Revenue Performance

Performance Status

The Performance Status view is meant for financial managers whose main focus is centered on the revenue of the business.

The KPI Cards located at the top of the page are a clear comparison of current revenue performance against target and previous year’s performance. Numbers for Period Performance against Target appearing red show they are below the target. Conversely, if it appears green, current performance is above the target.

Four main KPI Cards:

1. Period Performance vs Target

2. Period Performance (YoY Revenue)

3. Period Performance (Var. To Target)

4. Period Performance Target

There are three different charts for performance breakdown by the three different dimensions (country, shift and product).

The charts shown are based on the revenue against the dimension. All of them can be further drilled down to get a more in-depth view of each dimension.

Here’s an explanation of what the colour represents for the bullet charts.

Green: Actual value is large than or equal to the intended target set

Red: Actual value is smaller than the intended target set

Grey: Last year’s value to date of the current month

Black Bar: Intended target

In general, we have the filters on the left-hand corner which comprises of four different drop-down options the user will be able to select. (For example, if the user would like to change the country(s) setting)

Performance Map

The Performance Map View consist of a heat map chart which enables the users to identify key areas of the business which are performing/underperforming across different periods of time. To better understand the respective grids of the heat map, the User can hover over each grid and it will automatically display the exact figures and amount.

Horizontal: The different time period (Current Month, Current Year, Current Quarter)

Vertical: The different dimensions (Region, Shifts, Products)

Colour Coding:

- Green refers to Positive Values

- Red represent Negative Values.

Here are some terms representing the numbers shown:

1. Variance to target indicates the difference between the actual revenue generated for the current month to that of the targeted revenue.

2. Year on year indicates the revenue generated this year compared to that of last year. 

KPIs

The KPIs view enables users to measure the difference between the targeted value and actuals. This allows the users to identify areas they should improve and focus on to maintain or improve their performance.

The KPIs are Number of Transactions, Units Per Transaction and Revenue Per Transaction. They are denoted by the three quadrants with Region as the dimension. All of them can be further drilled down to get a more in-depth view of each Country. We can mouse over to see the exact figures and amount as well. 

Growth Share

The Growth-Share view is where the growth share matrix is shown. It helps businesses to allocate resources more efficiently and it is also often used as an analytical tool in brand marketing, product management, strategic management and portfolio analysis. The growth share matrix includes namely the Cash Cow, Dog, Question Mark and Star.

Cash Cow:  The business has a high market share in a slow growing industry.

Dog: The business has a low market share in a mature and slow growing industry.

Question Mark: The business has a low market share but high market growth.

Star: The business has a high market share in a fast-growing industry.

The growth share matrix will help the business identify which areas they are lacking or are stronger at, and it helps to further improve and enhance their business allocation of resources.

In this view, it shows the revenue share trend line and the growth share matrixes which are based on the different dimensions. They are by Country, Shifts and Products. Each panel shows the revenue share against revenue growth.

All of them can be further drilled down to get a more in-depth view of each dimension. We can mouse over to the different coloured bubbles to see the percentage of revenue growth and revenue share

Note that the revenue growth and share calculation for the growth share matrix is based on the year on year growth on the total amount.

In addition, there’s a play button at the bottom left of each chart. By clicking on the play button, it will show how the data points move across time (by month).