KPI set
Base/planned/incremental volume, uplift, gross sales, net invoice value, revenue, cost of goods sold, gross profit, GP ROI %, gross margin %, total and incremental spend, long-term agreement shares.
CollMind TPM · Analytics
Analytics and KPIs: see the formula, trust the number
KPI formulas are not hard-coded; they are defined in the database, editable by administrators and calculated on the server. The target ROI threshold is configurable and KPIs get a red/amber/green colour. Where a product has no cost, profit shows as “could not be calculated” — never as zero or a false green.
The challenge
Three different numbers for the same promotion
Sales, marketing and finance calculate the same campaign’s return with different formulas. When a formula changes, old files keep the old maths, and products with missing cost look profitable.
- ROI and incremental profit definitions vary by team.
- Formula changes are not reflected consistently.
- Missing data is counted as zero and shows a false green.
How it works
- Step 1
Write the definitions
KPI formulas are defined once in the KPI library on an admin screen.
- Step 2
Calculate the plan
As the plan is filled in, KPIs are calculated on the server with the same formulas.
- Step 3
Analyse the plan
The analysis tab shows GP ROI against target, a financial summary, on/off-invoice split and ROI by product group.
- Step 4
Monitor the portfolio
The finance dashboard shows budget usage, budget at risk, spend mix and a cash-flow projection.
Key capabilities
Editable formulas
Formulas live in the database and are edited by administrators; calculation runs on the server.
Targets and colours
Configurable target ROI threshold; KPIs coloured red/amber/green.
Honest about missing data
Products without cost show profit as “could not be calculated”; zero is never assumed.
Plan analysis
GP ROI performance, financial summary, on/off-invoice split, ROI by product group and spend by tactic.
Finance dashboard
Plan performance, budget usage, budget at risk, spend mix and trend, variance, cash-flow projection and mechanic effectiveness; currently based on planned spend.
Screens
Who it is for
Commercial finance
Owns the return definitions and monitors plan and portfolio profitability.
Category managers
See the plan’s status against target ROI on the plan screen.
System administrators
Manage KPI formulas and visibility.
Screenshots use demo data; brand, customer and user names are illustrative. The product UI is shown in Turkish.
Roadmap
Coming next
The items below are not yet available; they are in development or planned.
- In development
Post-promotion evaluation
Planned vs. actual volume and spend once actuals matching is complete.
- In development
Data coverage rate and grey status
- Planned
Planner performance and report export
- Planned
“Why is this number like this?” explanations with Coll (from the audit trail; does not recalculate)
Let’s rebuild your last campaign’s maths
We will show how your own ROI and incremental profit definitions are calculated in CollMind TPM.