Cavallo Profit Analytics Release Notes

April 15, 2024

Home Screen Refresh

The Home screen has received a number of visual enhancements:

• Consolidated widget layout
• Widgets were given more height, enhancing the visualizations and y-axis granularity
• Customer Class filter support was added to the Customers: Days Since Last Invoice and Active Customers widgets, allowing for filtering directly on the Home screen.
• Color improvements related to accessibility

Major Margin Drivers improvements

The Margin Drivers feature has received significant improvements in this release. 

• Redesigned Home Screen Widget
  • Includes additional information regarding underlying gains/declines
  • Information is now presented in a consolidated view, no longer requiring the user to switch between tabs
  • Cells are clickable, allowing the user to quickly drill into and evaluate the data behind the numbers they see on the widget. Clicking a cell will take the user to a new landing page with the filters appropriately selected to filter the data based on the context of the cell clicked (e.g. clicking the 'Declines' cell of the 'Quanity' row will result in the user seeing the details screen with the Quanity and Declines quickfilters already selected).

• Enhanced Margin Driver Screen

• More intuitive Quickfilters with easy-to-read summary values
• Reasons in the grid now support clicking through to investigate the underlying data.
• More columns and data are available, like previous vs current period comparisons, and the count of lines and documents related to a given reason in the grid.
• Segmenting now groups the Reasons in the grid, allowing the user to see summaries per segment as well as additional data export options.
• The user can now search the Reasons and segment grids independently.
• Reasons now have an icon to the right where AVA Recommendations are made on how a user may want to respond to a reason.

New Major Feature - Customers: Days Since Last Invoice

The Customers: Days Since Last Order functionality assigns a status to each customer based on the time since their last invoice. The status assigned (Recent, Stale, At Risk, or Churned) can be based on customer-definable thresholds configured at the Company level in Profit Analytics. Reach out to Cavallo if you wish to update your company settings for these thresholds. 

• The default thresholds are:
  • Recent: <= 90 Days
  • Stale: 91 - 200 Days
  • At Risk: 201 - 365 Days
  • Churned: 365+ Days
• The widget is available on the Home screen and Customer hub.
• An easy-access Customer Class filter is available on the widget in all locations where the widget can be found.
• Clicking the chart allows the user to drill into a details screen where the user can filter, export, and investigate detailed customer data. 
• The available data on the detail screen includes 5-year financial values for Sales $, Margin $, and Margin %, allowing the user to pinpoint and prioritize customers they may want to reach out to based on historical sales/margin volume.
• Users can sort/filter based on customer status and create call lists, marketing campaign targets, etc., for their at-risk customers or churned customers, and then share those lists via the Share View feature or by exporting the data to Excel.

Grid & Segment Support for Item Class 

Item Class is now available in grids related to sales line items. It is also available on both the Sales and Margin screens in the 'Segment' by widgets.

PLEASE NOTE: The backend support for this feature will be rolled out over the next week. You may not yet have data to support this feature. We appreciate your patience as we roll this support out.

• Available Locations
  • Items: Top Gainers/Decliners
  • Unique Items Sold
  • Sales by Item
  • Margin by Item
  • Sales by Item Class
  • Margin by Item Class

Notifications

User-created Notifications, as well as system-created Insight Notifications, are now available in the application. Notifications can be accessed via the bell icon at the top right corner of the application. The number of unseen notifications will appear alongside the bell icon.

Clicking the gear icon on the Navigation Pane allows the user to create personalized notifications. Notifications are evaluated and sent daily and will persist in the Notification Pane for 72 hours.

The user can create two types of Notificaitons: KPI, and Customer. 

KPI Notifications

KPI Notifications allow the user to configure notifications to be sent in the event a KPI is Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To a given value at the end of a specified timespan.

• Supported Options:
  •  KPIs: Invoices #, Invoice $, Margin Invoiced %
  • Comparison: Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To
  • Number: number being compared
  • Period: Week, Month, Year

Customer Notifications

Customer Notifications allow the user to specify a notification that will be triggered if a given customer has not had an invoice within a specified length of time.

• Supported Options:
  • Customer: Customer you want the notification to apply to
  • Duration: Duration since last invoice
  • Unit: Days, Weeks, Months

Other Updates

This version of Cavallo Profit Analytics also includes a large number of fixes and updates around the application, including the following:

• Updated margin drivers export email to include more details information regarding what information was exported.
• Optimized queries and indexes to improve overall data load performance.
• Enhanced background styling for margin drivers.
• Normalized widget title formats on the Home screen
• Reduced widget whitespace, enhancing the size and visibility of the widget's contents.
• Updated various UI components to improve user interface consistency and responsiveness.
• Added new invoice grids, updated icons, and unified the UI to streamline the user experience across the platform.
• Addressed issues with void documents in margin drivers.
• Included unit of measure in chart formatting to prevent overlaps.
• Fixed company selection errors, that sometimes resulted in an error message.
• Added numerous tooltips to improve user understanding and interaction with data.
• Implemented retries for data fetches on errors and updated various configurations to enhance data accuracy and application stability.
• Fixed numeric searches in grids
• Improved default sorting in various grids
• Updated alignment of header cells in segment tiles to ensure data consistency and usability.

March 18, 2024

The Profit Analytics application has been updated. Log into Profit Analytics to see the new major features. Please note that if you already have the application open, you may need to refresh the website for the features to display properly. 

Major Features

Export to Excel

• The Export to Excel feature is now available. After clicking the download button on a grid supporting the Export to Excel feature, an Excel file will be generated and a link to download it will be emailed to your account email address.
  

• The download link will be active for one hour after being emailed.

• The Exported file includes column type information, allowing for direct use of Excel functions against the financial and date data in Excel. 

Items Navigation Option & Screen

• There is now an “Items” option in the main navigation bar. Clicking it will take the user to the Items-focused screen where various items-related widgets will be found.
  

Active Customers

• The Active Customers widget now has a 'Customer Class' filter. This filter allows the user to filter the visualized data based on Customer Class.
  

Filter Indicators

• Filter icons have been added to the screen-level filters as well as the widget headers. The icons on the widgets show as enabled or disabled, indicating whether they support the corresponding filter.
  

• If a widget doesn’t support the selected filters, a message will be displayed informing the user which selections that widget supports.
  

Sales Territory and Warehouse Segment Options

• Sales Territory and Warehouse are now available for the user to select on the Sales and Margin by Segment widgets.
  

Enhanced Bar Chart Labeling

• A number of Bar Charts now display stickied labels above four of the charted bars. These four bars represent the minimum and maximum values for each series (current period and comparison period), allowing the charts to convey more key details at a glance.
  

Time Period & Comparison Periods Display the Applied Date Range

• The user can now see the specific date range a given option will apply if selected.
  

• The user can now see subtext within the Time Period and Comparison Period controls displaying the currently applied date ranges, respectively.
  

Margin Drivers Navigation Option

• The Margin Drivers feature, a cornerstone feature of Profit Analytics, is now available via a primary navigation option in the navigation bar.
  

Time Period: Last Calendar Year

• The option for Last Calendar Year has been added to the Time Period screen filter. Selecting this time period applies a date range that spans the previous calendar year (based on the current Reference Date).

SalesPad URI Linking

• Document, Customer, and Item grid columns now support URI linking to SalesPad Desktop. Clicking on a cell with one of these three hyperlinked values will now open that document, customer, or item in SalesPad.
  NOTE: This feature will only work correctly if you are using a browser on a machine where SalesPad Desktop is installed and has access to the same SalesPad/GP company database your Profit Analytics company is connected to.

Other Updates

• Sales & Margin Screens

  • The summary info section of the Sales and Margin widgets is now present on all instances of those widgets in the application.

    

  • The lines on the Margin and Sales widgets that plot the Margin % values over time are now clickable and will take the user to the appropriate details page with a filter applied based on the clicked point.

  • The Sales by Customer and Margin by Customer widgets now display the following additional information: Customer Number, Customer Class.

  • The Sales by Item and Margin by Item widgets have been expanded to better handle long item number and item description values. 

  • The “All Others” value, which is included as a row in the grid-based widgets, will no longer be visualized in the corresponding bar chart if the user clicks to access the related details page. 

• The item number field has been added in places where only the item description was previously displayed.

• Queries have been optimized to boost performance throughout the application.

• Specific widgets will now reload independently instead of requiring the entire screen to reload.

• The default Time Period selected throughout the application is now 12 Trailing Months

• Resolved an issue that caused items with UofM’s that had the same value but different casing to be treated as separate items.

• Updated the application to gracefully handle authentication token failures.

• Resolved an issue where the wrong comparison period date was shown.

• Resolved various labeling inconsistencies.

• Removed visual artifacts and whitespace.