About the Profitability and Cost Management Analytics Features
Profitability and Cost Management offers a variety of features for viewing sets of data, defined using analysis views and queries in charts and reports.
Service Administrators and Power Users can set up these tools for viewing by Users and Viewers.
View this video for an overview of the Profitability and Cost Management analytics features:
Overview Video: Analytics Features in Profitability and Cost Management Cloud
To display the analytics features, listed in Table 6-1, click Intelligence, , on the Profitability and Cost Management Home page.
Table 6-1 Profitability and Cost Management Analytics Features
Icon | Name | Description | Link |
---|---|---|---|
Dashboards |
Create or view charts of values and trends for selected dimensions |
||
Intelligence |
Create or generate analysis views, scatter analysis graphs, profit curve charts, allocation trace charts, queries, and key performance indicators (KPIs): |
||
Reports |
Define or generate tables of query results |
Working With Profitability and Cost Management Financial Reports |
|
Academy |
Overview and tutorial content about Profitability and Cost Management |
Note:
Academy content is available in a number of places and doesn't relate only to analytics.
The Intelligence icon, , accesses the following features (Table 6-2).
Table 6-2 Profitability and Cost Management Intelligence Analytics Features
Tab | Description | Link |
---|---|---|
, Analysis Views |
Analysis views provide a way to locate and save sets of data drawn from the database cube for the application. |
|
, Scatter Analysis Graph |
Scatter analysis graphs plot one value against another for the same member. |
|
, Profit Curves |
Profit curves are useful for profitability analysis. A population dimension, such as Customers or Products, displays along the x-axis in descending order by profit yields. |
|
, Trace Allocations |
You begin an allocation trace by selecting a POV and model view to define a focal node to display allocations that contribute to the selected dimension of the focal node. |
|
, Queries |
Service Administrators and others with sufficient security provisioning can define queries to gather data for management reporting, segmented profitability analysis, rule analysis, input data verification. You can run queries from the Intelligence screen. |
|
, Key Performance Indicators |
Key Performance Indicators (KPIs) are display tiles that show one value for one dimension. For example, you might show net income for a customer for the previous quarter. |