Bill Contributions and Billing Variations

The billing dashboard is now enhanced to view two read-only dashboard areas and/or tabs for analyzing billed revenue: Bill Contributions, which shows where revenue came from in a selected period, and Billing Variation, which compares that period with the preceding one. Both use the dashboard’s bill creation month and optional bill cycle and division filters.

Bill Contributions

The Bill Contributions tab on the Billing Dashboard screen now shows the number of contributing price items. This metric helps you see how many price items contributed a nonzero billed amount for the period you are viewing. The count follows the dashboard filter options such as, Bill Creation Month, Division, and Bill Cycle. Price Items with a zero billed amount are excluded. The metric uses the same period, division, and access rules as the Price Item detailed view, so you can use that view to explore the contributions behind the count.
Note:
Bill-cycle results use an eligible completed bill-cycle period. If there are no qualifying Price Items, the scorecard displays 0.

The Bill Contributions tab contains the following scorecards:
- Top & Bottom Analysis: This scorecard helps you to see which Product Groups, Parent Price Items, and Price Items contribute the most or least billed revenue for a selected period. You can also perform the following actions on this scorecard:
  - Choose a hierarchy to view its top 10 or bottom 10 contributors.
  - Switch between a chart for a quick comparison and a table for a closer look.
    
    Note:
    The panel opens with Product Group, Top Performing, and chart view selected.
  - Click the View All link to see every matching contributor with a nonzero billed amount. The detailed view shows each contributor’s bill count and billed amount and lets you sort the results from highest to lowest or lowest to highest.
  - For Price Items, turn on Pricing Parameter View to see separate results for each pricing parameter group. You can also select a Price Item code to open its existing detail page.
    
    Note:
    Results use the selected bill creation month, or the latest eligible completed period when you select a bill cycle. Your division selection narrows the results, and amounts appear in the applicable currency. Only data you are authorized to view is included in the scorecard.
- Customers by Revenue: This scorecard helps you see which customers contributed the most or least billed revenue for the selected billing period.
  - The panel opens in chart view with the top performing customers. Switch to least performing to see the lowest contributors or change between chart and table views. Each summary shows up to 10 customers.
  - Click the View All link to open all customers’ revenue analysis. This view includes every matching customer with a nonzero revenue total, rather than only the 10 shown in the summary. You can order the full list from highest to lowest or lowest to highest revenue. Click on the customer’s name in the detailed view to open that customer’s Customer 360 page.
Note:

Results follow the Billing Dashboard’s selected Bill Creation Month and optional Bill Cycle and Division filters. With no Bill Cycle selected, the panel uses the selected month. With a Bill Cycle selected, it uses the latest eligible completed billing window.

Revenue is shown in the selected division’s currency when a division filter is applied; otherwise, it uses the implementation currency. Customers with a zero-revenue total are excluded. Rankings use the signed revenue amount, so a customer with negative revenue may appear among the least performing customers.

The panel shows only customers and divisions to which you have access in the system.
Billing Variations

The Billing Variation tab on the Billing Dashboard screen displays the bill amount for the selected period. You can view the amount by month or by bill cycle, depending on the filters you apply. If no bill cycle is selected, the scorecard uses the selected month. If a bill cycle is selected, it uses the applicable bill-cycle period. The Billing Variations tab contains the following scorecards:
- Performance by Revenue Variation: This scorecard helps you see how revenue has changed between the current and previous billing periods. It highlights changes at the Product Group, Parent Price Item, and Price Item levels. You can also perform the following actions on this scorecard:
  - Switch between Product Group, Parent Price Item, and Price Item to see revenue variation at the level you need.
  - View up to 10 results with the highest absolute variation or up to 10 results with the lowest absolute variation for the selected level.
  - Compare amounts or percentages - Amount variation shows the difference in revenue between periods. Percentage variation shows the change relative to the previous period.
  - Switch views without changing your selection.
  - Using the filter option, set a minimum variation threshold to focus on changes that matter to you.
    
    Note:
    The dashboard shows results whose absolute variation is greater than the threshold. You can keep separate amounts and percentage thresholds for each hierarchy level. Percentage thresholds must be between 0 and 100.
  - Click the View All link to open a detailed list of every result that meets the active criteria.
    
    Note:
    In Price Item view, you can also separate results by pricing parameter group and open a price item’s maintenance context from its entry.
- Customers by Revenue Variation: This scorecard helps you see which customers had the largest and smallest revenue changes between the selected billing period and the preceding period. It compares monthly periods or bill-cycle periods, depending on your dashboard selection. You can also perform the following actions on this scorecard:
  - Switch between the monetary change and the percentage change for each customer.
  - View up to 10 customers in each group for the selected measure.
  - Switch views to examine the same summary data in the format that works best for you.
  - Set a minimum amount or percentage threshold or reset it to see results without that filter.
  - Click the View All Customers link for a detailed list, then sort it by highest or lowest variation. Select an authorized customer to open that customer’s record.
  Note:
  
  Revenue variation is the current period’s revenue minus the previous period’s revenue. A positive value indicates an increase; a negative value indicates a decrease. Greatest and least rankings use the size of the change, so a large decrease can appear among the greatest variations.
  
  A threshold includes changes greater than the value you enter. For example, a threshold of 100 excludes a change of exactly 100. Amounts appear in the division’s currency when a division is selected; otherwise, they appear in the implementation currency.
  
  The panel is read-only. It shows only customer data that your existing access permissions allow you to view.