Web Template: Customer Value Analysis: Overview (SAP Library

Web Template: Customer Value Analysis: Overview

Technical name: 0TPL_COCKPIT_CUSTOMERVALUE

Use

This Web template provides an overview of how much revenue your company makes with which particular customers (A, B, or C customers) and of the contribution margin I of these customers. The ABC classes are determined using the ABC Classification ABC Classification Based on Profit (0CRM_COPA_C02_ABC_ON_PROFIT).

The initial screen of this Web template shows different views of the query Customer Profitability (0COPA_C02_Q0002):

Profit by ABC Class: This diagram shows for each ABC class the percentage of all customers contained in that class, the percentage of the overall revenue that was made with the customers in that class, and the percentage of the contribution margin I of those customers.

Profit Over Time: This diagram shows how the revenue and contribution margin I have developed over time, based on quarterly figures.

Profit: This table shows for each ABC class the absolute value of the number of customers the class contains, of the revenue made with the customers in that class, and of the contribution margin I of those customers.

From within the navigation area, you can access a workset containing even more detailed analyses of customer profitability.

You can also access the workset Customer Lifetime Value (CLTV). This workset shows the results from the CLTV Model CLTV Based on Customer Profitability (0CRM_COPA) and from the CLTV Prediction CLTV Prediction Based on Customer Profitability (0CRM_P_COPA). These results are displayed as views of the queries CRM CLTV Models (0CRM_OLVM_Q0001) and CRM CLTV Predictions (0CRM_OLVF_Q0001).

Integration

The Web template Customer Value Analysis: Overview is contained in the role Customer Value Analysis (SAP_BWC_CUSTOMER_VALUE).

To access both of these worksets, you also need the roles Customer Value Analysis: CLTV (SAP_BWC_CUSTOMER_CLTV) and Customer Value Analysis: Profitability (SAP_BWC_CUSTOMER_PROFITABILITY).

The analyses in the initial screen of the Web template and in the workset Customer Profitability are based on the InfoCube CO-PA: CRM Marketing (0COPA_C02).

The analyses in the workset Customer Lifetime Value are based on the ODS objects CLTV Models (0CRM_OLVM) and CLTV Prediction (0CRM_OLVF).

Prerequisites

You have performed the ABC classification ABC Classification Based on Profit (0CRM_COPA_C02_ABC_ON_PROFIT) with the query CRM CO-PA: Data Collection for ABC Model (0COPA_C02_Q0003).

You have performed a copy of the CLTV model CLTV Based on Customer Profitability (0CRM_COPA) using the query CLTV Cluster Number (0COPA_C02_Q0001).

You have performed a copy of the CLTV prediction CLTV Based on Customer Profitability (0CRM_P_COPA) in connection with the CLTV model 0CRM_COPA.