Analyzing Trends in the Customer Revenue Dashboard

The Customer Revenue Dashboard displays Revenue trends and year-over-year (YoY) growth variances by Customer for the selected Account type. Use this dashboard to analyze Revenue trends and YoY variances by Customer for the selected Account.

This section includes general instructions on how to use the following interactive subforms in the Customer Revenue Dashboard:

• Customer Rev Trend – Displays the total sales for the selected Account by Customer Category. You can display values as amount or percentage of total Revenue.

• Customer Rev: YoY Variance – Displays the YoY growth percentage by Revenue type for the Current Period, Year-to-Date, Current Financial Year Total, and Next Financial Year Total. The subform includes the option to drill to contributing Customer variance details.

To analyze Revenue trends by Customer for the selected Account:

Note:

You can maximize and refresh each trend graph individually by clicking the Maximize icon and Refresh icon in each subform , respectively.

1. From the Home page, Click the Revenue and Gross Margin card.

2. Click the 3 tab on the left-hand side to go to Total Revenue.

3. Click Customer Rev Dashboard.

4. In the Point of View (POV), select a Version, Subsidiary, Currency, and Account.

5. Click the Go icon in the POV to apply the changes.

6. In the Customer Rev Trend subform, to review total sales trends:

   1. From the Tracker list, select one of the following options:

      • To display the graph by value, select Amount.

      • To display the graph by percentage of the total Revenue, select % of Total Revenue.

   2. Click the Go icon in the Customer Rev Trend subform to apply the changes.

   3. Hover over a series point in the graph to display the series name, period (group), and value, and analyze the Revenue trend for each Customer.

7. In the Customer Rev: YoY Variance subform, to review the YoY growth percentage:

   1. Click Total Customer in the legend to display the percentage YoY growth by Customer.

   2. Hover over a series bar in the graph to display the series name, period (group), and value, and analyze the YoY variances for each Customer.

Related Topics

Working With Total Revenue Dashboards

Analyzing Trends in the Item Revenue Dashboard

Analyzing Trends in the Class Revenue Dashboard

General Notices