Sales Manager - Margin dashboard

The Sales Manager - Margin dashboard analyzes the sales margin for products and customers. A breakdown of invoiced amounts helps illustrate margin erosion and how discounts, commissions, and other operating costs eat into the company's profit and margin.

Reports and KPIs

The dashboard contains these reports:

Pct of Total by Product
Sales Margin by Period
Pct of Total by Customer
Invcd Amt Breakdown of Top Gross Profit 2
Top Sales Margin

The dashboard also has these KPIs:

Invcd Net Amt
Gross Margin 1 Pct
COGS Standard
Gross Profit 1

These KPIs use the Invoice Date as the date basis for analysis and the Sum aggregation. Amounts are expressed in the company currency.

Currency information is also displayed on the dashboard.

Filters

These standard filters are available:

Facility
Warehouse (Config. 1)
Time (Config. 2)
Sales Organization
Customer
Customer Geography
Payer
Sales Order Type
Promotion
Item (Config. 1)
Pct of Total – Measure
Show N Records

These KPIs use the Invoice Date as the date basis for analysis and the Sum aggregation. The Time filter is a mandatory filter. You can use the mandatory filter Pct of Total – Measure to switch the measure used in Pct of Total by Product and Pct of Total by Customer reports.

The filter Show N Records is a mandatory filter that is applied to these reports: Pct of Total by Product, Pct of Total by Customer, Invcd Amt Breakdown of Top Gross Profit 2, and Top Sales Margin.

Drill across

Drilling from a report to another dashboard is enabled in this dashboard:

From Pct of Total by Product report, you can drill across to the Product Profitability Analysis dashboard.
From Pct of Total by Customer, you can drill across to the Customer Profitability Analysis dashboard.