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Dashboards is not the only place in the application where you get these contextual buttons and although we are still in process of completing them, the buttons will be available throughout most of the solution, in other chart types, in more dashboards and also in other parts of the application.

How To Create Actions from Charts

To show how this looks in Pricefx, we used Customer Insights – Global View Dashboard. This displays data about the customers, their health score which is important for Customer Insights. All these numerical values can be watched now by Watchers and they can use them to trigger alerts or show notifications and create actions for users.

For this example, we will look at cross sell opportunities. In the bucket of customers, you can see that there are some which display a cross sell opportunity. Reacting to this would be beneficial if you are aware of it. As such, you can create a watcher either directly from the portlet. Alternatively, you can use the dashboard. If you create from here, you will be asked from which portlet you want to create the Watcher.

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All the data will be displayed to the Watcher: inputs can be found on the left-hand side as before where you can make changes if needed, as well as the portlet which shows you the sell opportunity. Here you can set up your detection rules as needed.