Customer Analysis

Apply filters such as country, state, primary industry, account type, account name, category name, product name, and report date to focus the analysis on specific customer segments.

The dashboard includes four analysis tabs: Revenue, Cost, Margin, and Margin Percentage, to evaluate customer performance from different financial perspectives.

• The Key Customers by Contribution chart visualizes top customers based on the selected metric—revenue, cost, margin, or margin percentage—to spotlight the most financially impactful accounts.
• The Trending Products for Customers displays trending products among top customers, based on revenue, cost, margin, or margin percentage. This helps identify which products are driving profitability across customer segments.
• The Price Details table shows the metrics by account and product, including total net revenue, revenue and cost contributions, total margin, margin contribution, and average margin percentage.

Example A Pricing Analyst can use the Customer Analysis dashboard to assess which customers contribute the most to profit, identify high-margin accounts, and determine which customer segments to prioritize for future pricing strategies or retention efforts.

• Key Performance Indicators in Customer Analysis Dashboard
  Learn the definitions and calculations of key metrics in the Customer Analysis dashboard.