Customer Insights Dashboard 1.0

Owned by
Jana Volencová
Last updated: Jun 17, 2024 by
Ioana Kocurova

New Features

  • [PFPCS-1717] - Potential by Product Attribute

  • [PFPCS-2328] - Open a new dashboard in a new web browser tab

  • [PFPCS-2400] - [Customer Product Portfolio]_Adding Product Health Score

  • [PFPCS-2402] - [Customer Product Portfolio]_ new table: Cross-Sell and Up-Sell Opportunity

  • [PFPCS-2445] - [Customer Global View]_ new table: Cross-Sell and Up-Sell Opportunity

Stories

  • [PFPCS-16] - Customer Insight Dashboard

  • [PFPCS-419] - Aggregated Datamart for YTD data

  • [PFPCS-689] - Documentation - Aggregated Datamart

  • [PFPCS-690] - Documentation - Dashboard Configuration

  • [PFPCS-1203] - Data Pre-processing

  • [PFPCS-1204] - Customer Insights - Customer Details

  • [PFPCS-1306] - Update Customer Revenue And Margin Trend Last 12M & Projection chart

  • [PFPCS-1370] - Customer Insights - Global View

  • [PFPCS-1418] - Customer Insights - Customer Products Portfolio

Tasks

  • [PFPCS-1075] - Manage Sonar bugs and code smells on Customer Insights

  • [PFPCS-1113] - Update Product DM in QA partition

  • [PFPCS-1117] - Update Sales standard data DS in QA partition

  • [PFPCS-1718] - Trend symbols

  • [PFPCS-1743] - Adjust [End date] for time filters

  • [PFPCS-1812] - Upload new data in 2020

  • [PFPCS-1837] - Should check null value in operator of DashboardUtils element in Customer Detail View

  • [PFPCS-2030] - Create guideline how to configure Customer Insights Dashboard

  • [PFPCS-2365] - Setup autopublishing for CID package

  • [PFPCS-2395] - Create document for CIDs introduction

  • [PFPCS-2536] - [CID] Create deployment script

  • [PFPCS-2539] - [Portfolio] Pricing Opportunity by Worst Products should be hidden by default

  • [PFPCS-2558] - Fix release package-remove gitignore

Improvements

  • [PFPCS-1032] - Code Improvement from Sonar

  • [PFPCS-1067] - Show customer Id, customer name under the title of embedded dashboard

  • [PFPCS-1194] - Double bar graph in embedded charts

  • [PFPCS-1432] - Rename label "FieldName" to "Dimension Filter"

  • [PFPCS-1451] - Consistent Start and End Date for processing

  • [PFPCS-1490] - Consistent name for portlet header and chart

  • [PFPCS-1509] - Change configuration.RevenueFieldName to configuration.InvoicePriceFieldName

  • [PFPCS-1518] - Display percentage for trend value L12M

  • [PFPCS-1526] - Move calculation for potential to Simulation logic

  • [PFPCS-1527] - Update logic to get Potential for Global View dashboard

  • [PFPCS-1558] - Refactor element "GetTopCustomers" of Customer Global view

  • [PFPCS-1565] - Fix some sonar bugs in customer detail view dashboard

  • [PFPCS-1578] - Move some common inputs to libs

  • [PFPCS-1627] - Fix some sonar bugs

  • [PFPCS-1633] - Adding Unknown field to Cross Selling Opportunity table (Portfolio)

  • [PFPCS-1683] - Classes into Data Filter (Category)

  • [PFPCS-1726] - Product attributes input should get dimension attributes

  • [PFPCS-1727] - Rename "Buying Frequency" to "Number of transactions" in all dashboard

  • [PFPCS-1731] - Should set sortBy and list of attributes in function api.stream

  • [PFPCS-1805] - Formatting label

  • [PFPCS-1811] - Update waterfall chart structure from AP setting

  • [PFPCS-1842] - Tooltips improvement - Revenue and margin trends & projections chart

  • [PFPCS-1847] - Change solution from memoryDB to non-memoryDB

  • [PFPCS-1907] - Correct value on Opportunity table of Portfolio dashboard

  • [PFPCS-1916] - Just show max 100% in axis of chart

  • [PFPCS-1917] - In Dimension filter, if change value of "Category" field, old value of "Value" field should be reset to null/empty

  • [PFPCS-1979] - Hiding 0 value in table Potential by Product Attribute

  • [PFPCS-1992] - Change arrow to fix problem on Pricefx and visible dashboard input items in portlet selection

  • [PFPCS-2019] - Remove items as: ROWID and Scenario in Dimension Filter - Category

  • [PFPCS-2020] - Show "no data" in case no customer is selected

  • [PFPCS-2021] - Customer Detail View - Customer Revenue and Margin Trend & Projection - Change labels

  • [PFPCS-2022] - Global View - Pricing Opportunity: Change color for top/worst group

  • [PFPCS-2023] - Customer Detail View - Number Of Transaction Trend & Projection - Change labels

  • [PFPCS-2025] - Set display mode is 'Never' for some elements in Simulation logic

  • [PFPCS-2042] - Regression line should be a line in chart

  • [PFPCS-2057] - Improve performance of simulation logic

  • [PFPCS-2058] - Improve performance of customer product portfolio dashboard

  • [PFPCS-2076] - Improve performance of some elements in simulation logic

  • [PFPCS-2221] - Add Customer Segment to Simulation

  • [PFPCS-2237] - Customer Global View: Merge other metric process to SQL (in the same with X-sell/Up-sell/RevenueBelowTarget

  • [PFPCS-2264] - Support multitype source to get customer segment

  • [PFPCS-2282] - [Customer Product Portfolio] Update list value of Product attribute in Potential By Product Attribute table match with Opportunity table

  • [PFPCS-2286] - [Customer Global View] Remove Sorted element

  • [PFPCS-2288] - Update UI_Revenue and Margin Contribution chart

  • [PFPCS-2305] - [Customer Product Portfolio] Should use api.local to pass return value in element "GetDataForPotentialPerProductAttribute"

  • [PFPCS-2318] - [Customer Product Portfolio] Update logic of element GetTopAverageInvoicePriceByCustomerClassData to improve performance

  • [PFPCS-2456] - [Simulation] refactor simulation logic

  • [PFPCS-2500] - Change format number in charts and tables

  • [PFPCS-2501] - Update label and default value of DataFilter

  • [PFPCS-2502] - [Customer Global View] Pricing Opportunity and Opportunity table - Just show the WORST customers

  • [PFPCS-2503] - [Customer Detail View] View some value on click-through portlet

  • [PFPCS-2508] - [Customer Detail View] Update regression value in charts

  • [PFPCS-2512] - [Customer Detail View] - Customer Summary portlet- Adding more info

  • [PFPCS-2513] - [Portfolio] – Revenue Below Target by Product Group chart – change name to Pricing Opportunity by Product Group.

  • [PFPCS-2514] - [Global View and Portfolio] – the Health tables: all the Last 12 M and YTD trends will be in removed from Health table and moved to a new table Trends.

  • [PFPCS-2515] - [Simulation] Customer Segment- adding separator in between the particular items

  • [PFPCS-2519] - [Portfolio] – rename "Revenue Below Target" to "Pricing Opportunity"

  • [PFPCS-2528] - [Customer Detail View] - Customer Summary portlet- Adding more info

  • [PFPCS-2529] - Opportunity tables in Global and Portfolio – Please rename to Selling Opportunity

Sub-tasks

  • [PFPCS-672] - Embedded Waterfall Chart

  • [PFPCS-681] - Embedded Breakdown Revenue Chart

  • [PFPCS-682] - Embedded Revenue and Margin Chart

  • [PFPCS-693] - Reporting hierarchy configurable

  • [PFPCS-694] - Customer health score Calculation

  • [PFPCS-695] - Buying Frequency Calculation

  • [PFPCS-713] - Create TDD4C for Embedded Waterfall Chart

  • [PFPCS-824] - Adding label to show the chosen Customer ID or Product Group in all Charts

  • [PFPCS-887] - Cross Selling Opportunity

  • [PFPCS-944] - Adding Waterfall chart with percentage value

  • [PFPCS-1109] - Set up Simulation to run automatically

  • [PFPCS-1136] - Adding message to the chart when no data exist

  • [PFPCS-1137] - Update attribute in PP Report Hierarchy to define the element we want to disable

  • [PFPCS-1154] - Comparing data between periods

  • [PFPCS-1176] - Rename element and method to CustomerInsights instead of CustomerInsight

  • [PFPCS-1189] - Adding Volume trend into Customer Health Score

  • [PFPCS-1374] - Add Pricing Opportunity table as old DB

  • [PFPCS-1375] - Apply Dashboard Library into this dashboard

  • [PFPCS-1389] - Add more item in time filter 'last 12 months' to compare with 12 months before

  • [PFPCS-1408] - Apply Dashboard libs to existed chart in Customer Detail View

  • [PFPCS-1409] - Add Revenue Breakdown to customer Detail View

  • [PFPCS-1410] - Add Waterfall Chart to customer Detail View

  • [PFPCS-1411] - Add Revenue and Margin per Quarter to Customer Detail View

  • [PFPCS-1421] - Add more 2 items in time filter

  • [PFPCS-1422] - Add Pricing Potential table

  • [PFPCS-1425] - Update logic classification for customer base on new update

  • [PFPCS-1452] - Refactor code for Customer Global View based on new structure data from Pre-Process

  • [PFPCS-1463] - Calculate Trend L12M based on dynamic months

  • [PFPCS-1475] - Update charts based on new changes of Highchart libs

  • [PFPCS-1478] - Add Cross Selling Opportunity Table

  • [PFPCS-1479] - Add Average Invoice Price table

  • [PFPCS-1480] - Add Potential per product type Table

  • [PFPCS-1481] - Add Potential per product table

  • [PFPCS-1482] - Add Bar & line chart showing Potential

  • [PFPCS-1483] - Add Customer Dashboard Portfolio Dashboard Inputs

  • [PFPCS-1535] - Add Pie chart showing sum of Potential and % of Total Potential per product type

  • [PFPCS-1588] - Set default value for List of Product Attribute is "Product Group"

  • [PFPCS-1628] - Add if statement braces

  • [PFPCS-1629] - Add type for Constant in CustomerInsights.Constant

  • [PFPCS-1699] - Revenue and Margin Contribution chart

  • [PFPCS-1830] - Update Calculation of Customer Health Score

  • [PFPCS-1831] - Update calculation of Revenue/Margin/Volume trend last 12M

  • [PFPCS-1832] - Add calculation of Revenue, Margin and Volume trend YTD

  • [PFPCS-1833] - Update calculation of Cross-Sell Opportunity - Global View

  • [PFPCS-1834] - Update calculation of Revenue below target

  • [PFPCS-1840] - Calculation for Cross-Sell Opportunity - Customer Product Portfolio

  • [PFPCS-1846] - Up-sell will be part of the Cross Selling Opportunity table which will be renamed to Opportunity

  • [PFPCS-1936] - Change solution from memoryDB to non-memoryDB In Simulation logic

  • [PFPCS-1937] - Change solution from memoryDB to non-memoryDB In Customer Global View Dashboard

  • [PFPCS-1938] - Change solution from memoryDB to non-memoryDB For Revenue Breakdown chart In Customer DetailView Dashboard

  • [PFPCS-2284] - Add more CustomerId parameter for some functions

  • [PFPCS-2406] - Change Revenue Below Target = Potential calculation

  • [PFPCS-2407] - Change % Revenue Below Target calculation

  • [PFPCS-2408] - Change Pricing Opportunity table

  • [PFPCS-2416] - Add Product Health Score into Simulation

Change Requests

  • [PFPCS-1685] - Top/worst sorting not working properly

  • [PFPCS-1692] - Add Margin to the Customer Revenue Trend and Projection chart

  • [PFPCS-1693] - Average Invoice price per the relevant customer into Average Invoice Price table

  • [PFPCS-1714] - Merge Customer Health Score table with Customer Insight Summary table

  • [PFPCS-1715] - Potential By Product table - new columns and rename

  • [PFPCS-1778] - Calculations updates

  • [PFPCS-1781] - Linear trends & projections - seasonality adjustment

  • [PFPCS-2124] - Update Cross Sell calculation

  • [PFPCS-2326] - [Customer Product Portfolio]- Rename Opportunity table

  • [PFPCS-2327] - [Customer Product Portfolio] - Product Health Summary table - revert top/worst

  • [PFPCS-2401] - Update formulas for % Revenue Below Target

  • [PFPCS-2404] - [Customer Product Portfolio]_Remove some Potential portlets

  • [PFPCS-2405] - [Customer Product Portfolio]_ Change Pricing Opportunity table and Revenue below target

  • [PFPCS-2424] - [Customer Global View]_ Change location click through “ to Product Portfolio"

  • [PFPCS-2429] - [Portfolio] Change "Potential" to "Revenue Below Target" for 2 charts: "Potential Worst Products Chart" and "Potential Tops Products Chart"

  • [PFPCS-2446] - [Customer Global View]_ Change Revenue below target

  • [PFPCS-2447] - [Customer Global View]_ remove fields in Pricing Opportunity table

  • [PFPCS-2448] - [Customer Global View]_remove table Pricing Potential

Bugs

  • [PFPCS-796] - Customer Insight Summary: % Margin is not calculated exactly

  • [PFPCS-806] - Error (@13) cannot get property "ProductMapCurrentime" on null object when Time Dimension = MTD or QTD

  • [PFPCS-808] - Error (@74) occurs when choosing a single Customer ID

  • [PFPCS-829] - Incorrect cross-sell calculation

  • [PFPCS-834] - Customer ID does not display with revenue = 0

  • [PFPCS-835] - Export data in Pricefx UI does not keep filtering for country

  • [PFPCS-865] - Buying frequency is incorrect

  • [PFPCS-888] - Margin trend last 12M is incorrect

  • [PFPCS-889] - Revenue trend last 12M is incorrect

  • [PFPCS-901] - Missing trend arrow

  • [PFPCS-902] - Error on clicking Customer ID has no data

  • [PFPCS-1065] - Error (@76) for PricingOpportunityAnalyst

  • [PFPCS-1066] - Error(@0) for CustomerHealthScoreAnalyst

  • [PFPCS-1112] - Incorrect Product Group in Cross Selling Opportunity

  • [PFPCS-1114] - Revenue and Margin % chart show wrong value and month format

  • [PFPCS-1147] - Incorrect Price Opportunity

  • [PFPCS-1153] - Customer Health Score does not show with an input Customer ID

  • [PFPCS-1170] - Excel format is incorrect at fields have trending arrow

  • [PFPCS-1181] - Error (@0) when opening the dashboard

  • [PFPCS-1188] - Misspelled name in Waterfall chart

  • [PFPCS-1423] - Cross Sell Opportunity is not calculated (Global View)

  • [PFPCS-1440] - Counting for Customer classification (per Revenue) is incorrect

  • [PFPCS-1484] - Edit chart label (Global View)

  • [PFPCS-1485] - Error (@63) occurs when no data exists in Detail View

  • [PFPCS-1488] - Customer (s) filter does not work (Global View)

  • [PFPCS-1519] - Inconsistent name chart in Detail view

  • [PFPCS-1547] - Trend charts display incorrect (Detail View)

  • [PFPCS-1549] - Category filter runs incorrect (Detail View)

  • [PFPCS-1570] - Incorrect calculation in Revenue Breakdown chart

  • [PFPCS-1589] - Error (@621) Ambiguous method overloading (Detail View)

  • [PFPCS-1594] - Local Adjustment does not show detail in waterfall chart

  • [PFPCS-1607] - Error when removing default or leaving blank in Time Filter

  • [PFPCS-1622] - Some fields in Cross Sell Opportunity table are incorrect (Product Portfolio)

  • [PFPCS-1678] - Check Zero when calculation AvgPrice in function Classification.calculateAvgPrice

  • [PFPCS-1725] - Should check null in some functions of CustomerInsights libs

  • [PFPCS-1744] - Ranking is incorrect by KPI = Health Score (Global view)

  • [PFPCS-1818] - Filter MTD and QTD do not work in Product Portfolio DB

  • [PFPCS-1946] - [Product Portfolio]_ Product Trend YTD is incorrect when no customer selected

  • [PFPCS-1998] - Global View_Customer input should not affect to calculation

  • [PFPCS-2002] - Average Revenue segment should be calculated on Customer Revenue

  • [PFPCS-2009] - % Product Buying_ total of traded products should be changed by Category filter

  • [PFPCS-2247] - Customer Product Portfolio dashboard - chart "Revenue And Margin Contribution" show null in drilldown

  • [PFPCS-2271] - Portfolio_Cross Sell only shows for products bought (not bought is not shown)

  • [PFPCS-2287] - [Customer Product Portfolio] There is an error as attached picture

  • [PFPCS-2439] - Health score should get decimal or rounding

  • [PFPCS-2458] - [Portfolio] doesn't show "Revenue Below Target By Product Type" chart for some case

  • [PFPCS-2461] - [Customer Global View] Pricing Opportunity table, if the Revenue below Target = 0 then % Revenue below Target should be 0%.

  • [PFPCS-2467] - [Portfolio] Update formulas for Average Invoice Price = Average Unit Invoice Price for the particular Product ID and particular Customer Segment

  • [PFPCS-2489] - [Global View]_ % Product Buying is incorrect

  • [PFPCS-2492] - [Portfolio]_Top/Worst Products in chart should be ranked like Top/Worst Customers in Global View

  • [PFPCS-2521] - [Detail View] _Remove "per Day" in chart for Transactions trend last 12M

  • [PFPCS-2530] - Trend arrow displays incorrectly

  • [PFPCS-2565] - [Detail View]_Error (@282) when no data to display