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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 :

Direct Sales : when SoldTo Group = Corporate Group code
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.

Ask for your access using the Access form

See the list of approvers in the Access Management section at the bottom of the page

Financial	Customer Experience & Interaction	Opportunities	Segmentation	Service Levels
Revenue Volume ICM Orderbook Forecast Budget Opportunities Payment Terms Overdues DSO / Best DSO	OTIF NPS Complaints Contact Relationship Matrix and Interactions	Weighted / Unweighted expected revenue # of opportunities Weighed revenue at stake Top opportunities Details of opportunities + links to SFDC	Split of sales by GBU segment Split of sales by Corporate segment Segment evolution between 2 periods	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 OTIF	Complaints	Opportunities	Service Levels
Customer (direct indicators) = Corporate Sold-To Group Customer (indirect indicators) = Ship-To KA (excl. what is counted as direct based on Corp. Sold-To Group For overdues , 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 Quarter Month Year	Year Quarter Month Year	Opport. Close date Opport. Forecast Y Opport. Target First Delivery date	Month Year
GBU Grp of Act. 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 ShipTo ShipTo KA Region (shipTo) Country (shipTo) Group Segment GBU Segment Only Overdues : 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 Data source 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

SBS Decision & Piloting Solutions > Customer 360° dashboard > timeline2.png

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
Opportunities	No limit. The forecast years depends on each opportunity (from -∞ to +∞).
Segmentation	Based on the sales : from Y-4 to Y (YTD). Warning : segmentation dimension is not updated before 2019. It becomes accurate starting 2019.
Service Levels	Based on the sales : from Y-4 to Y (YTD). Warning : the service level data starts in 2020 only.

Currencies, units and exchange rate

Financial	Customer Experience & Interaction	Opportunities	Segmentation	Service Levels
EUR USD	N/A (No revenue)	EUR USD	EUR USD	Fees in k€
CAR3 (past) CAR4 (future)	N/A (No revenue)	TBC	CAR3 (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

Financial	Customer Experience & Interaction	Opportunities	Segmentation	Service 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

Further Improvements:

WO0000000632900

We have pulled 5 years of historical data for following GBUs and went to production on DEC 19th 2024.

CH = Special Chem, SI = Silica, SD = Soda Ash, CT= Coatis, PE = Peroxides

WO0000000739810

Added "sales office" dimension in the filter. This went live on Dec 19th 2024.

Field added in below Application:

Query: $(VS_QLIK_ENV)_QVSBS_BW_QRY_MVCOPA01_0004

Application: Extractor: QVSBS_BW_QRY_MVCOPA01_0004_1_COMMON

Application: QVSBS_BW_QRY_MVCOPA01_0004_2_C360

Application: Customer 360 Dashboard - SLV

SBS Decision & Piloting Solutions > Customer 360° dashboard > image-2024-12-16_16-16-29.png