Key roles
Actionable Insights is an accelerator that can be used out of the box by business users. As a main focus, it aim aims at account executives and pricing managers or pricing analysts. In the following moments, we will look at how Account execs can benefit from Actionable Insights and how the accelerator works cohesively with other features or capabilities inside the Pricefx application.
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Good to know: This is a specific use case for churn risk. You can check out more use caseshere. |
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The portlet shows whether there is something new happening in the application. By clicking on the action, a detail screen where you can check the details of the type of action you have been assigned. Here, you can see that all this is an action that was created by an Actionable Insights watcher. The system also generates an email alert every time a new action is assigned to you, so you can always stay on top of the game.  The action has an assigned due date, and it provides a description of what is required. In our example, there is a risk of churn that has been detected for a customer because of its decreasing revenue trend over the last month. As an account executive, you should check it out and take appropriate actions to decrease this risk.  In this scenario you see that your customer, has a revenue trend of 0.45 which is higher than what the detection rules are for the watcher: in this example case, 0.2.  To know more details about the action, you can open a dashboard directly on this action. The dashboard is part of the customer insights package and it was generated by the watcher. 
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