Contextual Buttons

Actionable Insights is already integrating seamlessly with Dashboards, Charts, Customer Insights and Sales Insights. You have already seen the benefits of Sales Insights and Customer Insights, so now we will look at how you can quickly benefit from Actionable Insights in Dashboards and Charts.

How To

Let’s take SI Waterfall as our example dashboard. Now when the dashboard loads there is a button in the right corner that will allow you to create contextual actions right from the dashboard. When you do this, the dashboard is essentially added into the action as a contextual object for that particular action.

You can create a new action in the context of this chart and the link will be provided automatically.

Create a Watcher from Data Tables

Moreover, you can create a new Watcher from a data table.

If you click on a particular data table, you can transfer the data table and all inputs as well as its definition into your chart. You can also see that by doing so, we are already in a new Watcher page.

This will be already pre-filled with all inputs from the data table and you can have the results already available in the table. (see last screen) You can now continue to set up the Detection Rules to create detection rules based on the data you have available. At this point follow the same flow as in Actions.

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.

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.