Perennial BI - Sales and Customers

provides visual insights into your company's Sales function, including:

• The 20% of Customers that generate 80% of your company's sales;
• Sales and Gross Profit results and margins by Division, by Customer and by Product;
• Customer and Product Delivery Performance to help your company manage demand so that customer orders are satisfied in full and on time, all the time;
• How your company is performing against Key Performance Indicators for each of the above in a KPI Scorecard for Sales and Customers.

You can access the Dashboards and Reports that we have created and published to this website from the links at the bottom of this page.

An example is shown below, and has 2 Gauges. The Gauge on the left is showing the KPI Score as 8.5 out of 10. The precise score is 8.475, hence the Gauge colour is Yellow instead of Green. For readability purposes, we round most of our calculations off to one decimal point.

The Gauge on the right shows the DIFOT ratio for "VIC" in 2021, which is calculated as the actual percentage of sales order lines delivered in full and on time to total sales order lines delivered or due for delivery. The actual percentage is 67.8% and the target is 80.0%, so the KPI Score out of 10 is 67.8 divided by 80.0 = 0.8475, which when expressed out of 10 is 8.475.

The Column and Line Chart shows the DIFOT Ratio by Customer Group. You can drill down from each Customer Group, especially those performing well below target, to see which customers are suffering from poor delivery of their sales orders.

Thus, the chart serves to provide insights into the company's Customer Service Levels down to the customer level. The lower the DIFOT Ratio, the more costly it is to satisfy sales orders by having to order stock in for backorders, and the more likely it is that customers will cancel their orders and look elsewhere.

Discover Perennial BI for Sales and Customers

Perennial BI provides the visual insights that help Sales Teams identify the company's most profitable and sought-after products, and deliver them to its best customers, in full and on time.

From the links below, you can have a look at the Dashboards and Reports that we have created with sample data for the Sales and Customers Function.