Datamart with Transaction Data
Below fields are used in Basic Analysis Dashboard:
Product ID
Product Name
Product Group
Customer ID
Customer Name
Customer Class
Customer Type
Invoice Price
Quantity
Pricing Date
Pricing Date Week
Pricing Date Month
Pricing Date Quarter
Pricing Date Year
(Gross) Margin
(Gross) Margin Percentage
Sales Channel Discount (optional)
Promotion Discount (optional)
Competitor Discount (optional)
Volume Discount (optional)
Customer Negotiated Discount (optional)
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Please keep in mind that only proper data is needed, there is no need to match name/label with POP’s predefined names. Mapping Datamart fields to the dashboard is done in the next step.