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ID771 - Profit Analysis (Power BI) Overview & Sample:

Want to slice and dice your most profitable customers, contracts, equipment? Want to know how your segment 3 Canon models compare to Konica? Not just compare costs and profit by model, but customer satisfaction levels also. See some tips here.

Jump to Overview | Samples | Variables | Alert Functionality | Power BI Reporting | KPIs Glossary | ConnectWise Feed | Related Alerts | Webinar 

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Overview

Overview

Power BI Financial Dashboard providing Service Contract MIF and Profitability. Use to analyze Top/Bottom performers at contract, customer or equipment model level. Includes KPI's to see how clicks are driving revenue and profit as well as which clicks are costing you the most.

Click here for getting Power BI in place.

Click here to download the Power BI template. 

Click here to watch our quick tips and where to start videos

-For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

Type of Output: On Demand Power BI Report

 

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Sample

Sample

Home Page:

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Customer Profitability:

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Year Over Year Revenue Comparison:

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Biggest Toner Problems:

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Worst Performing Contracts:

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Click Data: by Make / Model / Drill down to machine

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Variables

Variables

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Variable1: Custom Property on Contracts or Customers indicating the date when an Action Plan will be up for review. This value should match the Custom Property used in our ID768 process.

Variable2: Note Type for notes attached to Contracts or Customers detailing the Action Plan to resolve profitability issues. This value should match the Note Type used in our ID768 process.

Variable3: If you have monthly expenses not easily recorded in e-automate but you want them considered for total Contract/Customer profitability, enter them into the Custom Property of this name on the Contract (you may have to ask your e-auto admin to create the Custom Property if not available).

Variable4: If you have initial expenses to acquire a Contract, and those costs are not easily recorded in e-automate but you want them considered for total Contract/Customer profitability, enter them into the Custom Property of this name on the Contract (you may have to ask your e-auto admin to create the Custom Property if not available).

 

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Alert Functionality

Alert Functionality

1. See here for getting Power BI in place. 

2. Click here to download the template. 

3. Real time data pulled from eAuto transactions. We do not calculate any data, we are just pulling into report format what eAuto transactions provide.

4. Data includes non-metered contracts/ equipment

5. Max amount of data is 60 months look back (limited due to report/dataset size and Power BI requirements)

6. Note you must be signed up for ID771 for this to install and run as we push needed support tables.

7. For ECi Hosted clients: We work with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.

8. Custom Properties listed in Variable3 and Variable explanation:

Variable3: If you have monthly expenses not easily recorded in e-automate but you want them considered for total Contract/Customer profitability, enter them into the Custom Property of this name on the Contract (you may have to ask your e-auto admin to create the Custom Property if not available).

Variable4: If you have initial expenses to acquire a Contract, and those costs are not easily recorded in e-automate but you want them considered for total Contract/Customer profitability, enter them into the Custom Property of this name on the Contract (you may have to ask your e-auto admin to create the Custom Property if not available).

These costs will then be accounted for you in your results from ID771 as Other Costs.

 

 

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Power BI Reporting

Power BI Reporting

1. See this link on How To navigate through hierarchies : https://support.ceojuice.com/hc/en-us/articles/360053721991-ID771-How-to-navigate-through-hierarchies-with-the-power-bi-matrix-visual

2. Use filter option to refine your search / filters mceclip3.png

Pay close attention to ALL the filter options including whether you want Contract Only related transactions considered or note:

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3. Filters should be noted as these filters carry through each page you access in the report. Another words these filters stay in tact as you move throughout the report:

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4. Please note the reporting period filter RM Section. -12 to 0 is the last 12 calendar months plus the days in this current month. Set to -12 to -1 to see last 12 completed months (excludes days in current month). Max allowed is 65-months (we are not pulling in data an older):

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5. Be sure to check out Custom Reports to create exactly what you need:

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6. Equipment Analysis:

*Breaks down based on your Model Categories in eAuto. Model Class is set via CEO Juice Model Mapping app. See here on how to update your Model Categories in eAuto: https://support.ceojuice.com/hc/en-us/articles/211464986-How-To-update-your-model-categories-ID295-

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Click on any line once and get to drill down options (highlighted below):

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For example, KPI Trends:

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KPIs Glossary

KPIs Glossary

General Measures

Average Rate: Revenue / Total Clicks Billed (Clicks from Invoice Period Billed) *** this is Revenue Per Click

Machine Count (Machines In the Field): Number of machines in the field during reporting period.

NPS: Net Promoter Score

VR: Valid Responses for Net Promoter Score

 

Key Services

CSI (Cross Selling Index): Sum of distinct active accounts utilizing services within each Key Service category / Sum of distinct active accounts utilizing at least one Key Service

 

Clicks Distributed Across Contract Coverage Periods

Based on coverage period, not invoice date. For example, if contract coverage is from 15th - 15th each month, then 1/2 clicks in first month and other 1/2 clicks in second month.

Covered Clicks: Number of clicks included in copy allowance

Overage Clicks: Number of clicks exceeded from copy allowance

Underage Clicks: Number or clicks under copy allowance (did not meet minimum copy allowance)

 

Invoiced Clicks:

Clicks per  the period they were invoiced, clicks are not allocated across coverage periods.

BW Base: Number of base clicks billed for BW meter groups

BW Overages: Number of overage clicks billed for BW meter groups

Color Base: Number of base clicks billed for Color meter groups

Color Overages: Number of overage clicks billed for Color meter groups

Actual Meter Color: Number of actual Color clicks run on machines

Total Clicks Billed: Sum of BW and Color Clicks billed on machines

 

 

Actual Clicks Run

Actual clicks produced (per your EA meter readings) for the period listed in your date filter

Actual BW Copies: Number of actual BW clicks ran on machines

Actual Color Copies: Number of actual Color clicks ran on machines

Actual Copies: Number of total actual clicks ran on machines

 

Cost per Copy

CPC: Total Cost / Actual Copies 

CPC Labor: Labor Cost / Actual Copies 

CPC Other: Other Cost / Actual Copies 

CPC Parts: Parts Cost / Actual Copies 

CPC Supplies: Supplies Cost / Actual Copies

**Please note Supplies BW + Supplies Color will NOT equal CPC Supplies.

Example a simplified machine which has (for period reported):

10,000 BW Clicks

15,000 Color Clicks

$250 BW Supplies

$350 Color Supplies

By extension, total clicks is 25,000 and total supply costs is $600  

CPC BW is $250/10,000 or 0.025
CPC Color is $350/15,000 or 0.023
CPC Supplies (both) is $600/25000 or 0.024
If you would like to validate, you can use the [Details] drilldown from that page. You will see the supporting SuppliesCost and ActualClicks for whatever item was highlighted for the drill down.

CPC Supplies BW: Supplies BW Cost / Actual BW Copies

CPC Supplies Color: Supplies Color Cost / Actual Color Copies

**We look at your eAuto coding to determine what you consider BLK and CLR.

For Supply and Parts, we use the Usage Limit Meter Type on the Item Record. If none there or not BLK or CLR, then we look at the Meter Clicks Meter Type Category for that period. If none there, then we look at Lifetime Meter Clicks Meter Type Category. If nothing designated as BLK or CLR, then we don't consider in CPC cost.

For Clicks, Labor, and Other, we use Meter Clicks Meter Type Category for that period. If none there, then we look at Lifetime Meter Clicks Meter Type Category. If nothing designated as BLK or CLR, then we don't consider in CPC cost.

Usage Limit Meter Type on Item Record:

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Meter Type Category:

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CW Feed

ConnectWise Feed

For clients using ConnectWise to run their IT business they may want to compare the profit numbers that CW shows versus eAutomate. For this to work you need to have data syncing from CW to eAuto, Agreements, tickets etc. 

For this 1st version we query CW and get Expected Revenue, Cost, profit & Margin by agreement. Then we compare expected CW agreement profit with actual eAuto contract profit. Added user defined deviation thresholds and highlighted contracts that deviate N% from the expected profit ( positive or negative ).
We also added a report where we show Rolling Agreement Gross Profit. As of Jan 2024 we have only rolled this out to OnPrem CW users but ask us for Cloud.

CW ID771.jpeg

Related Alerts

Related Alerts

ID281 - Customer Retention Rate Power BI

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review Power BI

 

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Webinar

Webinar

Webinar recorded October 5, 2022

 

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