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Margin Analysis Dashboard

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Introduction

BillOps introduces new Margin metrics for Margin Value and Profit Margin, enabling partners and distributors to analyze and compare their buy price vs sell price, along with applicable margins on a month-over-month/day-over-day/year-over-year basis.

Margin analysis is now supported through various configured dashboards and widgets, including the following:

  • Trend Widget
  • Cost Summary Widgets
  • Billing Inventory
  • Variation by Dimension Widget
  • Variation Widget
  • Measure by Dimension Widget

Role-Based Access Control (RBAC) is also now supported for margin visibility in this release. Essentially, if the logged in user does not have access to either of Billed Cost or Contracted Cost, they will not see this option.

As partners and distributors carry out billing and cost usage transformations, they need to continuously analyze, assess, and compare their own spend against customer spend and the corresponding margins on a month-over-month basis.

The Margin Analysis Dashboard, delivered through BillOps, allows users to perform such analysis effectively. It is made available through various pre-configured dashboards, including cost summaries, spend and margin trends, and variance reports.

Introduction

Margin Analysis Dashboard

Perform the following steps to view and take actions on the Margin Analysis Dashboard:

1. Login to the Platform

You should see a landing page based on your preferences.

2. Navigate to Margin Analysis Dashboard

On the left navigation pane, click FinOps > Dashboard.

Then, click the drop-down on the top-left side of the screen and select the Margin Analysis Dashboard. The Margin Analysis Dashboard appears and it provides a comprehensive overview of your margins and performance metrics.

Navigate to Margin Analysis Dashboard

3. Select Value for "Time Range" Filter

The Filters section shows the standard filters -- Time Range, Granularity, Currency, and Metrics. Users also have the option to add custom filters.

To select another time range, in the Time Range filter, click the drop-down list and select another time range as per which you would like to focus your analysis on.

Select Value for 'Time Range' Filter

4. Confirm Your Selection

Click Ok to confirm your selection.

5. Select Custom Range

To narrow down your data set and make your analysis more precise, you can select relevant options in the filters. For example, in the Time Range filter, select the Custom Range option. Next, click the calendar and select a time range, and click Ok to confirm your selection.

6. View Margin Summary

View the Margin Summary widget that shows -- Total Billed Cost, Total Contracted Cost, Total Margin Value, and Profit Margin.

View Margin Summary

7. Select Options for the Filters

Select any relevant options in the standard filters to apply them to the dashboard.

8. Select Value for "Metrics" Filter

For example, click the Metrics filter and select an option. Details will be shown in the dashboard as per the selected option.

Select Value for 'Metrics' Filter

9. Add Custom Filter

To add a custom filter, click ADD+.

Add Custom Filter

10. Select "Cloud Provider"

From the list of filter options that appear, select an option. For example, in this case the user selects Cloud Provider.

11. Select Value for the Custom Filter

To add a value for the custom filter, click the drop-down list and select a value.

12. Confirm Your Selection

Click Ok to confirm your selection.

13. Click "Actions"

To take any action in the Margin Analysis Dashboard or widget, click Actions.

Click 'Actions'

14. Select an Action

Users can take any of the following action on the dashboard, based on their need:

15. Select Page View

The View drop-down list shows the list of views and users can switch to another page view any time. To change the view, click the drop-down list and select another view. The dashboard details will change and show details as per the slected view. You can click the delete icon to remove a dashboard view.

16. Take Action on a View

Users can click the ellipses and take any of the following action on a page view:

  • Reset to View
  • Update View
  • Create New View

17. Create New View

To create a new dashboard view, click the ellipses and select Create New View.

Create New View

18. Save New View

In the Create New View dialog box, in the Name box, enter the name of the new dashboard view and click Save.

Note: If you want to make the view as a private view, then select the Private View check box. Private views appear under the Private classification section of the View drop-down menu.

19. Select an Action on Filter Widget

To take any action on the Filter widget, click the ellipses and select any of the following actions:

  • Configure widget
  • Export config
  • Copy

20. Take Action on Margin Summary Widget

To take an action on the Margin Summary widget, click the ellipses and select any of the following actions that you would like to take:

  • Add Widget
  • Configure Widget
  • Export Config
  • Copy
  • Cut

21. Select "Configure Widget"

To configure widget details, click Configure widget. The Configure widget screen appears where you can make updates to the widget and then click Finish.

Select 'Configure Widget'

22. Enlarge Widget View

Users can click the icon with "four arrows pointing out" to enlarge a widget view and they can click back the icon to view the widget in standard size.

Enlarge Widget View

23. Select "Export Config"

Click Export config to export the widget.

24. Copy and Cut Actions

To copy a widget to another location in the dashboard, select the Copy action and to cut a widget, select the Cut option and paste the selected widget in desired location.

25. Hide or Display Filters

Users can click the Filter icon to hide or show the standard and custom filters.

Hide or Display Filters

26. View Accumulated Spend

In the Cost Trend widget, click the ellipses and select Accumulated Spend to view accumulated spend details.

27. View Distributed Spend

Again, in the Cost Trend widget, click the ellipses and select Distributed Spend to view the distributed spend.

28. View Drilldown Details

In the Margin Trend & Variation > Trend widget, click on a data point in the graph to view drilldown details. The drilldown details appears in a new pop-up window. In the Margin Variation Drilldown window, click on the data point for which you would like to view detailed information. Keep clicking data points to view detailed information.

29. Select "Limit Data"

In a widget, click the ellipses and select Limit Data, then select any option as per which you would like details to be displayed in the graph.

30. Select "Swap Axis"

In a widget, click the ellipses and select Swap Axis to exchange the horizontal axis with the vertical axis, and vice versa.

31. Select "Table View"

Click the square icon to view the widget details in tabular format.

32. Select "Chart View"

Click the graph icon to view the widget details in chart form.

33. Select "View As"

In the widget, click the ellipses and click View As, then select an option (for example: Stacked Column) to view the graph in different format. You will have to select one format from the list that is being displayed.

34. Additional Actions

Some additional actions that users can take on widget are:

By effectively utilizing the Margin Analysis Dashboard, users will gain valuable insights into their financial metrics, allowing them to make informed decisions. The feature empowers teams to analyze trends, optimize margins, and ultimately enhance their financial performance, ensuring sustained business success.

Updated about 1 month ago