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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.

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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:

ID771Home.png

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).

ID771b.PNG

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:

ID771c.PNG

Use moving bar to click on existing filters:

ID771d.PNG

Customer Level Revenue and Margin:

ID771Contracts.PNG

 

Contract MIF:

ID711_ContractMIF.PNG

Top/Bottom Contributors:

ID771_TopBottom.PNG

 

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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

ID771Top.PNG

 

-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:

ID771ContractSpecificProfit.PNG

-Contract 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-

 

ID771ContractEquipAnalysis.PNG

-KPI for Cost vs Covered Clicks

See which machines are profitable, margins by model category, then see by customer breakdown

 

ID771CostCoveredClicks.PNG

-KPI Profitability vs Covered Clicks

Underage shows exposure for competitor, Overage can help see impact of COVID

 

ID771ProfitClicks.PNG

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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 Across Contract Coverage Period

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)

 

Clicks from Invoice Period Billed

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

**All clicks are in the period they were invoiced, clicks are not allocated across coverage periods

 

Actual Clicks Run Period

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

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:

mceclip1.png

Meter Type Category:

mceclip2.png

 

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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

Webinar recorded October 5, 2022

 

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