Customer Scorecard Overview
📕 Description
Customer Scorecard dashboard lets producers compare individual customer performance across peers and market segments, including trends against the same period last year.
A built-in customer view hides sensitive margin data, allowing producers to share key performance metrics and align on improvement goals that reduce costs for both parties.
🎯 Management Questions
- How does an individual customer compare against one another or against all customers in their segment?
- For customers performing below the all customer or segment average, which factors are negatively impacting their performance?
- For customers performing below the all customer or segment average, which projects, job sites, products are negatively impacting their performance?
💰 Opportunities
Customer Scorecard does not display any opportunity value
❓FAQ
📊 Data Inclusion
Cancelled & Pick up deliveries are excluded
✅ Data Requirements
Dispatch stream required including access to invoicing and material cost data