DD16 Profit & Margin: how it was built
Is discounting worth what it costs in margin? Rebuild this dashboard step by step in the Data Canvas.
DD16 · Profit & Margin
Code in this build: 3 widgets written in SQL, and 4 filter, chart or pivot settings written as code.
The question: Is discounting worth what it costs in margin?
Who asks, and when: The CFO, quarterly board pack.
The decision: Whether discounting is worth what it costs in margin.
What the dashboard shows: Q4 discounting costs about six points of margin every year: the discount rate runs near 6% for three quarters and 14.5% in Q4, and margin falls from 33.49% to 27.94% in 2024 and from 35.35% to 29.03% in 2025 - every category gives ground, Laptops most of all.
Follow the pictures below, in order, and you end up with the same dashboard. Every step is one thing you do in the Data Canvas, on the demo data that installs with DataPallas.