GBU Sales & Marketing / Finance
Miriam Luttrin

General Description

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 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:
  • EUR, USD,
  • Local Currency & Document Currency
  • Conversion rate : Qlikview extracts all P&L data in local currency and applies the Exchange Rate-C from BW.
    This is a YTD Monthly rate. See calculation example here.
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:

 

Useful links on General Information and Sources:
 SummaryOrderbookSales PerformanceOverdues and DSOOpportunitiesQualitySPMSolvay ReportMy Page

KPIs

  • Orderbook
  • Sales Flash
  • Top 5 products
  • Aged overdues
  • Top 5 opportunities pending
  • Top 5 opportunities closed
  • Highlights
  • Report
  • Highlights
  • Analysis
  • Commercial Roadmap
  • Report
  • Currency Report
  • Current
  • Historical
  • Business Analysis
  • Pipeline Efficiency
  • Pipeline Monitor
  • Report
  • Complaints
  • Customer Requests
  • Samples
  • Overview
  • Customer Market View
  • SPM Report
Solvay Report
My Page

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  • Sales
  • Marketing
  • Controlling
  • Supply Chain
  • Quality

All the accesses must be validated by:

GBU CRM Champions

or

Immediate Supervisor for Novecare GBU.

Margin data MUST be validated by CRM Champions/Finance Directors

Click here for the Access form to get access to Analytics.

Access Rights and Dashboard Entry Points - Click here for descriptions.