Customer Scorecard
Use the customer scorecard dashboard to view customer performance by combining commercial, service, and operational indicators into a single scorecard. You can use this dashboard to track key measures and identify accounts that need attention.
You can use the customer KPIs in the scorecard to identify top customers, accounts at risk, recurring service issues, and operational bottlenecks to focus on the customers that require immediate action and follow-up.
The customer scorecard dashboard consists of these KPIs:
- Net Sales
- Cost
- On-time delivery
- Delivered within 5 days
- Number of Orders
- Net Margin
These are the filters in this dashboard:
- Entity
- Site
- Warehouse
- Year
- Year/Month
- Customer
- Customer Order
- Customer Order Type
- Customer Order Status
- Customer Order Line Status
This dashboard uses these widgets to view the required data:
- Customer Scorecard Report
- Sales Trend
- YTD Sales By Product Category
- Sales Margin By Customer
- YTD vs LYTD Sales
- Sales By Customer Scatter
- Customers Not Ordering in Last X Months
- Average Order Processing Time
- Orders Pending Credit Hold