Oracle Analytics Cloud Service technology provides graphical dashboards displaying actual versus simulated cost of goods sold (COGS) and gross margins originating from variations in costs. These dashboards enable you to visualize and quickly analyze costs occurring across the supply chain. When cost changes occur, you can investigate deviations, and then take corrective action. You can view detail panes on the dashboards to examine actual and simulated data on:
Cost of goods sold and gross margins on shipped, unshipped orders, and planned orders
Sales orders shipped
Planned orders
Top items sold, planned, and shipped
Orders by product and customer
Hierarchy by product and customer
You can display data in either a graph or table view, and export data to PDF, Microsoft Excel, and other documents.
There are two Oracle Analytics Cloud Service dashboards to analyze cost of goods sold and gross profit data. Both dashboards show the actual compared to simulated costs created in the Cost Impact Simulator:
Gross Profit Analysis: This dashboard can be accessed directly from the Cloud Service menu. This dashboard shows the impact of profitability in three areas: Overview, Product, and Customer.
Impact on Gross Profit: You can navigate from the Cost Impact Simulator to analyze the downstream impacts of changes to costs, and also from the Cloud Service menu. This dashboard shows the cost impacts of previous simulations.
The currency code shown in the Gross Profit Analysis detail reports is the primary currency of the general ledger shown in the report.
For internal drop shipment sales orders—the Gross Profit Analyzer dashboard and detail reports for the shipped order section displays data for the shipping, selling, and intermediate operating unit. The customer details in the dashboard and detail reports for the shipping and intermediate operating units is shown as the external customer creating the sales order in the selling operating unit.
Note: When launching the Oracle Analytics Cloud Service pages from the Cost Impact Simulator, a user needs to be set up for both the Cost Simulator and the Profit Analyzer roles. See: Application Roles.
Related Topics
Generating Data for Profit Analysis
Viewing an Overview of Gross Profits
Viewing Gross Profit Customers
Viewing Impacts on Gross Profit
Several programs are used to collect cost information and generate data to display on Profit Analysis dashboards:
Create Product Category Hierarchy: Creates the setup data used for Gross Profit Analysis dashboard. It considers the item category flexfields as defined in the on premise version of In-Memory Cost Management, and creates the hierarchy for the categories.
Create Territory Hierarchy: Creates the setup data to be used for the Gross Profit Analysis dashboard. It considers the territory flexfield as defined in the on premise version of In-Memory Cost Management, and creates the hierarchy for the territory.
Create Time Dimension: Creates the setup data for the Gross Profit Analysis dashboard. It uses general ledger periods and creates the time dimension required for reporting in Profit Analysis.
Incremental Margin Load: Several of the margin load programs are used to collect the data for actual costs; and incrementally load data from Accounts Receivables, Accounts Payables, Inventory, Order Management, and Cost Management.
Simulation Margin Load: Uses the actual cost information to create the simulated comparison data.
Related Topics
The Profit Analysis dashboards open defaulting to:
Gross Profit Analysis defaults to cost type ACTUAL.
Impact on Gross Profit, defaults to a cost type you have access.
You can change the cost type to other types have access to, along with other parameters during your analysis.
Note: The cost type ACTUAL is a seeded cost type for profit analysis which has the actual values only. The values in ACTUAL are used to create the simulated values. The dashboard also enables you to select the cost type ACTUAL to look at the actual values.
To select search criteria in the Profit Analyzer dashboards
Navigate to the Gross Profit Analysis or Impact on Gross Profit dashboards.
Select values in the Search panel to change the information appearing on the dashboard. You can select multiple search parameters for each value. Choices are:
Simulation/Plan Type
Organization Ledger
Fiscal Year (displays only on Gross Profit Analysis dashboard)
Fiscal Quarter (displays only on Gross Profit Analysis dashboard)
Period
Product
Sales Organization
Sales Channel
Sales Representative
Customer
Select Apply to reformat the information and change the values appearing in the panels.
Data does not display if the specified criteria does not have information for the selected value combination.
The Overview region of the Gross Profit Analyzer has six panels displaying actual data compared to simulated data. These panels include:
Profitability Summary of Margins and COGS for Sales Forecasts, Shipped Orders, and Unshipped Orders
Gross Margin by Period
Gross Margin by Sales Organization
Gross Margin by Sales Representative
Cost of Goods Sold for Planned Orders by Period
Gross Margin for Planned Orders by Period
All panels enable you to:
Refresh, print, export, or copy the data shown in a specific panel
View data in either graph or table view
Display both actual versus simulated data for the cost type selected
Some of the panels also enable you to navigate to reports showing more detail on the values appearing on the graphs and tables.
To view an overview of gross profits
Navigate to the Gross Profit Analysis page, and select the Overview tabbed region.
You can select values in the Search panel to change variations and reformat the data appearing, see: Selecting Search Criteria
The Profitability Summary panel is a table view of orders in relationship to margin and COGS for the cost type selected. For sales forecasts, shipped, and unshipped orders you can view:
Sales Revenue
COGS and Gross Margin (both actual and simulated)
Percentage of Change for COGS and Gross Margin
The variation of changes appear in both a numerical and color-coded display.
The Gross Margin by Period panel shows the amount per period of your organization's gross margin for the selected Fiscal Period.
Use the drop-down box to change the display between graph or table view, and back again.
Both views list the actual and simulated values for the fiscal periods, and other values used in your search criteria.
Select a particular period in the table to view daily variations of the month for the actual and simulated gross margins.
The following panels show an overview of profitability by sales organization and sales representative, view the following panels:
The Gross Margin by Sales Organization panel shows the amount of sales for each organization selected in the search criteria.
The Gross Margin by Sales Representative panel shows the amount of sales earned by representatives selected in the search criteria.
Select the drop-down menu to display the data between a table or graph view, and back again.
To filter results for top grossing organizations and representatives, change the value in the Top box. Select Apply to see the results.
In the table view for the Gross Margin by Sales Organization panel, you can view individual organizations.
To see an overview of profitability for planned orders by period, view the following panels.
These panels show the profitability of suggested order quantities for orders created by your planning and scheduling system:
The Cost of Goods Sold for Planned Orders by Period panel shows the COGS amount for orders planned per fiscal period selected in your search criteria.
The Gross Margin for Planned Orders by Period panel shows the gross margin for the orders planned for the fiscal periods selected in your search criteria.
On the Cost of Goods Sold for Planned Orders by Period and the Gross Margin for Planned Orders by Period panels, you can navigate to detail reports by left-clicking your mouse in the following areas:
On the line in the graph view
Values in the Actual or Simulated columns in the table view
Note: Use mouse left-click to access the reports; mouse right-click displays Oracle Analytics Cloud Service report settings and not the In-Memory Cost Management Cloud Service detail reports.
When you choose the appropriate method for the panel display, the following link appears: Navigate to Detailed Gross Profit Analysis.
Select the link, and the Detailed Gross Profit Analysis report appears.
The Product tabbed region of the Gross Profit Analyzer contains six panels showing the profitability of your organization's products including:
Cost of Goods Sold
Gross Margin
Cost of Goods Sold for Unshipped Orders
Gross Margin for Unshipped Orders
Cost of Goods Sold for Planned Orders
Gross Margin for Planned Orders
All panels enable you to:
Refresh, print, export, or copy the data shown in a specific panel.
View data in either graph or table view.
Display both actual versus simulated data for the cost type selected.
Navigate to reports showing more detail on the values appearing on the graphs and tables.
To view COGS and gross margins for products in the Gross Profit Analysis dashboard
Navigate to the Gross Profit Analysis page, and select the Product tabbed region.
Data displaying on the panels is for products selected according to your search criteria, see: Selecting Search Criteria
The overview summary panels show profitability for shipped orders only:
The Cost of Goods Sold panel shows the profitability of selected products in your search criteria.
The Gross Margin panel shows the profitability of the difference between total revenue and the cost of goods sold of selected products in your search criteria.
To filter results for most profitable products, change the value in the Top box. Select Apply to see the results.
Use the drop-down box to change the display from a graph or a pivot table, and back again.
The pivot table view shows the actual and simulated COGS or gross margin in a row for the total amount.
Expand the Total column to display the actual and simulated amount of the next level of the product hierarchy.
In the Unshipped Orders region, Gross Profit Analysis dashboard, two panels show COGS and gross margins for unshipped orders:
Cost of Goods Sold for Unshipped Orders shows the income of products for orders booked but not yet shipped.
Gross Margin for Unshipped Orders shows the difference between revenue and COGS of products for orders booked but not yet shipped.
To see an overview of profitability for planned orders by product, view the following panels. These panels show the profitability of suggested order quantities for orders created by your planning and scheduling system.
The Cost of Goods Sold for Planned Orders by Product panel shows the COGS amount for the orders planned for products selected in your search criteria.
The Gross Margin for Planned Orders by Product panel shows the gross margin for the orders planned for products selected in your search criteria.
To navigate to detail reports
On any of the panels, navigate to detail reports by left-clicking your mouse in the following areas:
On the line in the graph view
Values in the Actual or Simulated columns in the table view
Note: Use mouse left-click to access the reports; mouse right-click displays Oracle Analytics Cloud Service report settings and not the In-Memory Cost Management Cloud Service detail reports.
When you choose the appropriate method for the panel display, a link appears: Navigate to Detailed Gross Profit Analysis.
Select the link, and the Detailed Gross Profit Analysis report appears.
The Customer region of the Gross Profit Analyzer has six panels displaying actual values compared to simulated data of your gross profits and COGS for your customers. These panels include:
Cost of Goods Sold
Gross Margin
Cost of Goods Sold for Unplanned Unshipped Orders
Gross Margin for Unshipped Orders
Cost of Goods Sold for Planned Orders
Gross Margin for Planned Orders
All panels enable you to:
Refresh, print, export, or copy the data shown in a specific panel.
View data in either graph or table view.
Display both actual versus simulated data for the cost type selected.
Navigate to reports showing more detail on the values appearing on the graphs and tables.
To view gross profits and margins for customers
Navigate to the Gross Profit Analysis page, and select the Customer tabbed region.
You can select values in the Search panel to change variations and reformat the data appearing, see: Selecting Search Criteria
The overview summary panels show the profitability for shipped orders only:
The Cost of Goods Sold panel shows the profitability of selected customers in your search criteria.
The Gross Margin panel shows the profitability of the difference between total revenue and the cost of goods sold of selected customers in your search criteria.
To filter results for the most profitable customers, change the value in the Top box. Select Apply to see the results.
Use the drop-down box to change the display from a graph or a pivot table, and back again.
The pivot table view shows the actual and simulated COGS or gross margin in a row for the total amount.
Expand the Total column to display the actual and simulated amount of the next level of the customer hierarchy.
In the Unshipped Orders region, two panels show COGS and gross margins for unshipped orders in the Gross Profit Analysis dashboard:
Cost of Goods Sold for Unshipped Orders shows the income per customer for orders booked but not yet shipped.
Gross Margin for Unshipped Orders shows the difference between revenue and COGS per customer for orders booked but not yet shipped.
To see an overview of profitability for planned orders by customer, view the following panels. These panels show the profitability of suggested order quantities for orders created by your planning and scheduling system.
Cost of Goods Sold for Planned Orders by Customer panel shows the COGS amount for the orders planned for customers selected in your search criteria.
Gross Margin for Planned Orders by Customer panel shows the gross margin for the orders planned for customers selected in your search criteria.
To navigate to detail reports
On any of the panels, navigate to detail reports by left-clicking your mouse in the following areas:
On the line in the graph view
Values in the Actual or Simulated columns in the table view
Note: Use mouse left-click to access the reports; mouse right-click displays OACSS report settings and not the In-Memory Cost Management Cloud Service detail reports.
When you choose the appropriate method for the panel display, a link appears: Navigate to Detailed Gross Profit Analysis.
Select the link, and the Detailed Gross Profit Analysis report appears.
For internal drop shipment sales orders - the Gross Profit Analyzer dashboard and detail reports for the shipped order section displays data for the shipping, selling, and intermediate operating unit. The customer details in the dashboard and detail reports for the shipping and intermediate operating units is shown as the external customer creating the sales order in the selling operating unit.
The Impact on Gross Profit dashboard shows the results of a previous simulation performed. You can change the display to other simulations by selecting a Simulation Code value in the search region. The dashboard consists of 6 panels showing:
Cost of Goods Sold by Product
Gross Margin by Product
Gross Margin for Unshipped Orders by Product
Gross Margin for Unshipped Orders by Customer
Cost of Goods Sold for Planned Orders by Period
Gross Margin for Planned Orders by Period
All of the panels enable you to:
Refresh, print, export, or copy the data shown in a specific panel.
View data in either graph or table view.
Display both actual versus simulated data for the cost type selected.
To view impacts on gross profits
Navigate to the Impact on the Gross Profit dashboard.
The initial view defaults to a simulation in which you have access. The Simulation Code field value and any of the other search parameters can be changed in the Search panel to reformat the data appearing, see: Selecting Search Criteria
In the COGS and Gross Margin for shipped orders panels you can see the:
The Cost of Goods Sold by Product panel shows the profitability of selected products in your search criteria.
The Gross Margin by Product panel shows the profitability of the difference between total revenue and the cost of goods sold of selected products in your search criteria.
In the COGS and Gross Margin for unshipped orders panels:
The Cost of Goods Sold for Unshipped Orders shows the income of products for orders booked but not yet shipped.
The Gross Margin for Unshipped Orders shows the difference between revenue and COGS per customer for orders booked but not yet shipped.
See: Viewing Gross Profit Products - and Viewing Gross Profit Customers
In the COGS and Gross Margin for planned orders panels:
The Cost of Goods Sold for Planned Orders by Period panel shows the COGS amount for orders planned per fiscal period selected in your search criteria.
The Gross Margin for Planned Orders by Period panel shows the gross margin for the orders planned for the fiscal periods selected in your search criteria.