Learning Path for Business Analysts

Business Analysts require tools to identify, evaluate, and analyze the information to make timely decisions. This Learning Path will guide you through the different Pricefx analytical capabilities that graphically display the business results with customer and sales insights to make accurate decisions.

Business Pains & Challenges

• Wrong Data - how to trust the analyzed data? Is the data accurate?

• Margin Leakage - can you see where the company is losing money?

• Flexible Adjustments - how easily can you change the graphs, filters, colors, displays, etc.?

• Lack of Visibility - can you see all the relevant information in one place? How long does it take to gather it?

• True Profit Drivers - can you easily identify the right drivers to evaluate customer/product performance?

Pricefx Solution - Analytics

Pricefx provides the necessary insights into the Analytics with different Dashboards and Charts to quickly analyze sales, customer, and product data with minimum effort. You can trust the results of the Analytics since the system is updated frequently with accurate real-time data, providing different filters with relevant fields to make your searches, and very easy to customize the way you need it. Analytics offers different chart types and Dashboards to identify opportunities and evaluate business strategies and impacts for deep analysis.

Dashboards

Represent a collection of charts (portlets) that display summary information, which enables you to build important and actionable business views based on your business needs. Dashboards can be displayed on your Home Page or through the Dashboards main menu.

• Overview Dashboards - Business User Knowledge Base - Pricefx Knowledge Base

  • Key Functionality Dashboards - Business User Knowledge Base - Pricefx Knowledge Base

  • Creating a New Dashboard - Business User Knowledge Base - Pricefx Knowledge Base

  • Customizing the Dashboard Layouts - Business User Knowledge Base - Pricefx Knowledge Base

  • Exporting Dashboard Contents - Business User Knowledge Base - Pricefx Knowledge Base

Data Analyzer (charts)

Analytics tool that displays detailed information, focused on specific topics for the deepest analysis.

• Overview Analytics - Business User Knowledge Base - Pricefx Knowledge Base

  • Key Functionality Analytics - Business User Knowledge Base - Pricefx Knowledge Base

  • Chart Types and Their Uses - Business User Knowledge Base - Pricefx Knowledge Base

  • Understanding Your Data Sources Analytics - Business User Knowledge Base - Pricefx Knowledge Base

  • Producing Revenue and Margin Charts Analytics - Business User Knowledge Base - Pricefx Knowledge Base

  • Identifying Margin Leakage with Waterfall Charts Analytics - Business User Knowledge Base - Pricefx Knowledge Base

Rollups

Persisted Analytics Queries. Represents the templates you can build with aggregated data and specific filters for further performance improvement.

• Using Data Rollups Analytics - Business User Knowledge Base - Pricefx Knowledge Base

Improvements & New Releases: Paper Plane Updates - Dashboards, Rollups, Series - Business User Knowledge Base - Pricefx Knowledge Base

Quiz 4: Analytics - Dashboards

Analytics - Charts