Customer Profitability Analysis dashboard
The Customer Profitability Analysis dashboard enables analysis of customer’s profitability for a certain year/month and year-to-date. An arrow indicator is available in the KPI for comparison against previous year of these metrics: Invcd Net Amt, Total Disc Amt, Gross Profit 1, and Gross Margin 1 Pct.
Report and KPIs
The dashboard contains the Customer Profitability Analysis report and these KPIs:
- YTD Gross Margin 1 Pct
- YTD Invcd Net Amt
- YTD Total Disc Amt
- YTD Gross Profit 1
- LYTD Gross Margin 1 Pct
- LYTD Invcd Net Amt
- LYTD Total Disc Amt
- LYTD Gross Profit 1
These KPIs use the Invoice Date as date basis for analysis and the Sum aggregation. Amounts are expressed in the company currency.
Year/Month and currency information are displayed on the banner.
Filters
These standard filters are available:
- Facility
- Warehouse (Config. 1)
- Year/Month
- Sales Organization
- Customer (Config. 1)
- Customer Geography
- Payer
- Sales Order Type
- Promotion
- Item (Config. 1)
Year/Month filter is a required filter that is defaulted to current year/month. This filter shows up to current year/month +6.