Scenario - Scorecard

You are building the scorecard for the CEO of Adventure Works, a bicycle manufacturer that sells bicycles and accessories to global markets. The CEO wants to increase Gross Margin month on month.

  • The Gross Margin % should be higher than the previous month
  • Gross Margin drivers are Total Cost and Total Sales

Definition of Metrics:

  • Gross Margin: Total Sales less Total Costs
  • Gross Margin %: Total Gross Margin divided by Total Sales

Hints:

  1. CEOs usually prefer an at-a-glance view of KPIs to see how a metric is performing against the target.

  2. When you click on a month in the monthly view, the KPIs will be updated accordingly. Check how they will change and find something that might need further analysis

The data is old, as this is a sample data set. Find the latest date and pretend that it’s the current date.