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Author's profile photo Jan Matthes

Monitor Customer Discounts with SAP Business ByDesign

Sales organizations need to balance the need to push the top line with the overall company target to keep the bottom line stable. This means they have to give a certain amount of freedom for discounts but at the same time track this carefully by sales team, product line or customer.

In the demo below you see how you can take the profit detail report in the managing my area work center and adapt it to track the figures using a KPI:


Setup of the source and KPI for “Discount Monitor”

The KPI is based on the “Profit Detail by Contribution Margin Scheme” report which you can find in the “Managing my area” work center for sales and marketing managers. In order to adapt the report views and selections for your needs you need to do the changes in the “Business Analytics” work center:

Most important is to add and use the characteristic “Price Component” and to select only the discounts and to create selections including the current and last fiscal year.

 

In the Business Analytics work center you can also create and change KPIs. In the following can you see the settings for the Discount Monitor KPI.


a.) General KPI settings: Here you reuse the views and selections (e.g. current fiscal year discounts) from the “Profit Detail” report.


b.) KPI Values and Thresholds: Again you can reuse the views and selections (e.g. last fiscal year) from the report.


c.) KPI Additional Contexts: These are additional report views you want to display in the KPI or use for navigation.


More details on customer analytics can be found here:

This blog post is part of a series of blog posts introducing KPIs for process monitoring and optimization purposes Process Monitoring and Optimization with KPIs.

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      Author's profile photo Mario Smania
      Mario Smania

      Great report, exactly what I've been looking for the whole day!

      When trying to set up this report in our test tenant I would only receive "Not assigned" in the Price Component column and therefore cannot filter for the discounts. Any idea to get this fixed real quick?

      Author's profile photo Jan Matthes
      Jan Matthes
      Blog Post Author

      “Not assigned” means in the report that you do not have transactions which use the price components or that your selection criteria is too narrow to show them.

      Try to go in the report first to the selection and check your settings e.g. profit type (e.g. ordered), Company, Contribution Margin Scheme need to be correct and also you need data in the fiscal period.