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Link to the dashboard

Onboarding video

Starting guide




General Description

The Opportunities dashboard has been engineered in Qlik Sense that offers business intelligence over opportunities to enable actionable insights. 

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  • Executive Leadership Team
  • LT teams from GBUs
  • Executive Key Account Managers (eKAM)
  • Other Sales GBU teams
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FinancialCustomer Experience & InteractionOpportunitiesSegmentationService 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 (star)

OTIF (green star)

ComplaintsOpportunitiesService Levels
  • Customer (direct indicators) = Corporate Sold-To Group(green star)
  • Customer (indirect indicators) = Ship-To KA (excl. what is counted as direct based on Corp. Sold-To Group
  • For overdues (star), 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 (star)(green star)
  • Quarter (star)(green star)
  • Month Year (star)(green star)
  • Year 
  • Quarter 
  • Month Year
  • Opport. Close date
  • Opport. Forecast Y
  • Opport. Target First Delivery date
  • Month Year
  • GBU (star)(green star)
  • Grp of Act. (star)(green star)
  • 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(green star)
  • ShipTo(green star)
  • ShipTo KA
  • Region (shipTo)
  • Country (shipTo)
  • Group Segment
  • GBU Segment
  • Only Overdues : (star) 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(green star)
  • Data source(green star)
  • 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

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

OpportunitiesNo limit. The forecast years depends on each opportunity (from -∞ to +∞).
SegmentationBased on the sales : from Y-4 to Y (YTD). Warning : segmentation dimension is not updated before 2019. It becomes accurate starting 2019.
Service LevelsBased on the sales : from Y-4 to Y (YTD). Warning : the service level data starts in 2020 only.

Currencies, units and exchange rate

FinancialCustomer Experience & InteractionOpportunitiesSegmentationService Levels
  • EUR
  • USD

N/A (No revenue)

  • EUR
  • USD
  • EUR
  • USD

Fees in k€

CAR3 (past)
CAR4 (future)

N/A (No revenue)TBCCAR3 (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

FinancialCustomer Experience & InteractionOpportunitiesSegmentationService 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