Creating a revenue dashboard in Cube offers invaluable insights into your company's financial performance, highlighting key areas of success and identifying potential growth opportunities. This article guides you through setting up a comprehensive revenue dashboard that visualizes various aspects of revenue generation, from product and market performance to sales representative efficiency.
1. Prepare your data
Before diving into dashboard creation, ensure your Cube data is up-to-date and accurately reflects your business operations by importing data from your source systems and publishing updates from your spreadsheets. This preparation phase enhances the relevance and reliability of your dashboard insights.
To keep your dashboards current, turn on automated dashboard updates.
2. Plan for formulas
Some of the charts in this dashboard are constructed from calculations of your financial data. If you already have the formulas set up as dimensions in your Cube, simply locate these dimensions when filtering your data for each question.
If these formulas are not pre-set, you have two options:
- add new formula dimensions to your Cube
- use custom expressions when building dashboard questions
The examples below include the associated custom expressions for your reference.
3. Build the dashboard – A step-by-step guide
Note: The dimensions used in these examples may vary from the dimension names in your Cube. Verify the dimension levels and names with your dimensions in all question recipes and custom expressions.
This guide includes recipes for the following questions or dashboard visualizations. Click the links below to navigate to a particular question quickly.
- Revenue by product
- Revenue by segment
- Revenue by sales rep
- Open pipeline
- Budget vs. Actual
- Year-over-Year performance
Revenue by product
Understanding revenue distribution across different products helps prioritize product development and marketing strategies.
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Product and Date: Month
Visualization settings
- Visualization type: Bar Chart
- Stacking: Stack
Revenue by segment
Analyzing revenue by segment identifies high-performing segments and areas for expansion.
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Segment
Visualization settings
- Visualization type: Pie Chart
- Show percentages: On the chart
Revenue by sales rep
Tracking individual sales rep performance aids in understanding sales team effectiveness and pinpointing areas for training.
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Closed won
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Value: Auto-binned and Department
- Sort: Sum of value (high to low)
Visualization settings
- Visualization type: Row
Open pipeline
Evaluating the open pipeline offers insights into future revenue streams and the effectiveness of the sales process.
Define your question
- Filters:
- Account: Closed - Amount
- Stage: Active deals
- Date: Previous 12 months
- Scenario: Actuals
- Summarize: Sum of Value
- Group by: Date: Month
Visualization settings
- Visualization type: Bar chart
Budget vs. Actual
Comparing budgeted revenue against actual figures is crucial for financial health assessment and strategic planning.
Define your question
- Filters:
- Account: Expense accounts
- Date: Previous 12 months or preferred period
- Scenario: Actuals and Budget
- Summarize: Sum of Value
- Group by: Date: Month and Scenario
Visualization settings
- Visualization type: Bar Chart
Year-over-year (YoY) performance
Year-over-year performance analysis highlights growth trends and business health over time.
Define your question
- Filters:
- Account: Revenue
- Date: Previous 24 months
- Scenario: Actuals
- Summarize: Two custom expressions, one for the current year and one for the previous year:
SumIf([Value], year([Date]) = 2023)Adjust for the current yearSumIf([Value], year([Date]) = 2022)Adjust for the previous year
- Group by: Date: Month of year
Visualization settings
- Visualization type: Line chart
4. Finalizing your dashboard
Customizing your dashboard’s layout enhances its readability and ensures that the most critical information is immediately visible and comprehensible. Adding textual context to your dashboard can provide additional insight and clarity, making the data more actionable.
Learn more about best practices for building dashboards or how viewers interact with dashboards.
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