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.
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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
Tech Productivity added April 23rd, click the chapter icon to jump straight to build your own customized dashboard.
New features as of Jan 22nd 2021 below
First release
Hint follow the steps below to jump to MIF or speed up video play.
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Sample
Sample
Home Page:
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).
Filters in upper left corner should be noted and these filters carry through each page you access in the report. Another words these filters stay in tact as you move throughout the report:
Use moving bar to click on existing filters:
Customer Level Revenue and Margin:
Contract MIF:
Top/Bottom Contributors:
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Variables
Variables
This alert has no variables
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Alert Functionality
Alert Functionality
-See here for getting Power BI in place.
-Click here to download the template.
-Real time data pulled from eAuto transactions. We do not calculate any data, we are just pulling into report format what eAuto transactions provide.
-Data includes non-metered contracts/ equipment
-Note you must be signed up for ID771 for this to install and run as we push needed support tables.
-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.
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Power BI Reporting
Power BI Reporting
-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
-Use Navigation Tools at top to quickly get to different page and to see filters currently in place:
**Filters do not move from one page to the next
-Drill downs available. For example, click on contract to see details, including NPS Score (based on all surveys asking NPS question "Would you recommend us to a colleague or friend" at bottom:
-Contract Equipment Analysis
**Breaks down based on your Model Classes in eAuto
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-
-KPI for Cost vs Covered Clicks
See which machines are profitable, margins by model category, then see by customer breakdown
-KPI Profitability vs Covered Clicks
Underage shows exposure for competitor, Overage can help see impact of COVID
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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
*Hint follow the steps below to jump to MIF or speed up video play.
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