Extension

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

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

Advanced Configuration Options

Name

Description

customer-insights-accelerator

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

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

Logics

Library

CustomerInsights

PA Data Load

CustomerInsights_Aggregation_Sim

Generic Logic

CustomerInsights_CustomerDetails
CustomerInsights_CustomerProductsPortfolio
CustomerInsights_DimensionFilter_Configurator
CustomerInsights_GlobalView

Dashboards Components

Global View Dashboard

Component	Name
Logic	`CustomerInsights_GlobalView`
Dashboard	CustomerInsights_GlobalView
Company Parameter	PFXTemplate_CustomerInsights_Configuration

Customer Detail View Dashboard

Component	Name
Logic	`CustomerInsights_CustomerDetails`
Dashboard	CustomerInsights_CustomerDetailView
Company Parameter	PFXTemplate_CustomerInsights_Configuration

Customer Products Portfolio Dashboard

Component	Name
Logic	`CustomerInsights_CustomerProductsPortfolio`
Dashboard	CustomerInsights_CustomerProductsPortfolio
Company Parameter	PFXTemplate_CustomerInsights_Configuration

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.

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

Aggregated Data

CustomerInsights

Data Sources

Name	Description
`CI_AggregatedData`	Stores the pre-calculated data.
`CI_CustomerClassification`	Stores information on customer segments and active/inactive attribute for Customers.

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.

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.

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`

Dependencies

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

Architecture Components (Customer Insights)