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Actionable Insights is an automated risk-detection and recommendations engine that identifies gaps and opportunities and recommends optimal corrective action. It is aimed for For a Pricing Manager, Account Manager or Sales Director who is managing a pricing strategy, sales or relationships with customers.

Info

Actionable Insights is an accelerator, so some configuration might be required. For more information on how to approach it, click here.

For analytical tasks, Actionable Insights is an effective tool that allows to create and assign tasks right away from the analytical screen.

The main features of Actionable Insights are:

  • Time-based scheduling

  • Risk/opportunity detection

  • Alert-based actions (data threshold alert, time periods comparison, segment comparison)

  • Setup of follow-up actions and alert notifications

  • Actions section on the Home page

  • Connection to the Notification Center

  • Creation of Actions/Problem detections from Dashboards

The basic building blocks of Actionable Insights are Watchers and Actions. A Watcher’s job is to detect trends in data defined by a set of rules. If a trend is detected, Watchers automatically create predefined Actions and assign them to users. Users can see these Actions on the Home page or the Actions page.