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Pricefx Copilot, integrated with Customer and Sales Insights dashboards, provides insights, enables business conversations, uncovers trends, drills down for details, filters specific items, offers recommendations on churn risk, margin outliers, and low margin deals, suggests price setting actions, converts insights into actions, and guides users to complete business flows

Pricefx Copilot in connection with Customer and Sales Insights dashboards can provide these benefits:

  • Provide insights within Customer and Sales Insights dashboards

  • Enablement of business conversations related to the data on the dashboards:

    • Uncovering trends in respective areas

    • Drilling down for more granular detail

    • Filtering specific items based on described criteria

  • Provide recommendations on associated use cases:

    • Churn Risk

    • Margin Outliers

    • Low Margin Deals

  • Suggest recommended actions in the price setting area

  • Convert insights into actions (ie. revise Price List, update LPG, etc.)

  • Provide guidance to users to finish the business flow

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Dashboard Analysis Step by Step

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