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            Analytics for Manufacturing Auto-Embedded Dashboards

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            Analytics for Manufacturing Auto-Embedded Dashboards

            The Analytics for Manufacturing app includes dashboards that are auto-embedded in the Lightning Experience pages.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions where Manufacturing Cloud and CRM Analytics are enabled
            Dashboard Dashboard-Embedded Page Filter String for Manual Addition
            Revenue Realization Sales Agreement page 
            {"datasets":{"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Pricing Analysis Sales Agreement page 
            {"datasets":{"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Product Performance Sales Agreement page 
            {"datasets":{"MFG_SalesAgreementProductSchedule":[{"fields":["SalesAgreementProduct.SalesAgreementId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Account Performance Account page 
            {"datasets":{"MFG_Account":[{"fields":["Id"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Whitespace Analysis Account page Not Applicable
            Sales Target Attainment Account Manager Targets page 
            {"datasets":{"MFG_AccountManagerPeriodicTargetDistribution":[{"fields":["AcctMgrTargetId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Targets Analysis Account Manager Targets page 
            {"datasets":{"MFG_AccountManagerPeriodicTargetDistribution":[{"fields":["AcctMgrTargetId"],"filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}
            Home Page Home page Not Applicable

            Revenue Realization

            Use the dashboard on the Sales Agreement page to track the performance of sales agreements based on the actual revenue. Here are examples of questions that the dashboard can answer:

            • Which are the high-performing and low-performing sales agreements based on revenue realization?
            • What’s the actual sales quantity and revenue associated with a specific sales agreement and the difference compared to the planned values?

            Pricing Analysis

            Use the dashboard on the Sales Agreement page to analyze the price of a specific product. Here are examples of questions that the dashboard can answer:

            • What is the price trend for a product?
            • What is the maximum, average, and minimum price for the selected product?

            Product Performance 

            Use the dashboard on the Sales Agreement page to analyze the performance of products based on the revenue realization. Here are examples of questions that the dashboard can answer:

            • Which are my high and low-performing products?
            • What’s the actual sales quantity and revenue of a product and the difference compared to the planned values?

            Account Performance

            Use the dashboard on the Account page to get a quick understanding of how your accounts perform based on the actual revenue. You can filter the analytics data based on product, product family, and duration. Here are examples of questions that the dashboard can answer:

            • What’s the actual revenue for the selected time period?
            • What’s the revenue projection for the selected time period?
            • What’s the difference in actual revenue when compared to the planned or forecasted value?

            Whitespace Analysis

            Use the dashboard on the Account page to identify the revenue growth opportunities for your products. You can filter the analytics data based on a specific duration. Here are examples of questions that the dashboard can answer:

            • What’s the available whitespace for selling more products in each account?
            • Which account generates the highest revenue?
            • Which accounts have the whitespace to sell a specific product?

            Sales Target Attainment

            Use the dashboard on the Account Manager Target page to analyze the sales based on target revenue. Here are examples of questions that the dashboard can answer:

            • What’s my target revenue and the difference in revenue compared to the previous year?
            • What’s my current attainment and projected attainment?
            • What’s my actual revenue and the difference in revenue compared to the previous year?
            • What’s my projected revenue and the difference in revenue compared to the previous year?

            Target Analysis

            Use the dashboard on the Account Manager Target page to track the account and team members’ performance based on the target attainment. Here are examples of questions that the dashboard can answer:

            • How are my team members performing against revenue targets?
            • How did my team perform last year?
            • Which are the high and low-performing accounts based on target attainment?
            • Which are the high and low-performing products based on target attainment?

            Home Page

            Use the dashboard on the home page to get quick insights into the overall performance of accounts, forecasts, agreements, and products. The dashboard consists of the Agreement Performance page and Forecasts Analysis page:

            • Agreement Performance
              • What’s the actual and planned revenue for the current year and the difference in revenue compared to the previous year?
              • What’s the revenue realization for the current year and the difference in revenue compared to the previous year?
              • What’s the outstanding revenue for the schedules that end in the current month for each account?
              • What’s the compliance rate based on the revenue?
              • Which are the high-performing and low-performing accounts and agreements based on the revenue realization?
              • Which are the high-performing products based on revenue realization?
              • Which are the upcoming renewals that need attention based on the revenue?
              • Which are the upcoming renewals within a selected number of days?Which are the top expired or canceled agreements based on the revenue
              • Which are the top expired or canceled agreements based on the revenue?
            • Forecasts Analysis
              • What’s the trend in account revenue growth over time, based on actual revenue and forecast revenue, and how does it compare to previous periods?
              • Which products have the highest actual revenue and forecast revenue, and how does this compare to other products?
              • Which products have experienced the most significant revenue growth based on actual revenue and forecast revenue, and what factors contributed to this growth?
              • Are there any products that have experienced a decline in revenue, and how does this compare to previous periods?
              • How accurate are the revenue forecasts, and what is the variance between actual revenue and forecast revenue?
             
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