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Prerequisites

Before you start, ensure that you have:

• Access to a partition on the Pricefx server (8.0 or newer). You will need:

• Server URL

• Partition name

• Username and password for a partition user with sufficient rights for using the Accelerator

Common prerequisites for all accelerators

• Specific prerequisites

  • License on the partition must cover the Analytics and Dashboards modules

  Access to Pricefx PlatformManager

  • Username and password for PlatformManager user

  • The user must have the following permissions for your partition (to which you plan to deploy the Accelerator):

    • Permission Marketplace Templates - deploy

  • Transaction data in the Datamart structure with required fields. For details see Mandatory Data (Sales Insights).

  • Optional Transaction data (mandatory for specific dashboards, such as Period Over Period or Regional Revenue and Margin). For details see Mandatory Data (Sales Insights).

  • For additional waterfall fields see Waterfall Dashboard - Advanced Configuration.

Installation Steps

Select Partition for Deployment

1. Access Go to PlatformManager at https://platform.pricefx.com/ and log in with your account or using O365. If you do not have an account yet, contact Pricefx Support.

2. Go to Marketplace and find the Sales Insights package.
   Note: There are three types of packages:

   • Sales Insights – full package

   • Sales Insights Dashboards – dashboards package, it skips data upload steps, there is no data mapping

   • Sales Insights Upgrade – upgrade package of any Sales Insights package

3. Click the package tile, select the partition where you want to deploy the accelerator package and confirm the deployment dialog to start.
   For detailed description of all deployment options, see PlatformManager documentation.

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