Use Pricing Analytics Dashboards

The dashboards in the Pricing Analytics app help finance and analytics teams to make informed, data-driven decisions that optimize pricing strategies. By using these dashboards, businesses gain valuable insights into the impact of pricing decisions, enhance margin management, and align pricing strategies with broader business objectives. Access the dashboards and analytic tools from the Pricing Pulse homepage.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management

Note

Tableau dashboard customization requires specific Tableau licenses. Contact your Salesforce account executive for details.

Pricing Analytics dashboards support only single-currency orgs. If your org uses multiple currencies, the dashboards may display incorrect data.

• Overview
  Use the Overview dashboard to get an overall understanding of your revenue and margin performance across different regions. Monitor key performance indicators like revenue, cost, margin, and margin percentage to identify geographical trends and assess business performance at a glance.
• Revenue and Margin Forecast
  Use the Revenue and Margin Forecast dashboard to forecast future revenue and margin based on historical data and current pricing strategies. This dashboard helps business leaders evaluate whether they are on track to meet their financial goals and adjust strategies accordingly.
• Customer Analysis
  Use the Customer Analysis dashboard to evaluate the financial contribution of key customers to your organization’s overall revenue and margin. Identify your most valuable customers and understand their impact on business performance.
• Product Analysis
  Use the Product Analysis dashboard to assess the performance of your products and product categories from different financial perspectives. This tool helps you understand the contribution of individual products to your overall revenue, cost, and margin, enabling better product-level decision-making.
• Price Volume Mix (PVM)
  Use the Price Volume Mix (PVM) dashboard to perform an in-depth analysis of how changes in price, volume, and product mix impact your overall revenue and margin. Identify the key drivers behind shifts in financial performance at the product level and get actionable insights for decision-making.
• Price Waterfall
  Use the Price Waterfall dashboard offers a comprehensive view of the pricing flow from list price to pocket margin, helping teams understand how much value is retained after all price-related deductions.
• Price Volume Trend
  Use the Price Volume Trend dashboard to analyze how pricing changes affect sales volume over time, helping you make informed decisions on pricing strategy and overall sales performance.