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Dashboards

Sales Analytics

The look and feel of the dashboard(s) will have to be iterated.

Requirements:

  • Dimensions and filters:

    • Customer, Channel, Subchannel, Chain, Customer Entity
    • Article
    • Brand
    • Main Category, Sub Category
    • Model
    • Supplier

  • Axis:

    • x: Evolution over time
    • y: select
      • quantity
      • sales (eur)
      • margin

  • Data

    • Include historic data
    • Filter for date range (including calendar weeks)

  • Features:

    • Export to Excel for further analysis

Price Lists

NOTE:

  • cf Video 16. Feb 2023, 25:00
  • cf Price list data\Prijslijst 2023 - Babykid Q2 NIET VERSTUREN.xlsx

A pricelist contains two parts:

  1. details shared with the customer
    pricelist.png
    - E: recommended sales price
    - G: discount group

    • I: rebate on invoice price
    • J: price on invoice
    • L-P = Q: rebate "en arrière": these are currently not managed in BC, but they should

  2. Kristof's calculations, which are private. They are used to simulate/play with the margins for next year, or for the next price raise.
    pricelist-private-calc.png
    - here, the only thing missing is the quantities orderded by the client

We need two artefacts:

  1. a report to be sent to the client -> ideally from Power BI, with the following parameters/filters:
  2. customer discount group
  3. price list group

  4. options:

    1. all articles bought
    2. all articles available to them

  5. a facility to export the data into Excel, so Kristof can simulate prices

Data needed:

  • customers

    • meta data
    • discount group

  • sales data

    • quantities per SKU

  • price lists (discount groups)

  • rebates en arrière

Substitution Analysis

substitution-analysis.png

  1. Select channel on all 4 levels, i.e.
  2. main channel
  3. subchannel
  4. chain

  5. customer entity

  6. Select article substitution group by selecting most recent article

  7. select date range by select start date and end date. Default for end date is today.

  8. Once article is selected, all substitution articles are displayed in the legend

  9. analyse by different date buckets (year, quarter, month, week)

  10. analyse when one product is phased out (SAF 430-01) and replaced by another (SAF 430-10)

  11. display analysis for quantity (units sold), sales (euro amount) and margin (euro net margin generated)

Recap Report

Purchase invoice lines / sales order invoice lines

QUESTION: do we have a recap report for Recupel & Bebat (BE Batteries)
Cf. 16:25