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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