QQsales EN

Interactive Sales and Commercial Margin Analysis

Whether we are talking about a QlikView, Qlik Sense or Qlik Sense SaaS (Cloud) implementation, we offer you an interactive visual analysis package that covers the main basic needs of a company in which sales and commercial margin management is essential for success (especially, but not only in the area of ​​distribution & retail). Let’s not forget that, originally, the concept of Business Intelligence was developed to serve large retail, distribution and banking companies).

QQsales Detail Table of Contents

1. Dashboard Page

The dashboard is the company’s dashboard, which allows you to view essential company data.
Qlik’s dashboards can be compared in terms of functionality to the dashboard of an aircraft.

Both provide essential data for reaching the destination in optimal conditions of safety and efficiency.

Below you can see possible viewing options for a Dashboard and its usual skills.

KPI (Key Performance Indicator) presentations allow the visualization of some essential numbers, generally of the absolute value type, possibly with the visualization of the reference values ​​and with the signaling of the meaning and the positive or negative position of the variation towards the reference/ references.

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Gauge presentations (on-board indicator) allow the visualization of essential numbers, generally of the execution percentage type (usually compared to a previous period or to a budgeted/ planned target).

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2. Timeline Page

LINE GRAPH (TIMELINE) – is a graphical view of the variation of one or more parameters over time. 
Qlik allows several types of analyzes of these line charts, including comparative analyzes of developments.

It is also possible to offer evolutions of several indicators in time in parallel, presented in adjacent objects, but more advanced time-line mechanisms can be built.

Below are the usual Timeline view variants included in QQsales.

Simple TimeLine

The classic Timeline chart allows the identification of the variation of a numerical indicator (measure) according to a specific time dimension, which continuously covers a time horizon.

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Chart Area 

Starting from the first graph presented, we usually derive a graph that highlights the evolution of the time distribution of an indicator, according to an important non-temporal dimension. The temporal, non-temporal dimension, but also the visualized measure can be quickly changed by the user, using the circular options (in QlikView) and the alternative ones (in Qlik Sense).

We recommend avoiding non-temporal dimensions with too many entities, in order to be able to highlight this information in an intelligible way.

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Seasonal Time Chart  

The Timeline Analysis Chart with seasonality allows the identification of the variation of a numerical indicator (measure) according to a specific temporal dimension, overlayed on several years.

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3. Ranking Page

Horizontal Bar Rank

An important element related to the added value delivered by QQ (and supported by the Qlik platform), when implementing BI systems is the construction of a dynamic interface, with objects that change their content in the context of user choices. With this approach, a single object can contain, simultaneously, tens, or hundreds, or even thousands of visualization variants for which the development time and cost in the interface could become huge.

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Dynamic Charts

Un element important legat de plusvaloarea livrată de QQ (și susținută de platforma Qlik), la implementarea de sisteme BI este construirea unei interfețe dinamice, cu obiecte  ce își schimbă conținutul în contextul alegerilor făcute de utilizator.  Cu această abordare, un singur obiect poate conține, simultan, zeci, sau sute, sau chiar mii de variante de vizualizare pentru care timpul și costul de dezvoltare în interfață ar putea deveni uriaș.

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Tables

Even if we are supporters of prioritizing the graphic visualization first, the pivot or straight table representations can bring a high density of presentation….

Straight tables are usually used in analyzes with many measurement columns and 1 column size. They usually also have a summary row (placed at the beginning or end of the table), on the columns with measures. Sorting is immediate, at a click (or 2), on the table header of the column that is to be the main sorting criterion.

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Pivot tables allow for more advanced data structuring and hierarchy, including subtotals and collapse/ expand options. The pivot also allows the placement of columns with horizontal dimensions, for a matrix view.

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Tables with mini-graphics included

All studies of the use of managerial analysis interfaces have shown that graphical visualization is more efficient than a tabular representation in highlighting the essential factors of a busines.

The explanation: the human mind contains a much more advanced image processor than its digital processor, which is applied in a more abstract plane.

For situations where graphic objects cannot contain enough detail, we recommend using mixed objects, in which tables integrate graphic conent into table cells. Graphic representations, including MiniCharts and Whiskers, provide information at a digestible level that is still visually consistent, even if the numerical details are no longer visible at such a density.

Dynamic objects allow a larger number of analyzes to be encapsulated in a single object. With this approach, a single object can contain, simultaneously, tens, or hundreds, or even thousands of visualization variants for which the development time and cost in the interface could become huge.

For example, even for a very simple Bar Chart object with Descending Tops, if it is defined to offer, at the user’s choice, directly in the interface, at the time of consuming the analysis,

any relevant non-temporal dimension (usually there are at least 5-6 such dimensions in less sophisticated companies, but it can reach 20 or more, in the case of companies with high complexity,
any relevant measure in the context (usually again you can quickly overcome a number of 4-5 measures, but even here you can reach an impressive number, of the order of dozens of variants, relatively quickly),
if we talk about value analyzes, measured in money, often the analyzes are done in several currencies, at least in RON and EUR, again at the user’s choice, directly in the interface.

Putting these variants together, even in minimal variants, we obtain in a single object a set of options of 5 measures x 2 coins x 5 dimensions = 50 different variants of analysis. (And this without considering any filtering option on a subset of data in the report generation).

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4. What-If Page

It is an important tool in substantiating decisions.

What-If analyzes quickly generate an unlimited number of scenarios, which are based on custom variables used to answer any “what if…” question.

These analyzes allow you to quickly identify the optimal solutions, with minimal risks, in case of a delicate situation, or to identify the solutions with maximum profitability potential in the future.

In the example below, the included variation parameters (in the left area), which can be changed immediately by cursors (and buttons) are:

  • unit selling price
  • unit cost of sale
  • and the quantity sold

The impact shall be analyzed immediately in all relevant indicators in the context, including the resulting percentage margin difference.

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The analysis can be performed both globally, or of a relevant selection in context, but also individually, at the level of article, product category, manufacturer, etc.

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5. Scatter Analyzes Page

This kind of analyzes are used to visualize the simultaneous spread of a set of 2-3-4 measures in the population of analyzed entities (1 dimension of analysis).

Such an analysis can highlight:

  • similar phenomena by grouping (clustering) the points,
  • or the belonging of the points to certain curves which may suggest possible correlations between the measures analyzed,
  • or the lack of population in certain areas of analysis may suggest phenomenological limitations.

One of the most widespread economic representations is the one in which the value sale is represented on the horizontal axis, and the percentage margin on the vertical one.

With the help of these analyzes, one can quickly identify the performing and the non-performing portfolio on any of the analyzed dimensions (clients, articles, agents, categories and classifications of all, etc.).

In the upper right are the golden hens, who must be given maximum attention and confidentiality, in the lower left are the “losers” who must be moved to the right and / or up, otherwise you can give them up.

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6. Geographical Visualization

Starting from the need to identify the commercially under-exploited geographical areas, on a geographical presentation one can visualize various geo-marketing information:

  • Sales,
  • Sales per thousand inhabitants,
  • No. of customers or no. transactions or deliveries.
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additional declination in Qlik Sense using shape representations associated with dimensional entities

7. View Transaction Details

The detailed representation of the read and / or processed data may also determine the need to use simple or pivot tables.

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8. Data Quality

Starting from the GIGO principle (Garbage In, Garbage Out or Gold In Gold Out), our experience of over 20 years in BI has shown us that this page, which monitors the quality of data read/ processed, is essential.

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9. QQvalidator

Due to the extremely dynamic nature of the analyzes, in order to avoid the risks of error, one of the solutions offered by QQinfo includes in this set of analytics the option to quickly view possible deviations from a set of validation (reference) values ​​that are managed with the QQvalidator engine.

When at least one validation rule is violated, the background of the analysis page turns red, and if the validation is passed successfully, the background of the page is marked in green.

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Minimum 3 Auxiliary Pages

To make it easier to navigate between pages, adopting the new platform or access metadata about data and analysis, in all QQ projects, we add the Intro, How to and Sys (Metadata) pages.

The Intro page brings the general explanations for the application, but also specific details for each page in the interface (a Contents of the application).

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The How To page contains a small lesson on using Qlik for browsing analytics.

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The Sys (Metadata) page provides structured and interactive access to “data about data”. You can quickly identify the tables or columns available in the final data schema of the application and intuitively explore the relationship between them, the columns, and tables with data behind the application.

It is relevant for those who want to add to (or edit) the interface already built.

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We see this analysis package only as a first step (often it is the debut analysis package), but it can be extended with additional views, using the same data, depending on the requirements and the specific context of each beneficiary.
For example, for retailers with a large number (> 50-100) of sales entities (stores / vendors), the classic solutions for monitoring the top performers become too visually charged and the involvement of management principles by exceptions becomes essential, not only in their own activity -said, but even in the visual decline of the analytics (more details soon in a dedicated page).

The analysis package can also be extended by adding new sources, plus processing and related interface, covering:

  • comparison of sales results with plans,
  • evaluation of the current stock and stock history and hence a whole range of rotation analysis (more unique details on how to package these concepts in other QQsolutions packages, such as QQinventory.suite, prevention, QQinventory. healthcheck, QQrelocation, etc.)
  • evaluation of receipts and uncollected balances (including at the level of product category or supplier!), and hence analyzes of cash flow, working capital or CCC (cash cycle conversion)
  • purchases of goods
  • etc.