CUSTOMER

DASHBOARD

READY REFERENCE GUIDE

TABLE OF CONTENTS

Customer Performance Analysis

New Trade Customer Analysis
Trade Customer Lifting Analysis
Customer Credit Analysis
State Level Health Analysis

Customer Performance Analysis

Selection :
Trade/ Non
Trade

Selection of
Analysis period
: Last 1/3/6
months

Sales/Retention
/Discounts &
Schemes wise
Top and Bottom
Customers

Customer
Information

Data components displayed explained in next slide

Components of Customer Performance

Analysis
T/B Indicator : T represents Top 50 customers and B represents
Bottom 50 customers
State Avg. Price : Average Price per bag in the state of customer
Avg Price to Customer : Average Price per bag for a customer
Discounts & Schemes : Total amount of Discounts per MT availed by
Customer. Includes all Specific Rebates(Region wise, Destination wise,
Customer wise and Sales Office wise rebates) and Cash Discounts
Sale Qty : Total of Sale qty by customer for the period selected

LYSM : Last Year Same Month shows Total of sale quantity by

customer for Last year same period selected for current year.
Retention : Retention calculated through a customized logic. Selling
price after reducing all sales and distribution expenses.

PPC + PSC share : Total % of PPC & PSC in sale of the customer.

New Trade Customers Analysis

Selection of
Analysis period
: Last 1/3/6
months

State-wise
Analysis(When
unchecked
shows
information for
all states)

Pie Chart
representation
for sales %
between old
customers and
new customers

Avg sales qty

per month
against
potential of new
customers

Dashboard shows Average Sales qty/month for new customers appointed in last X months(as in
selection parameter) against potential as per appointment form of new customer

New Trade Customers Analysis(Contd.)

Selection of
Analysis period
: Last 1/3/6
months

State-wise
Analysis(When
unchecked
shows
information for
all states)

Bar Chart
representation
of statewise
sale of new
trade customer
against
potential

Avg sales qty

per month
against
potential of new
customers
including the
months where
lifting is NIL.

New Trade Customers Analysis(Contd.)

In New Customer Avg
Sales/Month v/s
Potential, when analysis
is on larger period
(3/4/5/6 months).

Count of Customers
can be reduced using
scale at bottom.

Expanded by Default(all customers are

displayed)

New Trade Customers Analysis(Contd.)

Compress the scale(by dragging) to see less count of

customers

Trade Customer Lifting Analysis

Selection of
Analysis
period : Last 3
months/ Last 6
months
Customer
Information

Data components displayed explained in next slid

Components of Trade Customer

Lifting Analysis
State : State of Customer
Consistency Score : As explained in next slide
Last week Lifting % : Displays % Sale qty for the month of
customer lifting in last 7 days of each month
Avg Lifting/month : Displays Average monthly sales of customer

Consistency Indicator
This indicator shows the consistency based on monthly lifting variation
from average lifting of customer.
Customers having maximum dispersion from mean are rated very low
towards 0 and with minimum dispersion, they are rated very high
towards 100 on a scale of 0-100. 2

Consistent Customer

Inconsitent Customer

0
Jan

Technical Note:
Step 1 : Calculate Standard Deviation (SD)
N = No. of month, xi = monthly lifting, = Mean
Step 2 : Calculate Coefficient of Variation (CV)
CV = SD/Mean
Step 3 : Ranking based on CV on scale of 0-100
= [{(2-CV)*100}/2]

Feb

March

April

May

Customer Credit Analysis

Selection of
Customers :
Trade/NonTrade

On Clicking
Customer
name Displays
Customer
Address, City
and Contact
Details

Data components displayed explained in next slid

Components of Customer Credit Analysis

Total Outstanding : Total amount to be recovered from customer
0-15 days, 16-30 days.. : Buckets showing the breakup of
outstanding in terms of its age.
DSO : Explained in next slide
Security Deposit : Total amount deposited by customer to the
company
Credit Exposure : Explained in subsequent slide

Legal Status : L if legal case has initiated for customer, S if

Outstanding is more than 45 days old and there are no transactions
for the period.
Open Item Date : Oldest open(unpaid) item date

Days Sales Outstanding (DSO)

Average no. of days company takes to collect the payment against
sales.

This is also known as average AR period or Debtors Turnover Ratio.

Credit Exposure
Credit Exposure indicator represents the extent to which company
exposed to risk of customer going default.

Total Credit Exposure of Customer

Invoices not
yet paid by
customer

Material issued
(PGI) not yet Orders not yet
delivered
Invoiced

In SAP it is sum of open Invoices, open deliveries and open orders.

State Level Health Analysis

Selection of
Customers :
Trade/NonTrade

Selection of
Analysis period
: Last 1/3/6
months

Data components displayed explained in next slid

Components of State Level Health Analysis

CD Customers : No. of Customers availing CD for the selected
period
Cheque Bounces : No. of cheques bounces for the selected
period
RTGS Customers : Customers availing RTGS facility for the
selected period.
Cr. Limit Releases : No. of Credit Limit releases for the
selected period
Avg. Retention : Weighted Average Retention state -wise for the
selected period
Trade/Non-Trade Sales % : Percentage share of Trade/Non Trade in Total Sales Qty for the selected period

No. of new active Customers : New Customers added during

the selected period and started lifting