Financial and Revenue Intelligence Toolkit | Tableau Exchange

Financial and Revenue Intelligence Toolkit

by Zuar


Zuar’s Accelerator for Financial and Revenue Intelligence enables you to understand your overall business performance, how and where your business is growing this year, what strategic growth could look like in the future and how the inventory of the products that you carry will change – and impact your business – over time.

From the summary KPIs in the Financial Intelligence Toolkit, you can navigate to the

  • YTD Growth Watch, where deep details about growth across key sectors of your business enable you to optimise how your organisation operates;
  • Strategic Growth Forecast, where you can see the relationship between orders and revenue growth and provide more accurate and data-driven sales forecasts to your leadership;
  • And the Inventory Supply Planner, where you can make sure that inventory stock levels will enable your revenue goals.

Zuar built this Accelerator from their work with CPG and Retail customers: click here to connect with them to learn more.

Answer Key Business Questions

  • What is revenue year to date, and how does it compare with the prior period?
  • What is revenue across critical sectors of our business, as well as month over month?
  • Which customers are driving growth, and which are at risk?
  • What’s our forecasted revenue, and how do we expect different segments of our business to change?
  • How do we expect the sales and orders from each customer to change?
  • What are inventory stock levels, and what are projections for our product lines in the future?
  • What is our inventory on hand, and what’s the forecast for each of our product lines for the next six months?
  • How much revenue is at risk from depleted stock levels?

Monitor and Improve KPIs

  • Revenue YTD (Dollars)
  • Change in Revenue over Prior Period (%)
  • Change in Sales (Dollars and %)
  • Change in Orders (PO Count and %)
  • Change in Average Order Size (Dollars/PO and %)
  • Change in Order Frequency (Days Between Orders)
  • Current Inventory in Units
  • Replenishment Rate in Units per Month
  • Sales Forecast in Units per Month
  • Revenue at Risk due to Stock Shortages
  • Projected Ending Supply Balance
  • Projected Supply Balance Over Time
  • Months of Stock at Current Rate of Sale

Required Data Attributes

Strategic Forecast Summary: Order Detail, detail for the last 12 months + Opportunity detail for the next 12 months

  • Date (date)
  • Customer (string)
  • Account Manager (string)
  • Channel (string)
  • Region (string)
  • Order ID (string)
  • Record Type (Order or Opportunity) (string)
  • Days Since Last Order (int)
  • Sales Total (from Orders) (currency)
  • Sales Forecasted (from Opportunities) (currency)

YTD Growth Watch: Order Detail, starting from the beginning of the prior year.

  • Date (date)
  • Customer (string)
  • Channel (string)
  • Account Manager (string)
  • Region (string)
  • Product Line (string)
  • Product Name (string)
  • Sales Total (Dollars)

Inventory Planning

  • Product Line (string)
  • Product Name (string)
  • Product ID (string)
  • Quantity on Hand (int)
  • Price (currency)
  • Stock Par Max (Units) (int)
  • Stock Par Min (Units) (int)
  • Date (date)
  • Item Quantity Forecasted (Units) (int)
  • Replenish Quantity Expected (Units) (int)


Supports data mapping


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