Transaction Data Analysis
This dashboard helps you view and maintain the transactions related to the parts that are sold.
• You can view the actual sales/profit for a price transaction to help you make important pricing decisions and customer contracts.
• You can analyze the pricing transactional data via price waterfall to identify the following:
◦ The amount of real revenue that is gained from every transaction.
◦ The margin leakage by identifying areas where pricing is ineffective.
• You can consider off-invoice costs in pocket price/margin.
Use this dashboard to answer business questions such as:
• How can different discounts affect the margin?
• How is the pocket price changing over time?
• How much is the actual and realized net revenue/profit?
• Which is the top dealer by spend and volume?
The widgets on the Transaction Data Analysis dashboard are separated into the following widgets.
The following widgets on this dashboard contain hyperlinks to pages in Servigistics:
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Widget
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Description
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Price Discount Waterfall
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This widget displays the Price Discount Waterfall which helps to identify the impact of discounts on Margin.
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Top Dealers/Customer Groups By Discount%
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This widget displays the Top Dealers/Customers in terms of discount percentage.
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Pocket Margin Trend
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This widget displays the pattern or directional changes in the ratio of Total Sales Profit to Total Sales Revenue over a specified period. It indicates how effectively a business is converting the sales revenue into retained profit after accounting for all costs, discounts, and rebates.
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Total Sales Revenue and Sales Profit Trend
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This widget displays the trend chart for Total Sales Revenue and Total Sales Profit. It is a graphical representation that tracks and displays the changes in sales revenue and sales profit over a specific time period.
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Top Dealer/Customer Groups By Spend
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This widget displays the top dealers on the basis of spend.
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Top Dealer/Customer Groups by Sales Quantity
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This widget displays the top dealers on the basis of Sales Quantity.
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Top Dealer/Customer Groups by Pocket Margin
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This widget displays the top dealers on the basis of Pocket Margin.
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Transaction Details
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This widget displays all the related information about the price transaction data on the dashboard.
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