Introducing the 360° Reports for Organizational Insights

Overview

  1. Gain comprehensive insights into your data across all your organizations, various dimensions and measures.
  2. Investigate recent changes and historic changes and their causes.
  3. Tailor your analysis by choosing the dimensions and measures you need.

Two new reports

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  1. 360 Growth & Loss report – quickly identify significant changes and their causes.
  2. 360 Deep Dive reportanalyze and compare performance across multiple measures and dimensions. Forecast current trends, group data in a custom hierarchy and export it for further analysis.

 

Data perspectives

  1. Perspective Org – the organization you have access to as a Seller Admin or Distributor Admin. Everything is calculated for these organizations.
  2. Parent Org – organizations selling to the Perspective Org.
  3. Child Org – organizations buying from the Perspective Org.
  4. Roles – Perspective Org can have multiple roles which can be analyzed individually or filtered using Perspective Org Role groups.

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360 Growth & Loss Report – compare major changes across two different groups

1. Identify and compare major changes in key measures across 2 different groups at the same time. First row is grouped by selected Group #1, second row is grouped by selected Group #2.

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2. How to use:

    • Select any measure.
    • Choose groups & cross-filter to investigate further.
    • Hold Ctrl and click to select multiple items.

3. E.g., to understand what causes a specific offer to have a sudden drop in revenue:

      • Identify a specific Offer in Group #2 with a revenue drop.
      • Choose Child Org in Group #1 to find out which Child Org has the largest decrease.
      • Ctrl+Click on the Child Org with the largest  decrease to view revenue trends.

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360 Deep Dive Report – compare, analyze and forecast key measures

Compare & Forecast

1. Select Measures to compare and view in the report

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2. How to use:

    • Click on Measure groups to view and select available measures.
    • Close the group by pressing the back button or by clicking on the group again.
    • Deselect measures by clicking on them again.

3. Forecast any measure by switching to the Forecast view.

    • Select a single measure and switch to the Forecast view.

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Table view & custom hierarchy

1. Group selected measures by various dimensions and build custom hierarchies.

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2. Build your custom hierarchy by selecting Groups in the order that you want to see them.

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3. Export data from the table view and other visuals using the top right menu of each visual.

4. Switch to Year-Month instead of Year by changing the Drill on settings from Rows to Columns. All Period-on-Period measures will also switch to show monthly changes.

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5. How to:

    • Switch the “Drill on” button to “Columns” and drill down.
    • Switch back to “Rows” to drill down across hierarchy levels instead.
    • Export data from the top-right menu either in the current layout or a summarized layout.

Key concepts and definitions

Dimensions / groups

1. Each Perspective Org can have a parent (“Parent Org”) and a child organization (“Child Org”), often multiple.

2. The Parent Org is the one who sells to the Perspective Org. The Child Org is the one who buys from the Perspective Org.

Examples:

  •  If Perspective Org is a 1-tier Seller, then:
        1. Parent Org = Vendor
        2. Perspective Org = the 1-tier Seller you have access to
        3. Child Org = End Customer
  • If Perspective Org is a Multi-tier Seller, then:
        1. Parent Org = Vendor or another Multi-tier Seller
        2. Perspective Org = the Multi-tier seller you have access to
        3. Child Org = another Seller (or Multi-tier Seller)
  • If Perspective Org is a Vendor, then:
        1. Parent Org = none
        2. Perspective Org = the Vendor you have access to
        3. Child Org = any Seller or Distributor that buys from you directly

3. Perspective Org Role:

  • Vendor
  • Distributor
  • Multi-tier Seller – buys from a Distributor or a Seller and sells to another Seller
  • Seller – buys from a Distributor or a Seller and sells to the end customer
  • 1-tier Seller – buys from the vendor & sells to the end customer
  • Customer – end customer
  • Unknown (only used when invoice contract tree is incomplete in a specific period).

4. All group definitions:

  • Parent Org = Organizations the Perspective Org buys from, usually Vendor or Distributor
  • Perspective Org = Organizations you have access to as a Seller Admin or Distributor Admin, usually Distributor or Seller
  • Child Org = Organizations the Perspective Org sells to, usually Seller or End Customer
  • Perspective Org Role = the roles the Perspective Org represents (e.g., Vendor, Distributor, Seller)
  • Child Org Country = “buyer” organization’s country – usually Seller country or End Customer country
  • End Customer (Current) = current end customer. If the subscription has been moved, then all historic data will be attributed to the latest customer.
  • Vendor / Product / Offer

Measures

Definitions

  • Revenue = total amount from outgoing invoices from the Perspective Org.
  • Cost = total amount from incoming invoices to the Perspective Org.
  • Gross Profit = Revenue – Cost.
  • # of Subscriptions = count of active subscriptions, EOM.
  • # of Seats = quantity of licenses in all active subscriptions, EOM. Usage subscriptions are considered to have 1 seat.
  • # of Orders = count of orders, EOM.
  • PoP = period-on-period measures. Either year-on-year or month-on-month depending on the current date context (Year or Year-Month).
  • MA## = Moving Average over ## months. Used to smooth out spikes in trends.

Especially useful with invoice data across last 12 months (MA12) as it smooths out spikes due to annual subscription renewals. E.g., same revenue data, but Revenue MA12 measure shows the overall trend much better.

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Note – all MA measures require continuous monthly activity to work properly. E.g., MA revenue for a single annual subscription or a small customer may not lead to useful insights.

 

Currency conversion

1. All values are shown in EUR, USD or Invoice currency (if all invoice are in 1 currency) based on the exchange rate on the invoice date. Or they can be converted based on the latest exchange rate in the platform.

2. E.g., if all your invoices are in NOK, then you will see NOK as the third option. You can then choose it or convert to any currency from the ones listed. To stop conversion, deselect the currency by clicking on it again.

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3. Custom exchange rates are currently not supported but will be added in the future.

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