching incoterm values. |
| My Data Report | Sales Report | TS & NC | New fields added to the dashboard "Unconstrained Volume Fcst [Est Act]" and "Unconstrained Sales Fcst [Est Act]" which act as a secondary forecast value. Quantity is sourced from the below queries: TS: BW_QRY_MVDYN11_0001 -Sales team forecast ETD(KG) NC: BW_QRY_CPDYN11_0001 - Budget (VKG) Sales = Quantity * Price using existing price forecast logic To note: Data not yet populated in 2024 for NC in this field |
| All | All | SP, NC & TS | Forecast expanded to M+18 for all GBUs. To note: data quality in = data quality out. We see especially poor forecast for SP beyond H2 2024. |
| My Data Report | Sales Report | AP | Bug fixed on Price Change Reason field for historical data from P&L |
| My Data Report | Sales Report | TS | Dimension "Product Birth" now available for forecast data |
| My Data Report | Sales Report | All | Dimension "Product Line 2" added to My Data Report |
| My Data Report | Orderbook Report | All | Bug fix on EUR to USD conversion |
| Sales & Pricing Review | Cost & Margin Evolution Chart | All | Bug fix - Manual corrections from the file managed by the controlling platform were filtered out of this chart. This has now been corrected |
May 31, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| My Data Report | Sales by Sales Order Report | All | At Novecare we observed that freight & duties values may be misleading for a CPC because costs are accrued over multiple months and in cases charged to different manufacturign sites (e.g. Princeton). In a new report we have created a view with all costs consolidated by order line item. The key difference is that all costs are linked to the month in which the sales took place (volume > 0). |
| All | Time Selection | All | The year button and filter has been added to the time selection ptions |
| All | Time Selection | All | New quick select buttons have been added (see screenshot below) |
| My Data Report | Sales Report | All | Distribution Channel has been added as a dimension. |
May 11, 2023
| Dashboard Page | Table/Chart | GBU | Change moved to Production |
| All | All | TS | FL Revenue ready for roll out with Activity dimension sourced directly from Dynasys for forecast data |
| Price-Volume Decomposition | Data Quality | SPP | Internal logistics costs are now included in ICM view calculations --> Data aligned with 1CP |
| Forward Costing | Table | NC | Freight cost in table even when volume forecast = 0 so users will have an accuract ICM calculation. Table cleaned up so CPCs not displayed when future volume = 0 |
| PAM Control Tower | Table | NC | Bug fix - Document Currency removed to eliminate issue with missing freight cost |
| My Data Report | Sales Report | NC, SPP & TS | Name changes for forward looking KPIs: Sales → Fcst Sales (Est Act) Volume → Fcst Volume (Est Act) Unit Price → Fcst Unit Price (Est Act) Default view in My Data Report set to Actual Sales, Actual Volume & Actual Unit Price |
| My Data Report | Orderbook Report | All | Ship-to Country & Actiivty dimensions added |
| My Data Report | Campaign Report | NC & SPP | Bug fix - In Pivot view, all totals for unit price/cost dimensions are now calculated as a weighted average instead of a sum |
| My Data Report | Campaign Report | NC | Bug fix - Conversion from EUR/KG to USD/LB fixed "Estimated Pricing Power" renamed as "Recommended Pricing Power" |
| My Data Report | Campaign Report | SPP | Last Invoice Price calculation for CPC Exceptions applied for PVDC |
Apr 7, 2023
| Dashboard Page | Table/ Chart | GBU | Change Moved to Production |
|---|---|---|---|
| My Data Report | Sales Report dataset | All | New Measures added under section "Budget Comparison"" - Volume vs BFR06 - Volume vs BFR06 (%) - Volume vs. Budget - Volume vs Budget (%) |
| My Data Report | Sales Report dataset | All | New Dimensions added: - GBU Zone H1 - GBU Zone H2 |
| My Data Report | Margin Waterfall Report | All | Dimensions added to this report: - Quarter - Volume - GBU Region - Sold-to Group |
| My Data Report | Currency Exchange Rate | All | FX Rates used in the dashboard are now available in a new report in My Data Report. Included are the monthly average FX rates used in the dashboard for conversion to EUR & USD |
| Pricing Dashboard 2018 to 2022 | Sales & Pricing Review ScatterPlot My Data Report | At the request of users to have more historical data available to them (e.g. 2019 as last "normal" pre-covid year) we have created a simpler version of the dashboard with data from 2018-2022. This version was frozen on March 29th. See link here. The frozen dashboard can also be accessed through the Qliksense hub as shown in the screenshot below. To note: We will not make any changes/bug fixes to this dashboard unless major impact on data quality. | |
| All | Budget | All excl. SPP | 2023 Budget has been loaded in the dashboard sourced from the flat files managed by Finance. To note: but fixes ongoing related to dimension values (e.g. sales rep) which are not aligned with COPA queries |
| All | Internal Sales | All | Internal Sales added to the dashboard (sourced from COPA3 query). A new button has been added to the dashboard which you can select to include or exclude internal sales from the data. To note: this is not yet applicable to forecast data. Business rule to be defined for identifying internal vs. external forecasts |
| Price-Volume Decomposition | Top 10 & Bottom 10 Pareto Charts | All | Full page layout adjusted. Top 10 & Bottom 10 Pareto charts added below Waterfall chart to allow for better visibility of bar labels for all screen sizes |
| All | FL Revenue | SPP | Bug fix on volume duplicated when misisng manufacturing plant data. Ready for release on April 12th to users with Tim to issue communication |
| SPP Forward Costing | Full page | SPP | Full page moved to prod with access removed (only users with Manual Access will see this page). Ready to kick off GBU UAT |
| ICare Pricing Campaign | Campaign Status Overview table | SPP | "Execution Gap on Invoice" KPI calculation changed. Execution gap = Last invoiced price - committed price where the last price is now taken from a validity period that is relevant for the CPC status. Closed-Sales Started -> Last price (taken from realized sales) between validity dates of the quote Quote Expired -> Last invoiced price = AVG (Unit Price) of Month of “end date” of the quote For CPC which doesn't have a last price inside the quote validity period take the last invoice price available for that CPC even if it is outside of quote validity dates |
| ICare Pricing Campaign | Campaign Status Overview table | SPP | Average Price Increase % calculation changed to only include reviewed CPCs |
| My Data Report | Campaign Report dataset | SPP | |
| My Data Report | Campaign Report dataset | SPP | Bug fixed on pivot taple: unit prices now aggregated as weighted average instead of a sum |
| My Data Report | Campaign Report dataset | SPP & NC | Full renaming/relabelling of Dimensions & Measures to improve clarity (see details here on changes). Some renaming was also done on the Campaign pages to align with nomenclature |
| Forward Costing | Offset Costs & Retain Margin % table | NC | Bug fixed on forecast VC EXW which was not aligning with BOM data |
Currency Exchange Rate:
Pricing Dashboard 2018 to 2022 (Frozen version):
Internal Sales:
Mar 22, 2023
| Dashboard Page | Table/ Chart | GBU | Change Moved to Production |
|---|---|---|---|
| FL Revenue | S&P Review, Scatterplot, My Data Report | NC | Forecast Volume, Price, and Sales is available globally in the dashboard in the dashboard. Trainings to come soon! A global communication has been issued to all users as even those without forecast available yet have been minimally impacted. For reference, see linked the supporting documentation. The Dashboard wiki has been updated as well on all pages to provide information about the forecast view. |
| FL Revenue | S&P Review, Scatterplot, My Data Report | SPP | GBU UAT ongoing- Bug fix still required on volume duplication related to manufacturing plant |
| FL Revenue | S&P Review, Scatterplot, My Data Report | TS | Ready for GBU UAT - More information on UAT to be provided on March 23rd. Bug fix required on some price forecast from Dynasys in the back end. Bug related to specific currencies - will try to push the fix to production tomorrow. Investigating X CPCs which have |
| My Data Report | Orderbook Report | All | We have created a separate orderbook report which contains ONLY ORDERBOOK DATA (see screenshot below). We have removed the orderbook dimensions from the Sales Report so that we do not have any bugs related to the Date. Although we were originally planning to join historical and orderbook data, this was too complex to manage in this short of a time period. We will address this in Q3 when we have development focused on orderbook. If users want to compare historical data from the P&L and the Orderbook they will need to make two extracts. |
| My Data Report | - | SPP | Investor Market Cluster & BDM added as dimensions in My Data Report |
| Price-Volume Decomposition | Detail table | SPP | Investor Market Cluster dimension added |
| Data Quality | Budget | All excl. SPP | 2023 budget introduced in the dashboard. Data is sourced from flat files from the 1CP Finance team. To note: we are working on restoring the 2022 budget for reference |
| Data Quality | FL Revenue | NC, SPP, TS | Bugs resolved related to the new FL KPIs (for production & GBU UAT) 1. Dimensions linked to the Forecast: Sales Rep, Group Customer Segment, GBU Customer Segment, Activity, Market, Ship-to KA, Product Brand Name, GBU Segment info 4, Application, Sold-to Group, GBU Product Family, Product Hierarchy, Enterprise Segment, Final Customer, Final Consignee Group, End Use) 2. NC only - Duplication of volume on Feb 2023 resolved 3. Clean up of FL Costs & FL ICM for current month M - objective is to not confuse users while we are waiting on role out of the other FL KPIs |
| ICare Pricing Campaign | All | SPP | Last invoice price is now retrieved inside the quote validity period which is more accurate for calculating the execution gap on the invoice. |
| My Data Report | - | TS Focus but for all | New KPI ICM % EXW added to My Data Report. ICM % EXW = ICM/(Net Sales - Royalties paid - Freight - Duties). Data is sourced from the P&L based on the P&L elements for these categories linked here. |
| Price-Volume Decomposition | Data Quality | Aroma | The dimension Product Hierarchy has been added to the VPV key to ensure alignment with 1CP |
Orderbook Report:
Mar 1, 2023
| Dashboard Page | Table/ Chart | GBU | Change Moved to Production |
|---|---|---|---|
| Price-Volume Decomposition | All | All | Manual Corrections from the file managed by 1CP file are now included in the dashboard. You can detect if a change has been made from a manual correction by the name of the P&L Element (see screenshot below) |
| Data Quality | All | SPP | Market Cluster bug fix has been implemented. To note: there is still some clean up required in iCare for full accuracy |
| Data Quality | VPV Page | NC | In the VPV key, the Corporate Region has been changed to the GBU region to align with 1CP |
| Data Quality | VPV Page | SPP | Business Line added to the VPV key of SPP to align with 1CP |
| Data Quality | VPV Page | SPP | Rule adjustment on Final Customer Definition. If the Final Consignee Group is decision various or X then the sold-to group is used.. To note: the sold-to group may also be decision various. |
| ICare Pricing Campaign | Details by CPC Table | SPP | Sales Rep dimension added |
| ICare Pricing Campaign | Details by CPC Table | SPP | Bug fixed on the quoted price. Quoted Price is now available in EUR/Uom, and DC/UoM |
| My Data Report | Campaign Report | SPP | Bug fixed on the quoted price. Quoted Price is now available as the dimension "Quoted Price (SP)" in EUR/UoM in the Campaign Report of My Data Report |
| BOM | Filters | All | Clean up of the manufacturing plants that can be selected for a specific material in the filter drop down. |
| PAM Control Tower | PAM CT Table | NC | Bug fix on volume forecast. For CPCs with multiple manuf plant, Volume was being duplicated and now volume forecast is assigned to the correct manufacturing plant |
Manual Corrections:
Feb 8, 2023
| Dashboard Page | Table/ Chart | GBU | Change Moved to Production |
|---|---|---|---|
| Data Quality | P&L Data (COPA3) VC Data (COPA6) | All | Bug fixes related to fiilters excluding some data from 2023. |
| Forward Costing | Margin Squeeze | NC | Page is ready for roll out to users - Access expanded Feb 8. Training with PAM planned Feb 9 & users the weeks of Feb 13 & 20 Table totals cleaned up Columns reordered Column colors cleaned up |
| BOM | Full Page | NC | Access expanded Feb 8 |
| Data Quality | Sales Rep Dimension | SPP | Bug fix on Sales Rep name |
| PAM Control Tower | PAM CT Table | NC | Removed Document Currency column to correct issue on unit Freight & Duties cost ** To note Last Order Price in DC/KG was also removed and will be restored tomorrow |
Dec 8, 2022
| Dashboard Page | Table/ Chart | GBU | Change Moved to Production |
|---|---|---|---|
| Sales & Pricing Review | Cost Evolution - Raw Material Detail View | Novecare | Bug fix: If no costs in the month, no unit cost will be displayed for the top raw materials. To note, there may be differences between the BOM page and raw material details page for other cost types as Raw Material costs are sourced from manufacturing query (COPA6) as this is the only query with granularity at raw material level. While the other cost types are sourced from P&L query (COPA3). Further improvements (e.g. total at top of columns,display all data when hovering) to be implemented in 2023. |
| Price-Volume Decomposition | Data Quality | All | Rule implemented so CPCs with not assigned for all dimensions will be pushed to volume |
| Core Pricing Campaign | Data Quality | Novecare | Bug fix: Misalignment between iCare and Pricing Dashboard for Business Unit & Region corrected |
| BOM | Overview of Manufacturing VC EXW Variable Costs EXW Overview per Month | Novecare | For confidential plants/materials there is now the ability to see the costs by cost type only on the chart and table. BOM details (e.g. raw material names) are still not visible to any dashboard users. See screenshot below. |
| Scatter Plot | Scatter Plot - Data Quality | All Bug from Specialty Polymers | Bug fix: The CPC key used for the scatterplot was changed from "Sold-to Name" to "Sold-to Code" to correct the bug when there are multiple Sold-to Codes with the same Sold-to Name. This bug impacted the last invoice price as the average for all Sold-to Codes was taken. |
| PAM Control Tower | Table | Novecare | SAP Active Price has been corrected and tested. Business rule is to display SAP Price condition for M+1, if not available display SAP price condition for M, if not available display 0 "Price by Volume Bracket" Column added |
| My Data Report | Sales Rep Data Quality | Specialty Polymers | Fix for issue with different Sales Rep names for budget and actuals. The Sales Rep name is now consolidated based on the Sales Rep email. Users will see both budget data and actual data displayed under the Sales Rep Name that is consistent with the ICare user mapping table. |
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