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Extension

Customer Insights Package is an extension of the Sales Insights Package:

  • The configuration settings of waterfall chart is re-used from Sales Insights.

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AdvancedConfigurationOptions
AdvancedConfigurationOptions
Advanced Configuration Options

Name

Description

customer-insights-accelerator

Code Block
languagejson
{
  "sourceName": "Standard_Sales_Data",
  "sourceType": "DM",
  "customerIdFieldName": "CustomerId",
  "customerNameFieldName": "Name",
  "productIdFieldName": "ProductId",
  "productNameFieldName": "ProductName",
  "pricingDateFieldName": "PricingDate",
  "invoicePriceFieldName": "InvoicePrice",
  "marginFieldName": "GrossMargin",
  "quantityFieldName": "Quantity",
  "uniqueIdFieldName": "UniqueId"
}
Info

For more information see the Advanced Configuration Options (Customer Insights).

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Logics
Logics
Logics

Library

  • CustomerInsights

PA Data Load

  • CustomerInsights_Aggregation_Sim

Generic Logic

  • CustomerInsights_CustomerDetails

  • CustomerInsights_CustomerProductsPortfolio

  • CustomerInsights_DimensionFilter_Configurator

  • CustomerInsights_GlobalView

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DashboardsComponents
DashboardsComponents
Dashboards Components

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GlobalViewDashboard
GlobalViewDashboard
Global View Dashboard

Component

Name

Logic

CustomerInsights_GlobalView

Dashboard

CustomerInsights_GlobalView

Company Parameter

PFXTemplate_CustomerInsights_Configuration

Anchor
CustomerDetailViewDashboard
CustomerDetailViewDashboard
Customer Detail View Dashboard

Component

Name

Logic

CustomerInsights_CustomerDetails

Dashboard

CustomerInsights_CustomerDetailView

Company Parameter

PFXTemplate_CustomerInsights_Configuration

Anchor
CustomerProductsPortfolioDashboard
CustomerProductsPortfolioDashboard
Customer Products Portfolio Dashboard

Component

Name

Logic

CustomerInsights_CustomerProductsPortfolio

Dashboard

CustomerInsights_CustomerProductsPortfolio

Company Parameter

PFXTemplate_CustomerInsights_Configuration

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CustomerParameters
CustomerParameters
Customer Parameters

Name

Description

PFXTemplate_CustomerInsights_Configuration, including sample data

The majority of the parameters utilized in the Customer Insights accelerator are stored in this table.

PFXTemplate_CustomerInsights_Customer_Segment, including sample data

Defines the customer segmentation.

Info

For details see Configuration in Company Parameters (Customer Insights).

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AnalyticsSimulationDatamart
AnalyticsSimulationDatamart
Aggregated Data

  • CustomerInsights

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DataSources
DataSources
Data Sources

Name

Description

CI_AggregatedData

Stores the pre-calculated data.

CI_CustomerClassification

Stores information on customer segments and active/inactive attribute for Customers.

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DataLoads
DataLoads
Data Loads

Name

Description

CI_AggregatedData

Runs a logic to fill data into Data Source CI_AggregatedData. This is Data Load of the type Calculation.

CI_CustomerClassification

Runs a logic to fill data into Data Source CI_CustomerClassification. This is Data Load of the type Calculation.

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CalculationFlow
CalculationFlow
Calculation Flow

Name

Description

CustomerInsights_Sequencer

Keeps the data (Data Sources, Datamart) synchronized by filling the DS CI_CustomerClassification before the DS CI_AggregatedData is filled.

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Preferences
Preferences
Preferences

Used for the dashboards - with layouts of the portlets. For more information see View Preferences.

Dashboard

Preference

CustomerInsights_GlobalView

CIGlobalViewDefault

CustomerInsights_CustomerDetailView

CICustomerDetailViewDefault

CustomerInsights_CustomerProductsPortfolio

CICustomerProductsPortfolioDefault

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Dependencies
Dependencies
Dependencies

This accelerator depends on the following accelerators which will be deployed during the installation too: