Sales Insights Package 1.10.0

This document summarizes major improvements and fixes introduced in the Accelerate Sales Insights Package release version.

Version

1.10.0

Release Date

Jul 31, 2023

Table of contents:

New Features and Improvements

Description

ID

Description

ID

Several labels in the Period Over Period Dashboard have been changed:

  • "Delta" changed to "Scale Change"

  • "Actual Performance" changed to "Actual [Measure Column]"

  • "Trailing" changed to "Prior"

  • "Trailing Offset" changed to "Offset of Comparison Period"

PFPCS-6680

In Period Over Period Dashboard, there is now a check for Ratios and if they are of monetary type (Gross Margin %, Price Leakage %, Price Realization %, Incentive %), the options Scale Change Bars as % and Display Z Axis are hidden.

PFPCS-6682

To unify Period Over Period Dashboard with other dashboards, the Currency input field has been added. It allows users to select the currency in which all the data should be displayed.

PFPCS-6684

In Period Over Period Dashboard inputs, the field Measure Aggregation (allowing you to select either AVG or SUM) has been removed. SUM is now used as default.

PFPCS-6686

In Period Over Period Dashboard, you can get detailed data for a specified part of the chart displayed in a data table under the chart. This portion of the chart is marked as Impact Period.

PFPCS-6687

All dashboard logic elements have now timeout override set to 300 s. (All library elements remained unchanged and still use 900 s.)

PFPCS-6805

Fixed Issues

Bug Description

ID

Bug Description

ID

In Revenue and Margin Dashboard, null pointer exception is shown if there are no data for the Pareto Chart.

PFPCS-6798

In Regional Revenue and Margin Dashboard, there is an incorrect label shown for Region in the Data tab.

PFPCS-6947

In Revenue/Margin Breakdown Dashboards and in Causality Dashboard, there is an error thrown when having no data in Datamart.

PFPCS-6989

In Period Over Period Dashboard, the Change series label displays Measure by its attribute name (and not by its label).

PFPCS-7134

In Period Over Period Dashboard, when Measure Type is set to Ratio, in the tooltip there is missing % symbol in the change value.

PFPCS-7147

In Period Over Period Dashboard, the currency symbol is always displayed regardless of the specific inputs in Measure.

PFPCS-7158

In Revenue and Margin Dashboard, division by null or zero values is not handled properly.

PFPCS-7159

In two cases Period Over Period Dashboard does not handle filters like other Sales Insights dashboards: 1. there are no transactions available and 2. General Filter is in conflict with Product/Customer filters.

PFPCS-7179

In Period Over Period Dashboard, the first column displays Actual value incorrectly.

PFPCS-7209

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