Customer Profile Toolkit Section Content

This Toolkit Section supports the population of the Customer Financials & KPIs section of Customer Profiles. It provides a financial KPI framework overview and introduction to the Retailer P&L alongside financial KPI dashboard templates. These dashboards can also be provided pre-populated to accelerate completion of this section of the Customer Profile.

    1. Introduction

    2. The Financial Roadmap

    3. Introduction to the Retailer P&L

    4. Tools & Templates

About this toolkit section

  • Single tab in Customer Profile
  • Also available alongside other Customer Profile tabs in Academy toolkit below:
  • Customer Profile