Actionable Insights Overview
Actionable Insights is designed for proactive business opportunity and risk detection. It allows for continuous identification of gaps and opportunities, enabling users to choose the most suitable course of action. The system offers a user-oriented setup for detecting "patterns" based on various criteria such as data thresholds, date ranges, or segment comparisons.
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LEARN MORE: Check out our video featuring new enhancements here. |
Enhancements for Clover Club
Additionally, in the Clover Club release there are new enhancements to the system:
Data-driven detection capabilities can be integrated with dashboards specifically for Sales and Customer Insights.
Actionable Insights now supports all analytical charts.
It can utilize data from any Datamart or Optimization outputs.
Actionable Insights now features a built-in Visual Configurator which allows users to create measures using a drag-and-drop editor, simplifying the process of measure creation and customization.
Watchers and Actions in Dashboards
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This is a screenshot of a dashboard related to sales and customer insights. It features a scatter plot titled "Products Revenue and Margin %," which is part of the "Per Product Category Chart." The chart visualizes the relationship between revenue (on the horizontal axis) and margin percentage (on the vertical axis) for various products, each represented by colored dots.
Also, in the upper right corner we see the options for Create Action and Create Watcher, these options allow the business users to initiate these specific tasks or monitoring actions directly from the dashboard.
In the Clover Club release, the Watchers and Actions can now be created directly from within the Pricefx dashboards, using the contextual details, data, and settings present. Additionally these Actions and their Assignees can be set based on additional rules, such as differentiating assignees by levels of revenue or margin. This implies a level of automation or customization in how the dashboard can be used to manage sales and customer interactions, potentially enabling users to respond more dynamically to the data presented.
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UPGRADE VALUE: This enhancement will provide users with real-time, relevant information and alerts that enable them to make informed decisions and take necessary actions based on the insights derived from the data. |
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LEARN MORE: To learn more about this feature in Actionable Insights, click here to access the complete documentation. |
Create Watchers in Multiple Ways
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The illustration above describes the three different methods to create "Watchers," which are designed for monitoring or tracking certain types of data or insights.
Here are the three methods for the creation of Watchers:
Dashboard Insights: This method allows users to create Watchers directly from Sales and Customer Insights Dashboards. It emphasizes the use of applied filters and settings, suggesting that users can customize the data they want to monitor based on specific dashboard configurations.
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The dashboard insights option for creating Watchers is NEW in Clover Club. |
Analytical Charts: Users can also create Watchers from within analytical charts. This implies that the charts themselves can be used as a starting point for setting up a Watcher, likely allowing users to focus on specific trends or data points that are visually represented in the charts.
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The Analytical Charts option for creating Watchers is NEW in Clover Club. |
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UPGRADE VALUE: Through these enhancements of allowing different methods to create watchers, users can customize their monitoring and alerting processes to suit their specific business needs and operational preferences. |
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LEARN MORE: To learn more about this feature in Actionable Insights, click here to access the complete documentation. |
Watchers and Actions in Charts
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This new feature for Actionable Insights in Clover Club illustrates called "Watchers and Actions in Charts," which appears to be part of a data visualization or business intelligence software. The key points highlighted are:
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