Sales Insights Package 1.1.0

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

Included Components

Sales Insights Package 1.1.0 includes the following dashboards:

  • Revenue and Margin

  • Outliers Dashboard

  • Revenue Breakdown

  • Margin Breakdown

  • Waterfall

  • Comparison Waterfall

  • Revenue and Margin Distribution With Detail Map

Price Parameters (PP) – all are under the Sales_Insights folder:

  • PFXTemplate_DB_RevenueAndMargin

  • PFXTemplate_DB_Waterfall_HighLevel

  • PFXTemplate_DB_Waterfall_SubLevel

  • Population

  • CurrencySymbols (allows you to define a currency symbol shown on the SIP dashboards based on selected currency)

Multi-currency Support

There is an option to display charts in a different currency than the base Datamart currency. This option includes only currencies for which we have an exchange rate from the base currency to the user selected currency.

Advanced Configuration Options

  • SIP_AdvancedConfiguration

  • SIP_Commons_AdvancedConfiguration

Note: For every deployment, you should go to Pricefx Classic UI → Administration → Dashboards → Choose SIP dashboards settings → refresh the logic and click save. Then Pricefx UI will be updated with a new deployment.

Bugs

  • [PFPCS-1108] - Missing message when customer data does not exist

  • [PFPCS-1240] - Revenue breakdown dashboards contains invalid SQL statement

  • [PFPCS-1246] - Revenue breakdown errors out

  • [PFPCS-1272] - Revenue and Margin_Error when inputting time range don't have in DM

  • [PFPCS-1273] - Show "null" in tooltip of some SIP dasboards

  • [PFPCS-1325] - Incorrect total drilldown compared to total on high level

  • [PFPCS-1387] - Outliers Dashboard_Not show Summary if have input selection

  • [PFPCS-1394] - Outliers Dashboard - Empty page without showing "No data" if it doesn't have data in DM

  • [PFPCS-1396] - Incorrect of Region and Country in Region Configurator

  • [PFPCS-1397] - Fields Country remains pre-filled from previous configurations

  • [PFPCS-1407] - Revenue and Margin dashboard_Wrong name in tooltip for Product

  • [PFPCS-1434] - Revenue and Margin dash. - Rounding issue when select specific customer, product

  • [PFPCS-1442] - Revenue Breakdown_Timed out for LostBusinessEffect

  • [PFPCS-1443] - Margin Breakdown_Error when don't have data in DM

  • [PFPCS-1458] - Incorrect order of inputs on SIP dashboards

  • [PFPCS-1583] - Comparison Waterfall - Wrong order input and cosmetic issues

  • [PFPCS-1584] - Comparison Waterfall - Wrong tooltip of drilldown

  • [PFPCS-1611] - Margin Breakdown - Mix element is calculated incorrectly

  • [PFPCS-1626] - Regional Revenue and Margin - No decimal points if selecting 1 product, customer

  • [PFPCS-1641] - Revenue/Margin Breakdown - Missing Percentage % on Axis Y

  • [PFPCS-1647] - Investigate how Margin % is calculated in Regional Revenue and Margin

  • [PFPCS-1655] - Regional revenue and margin - Deviation value, Revenue/customer, Margin/customer are incorrect

Stories

  • [PFPCS-750] - Rebuild Revenue and Margin Dashboard

  • [PFPCS-751] - Rebuild Outliers Dashboard

  • [PFPCS-752] - Rebuild Waterfall Dashboard

  • [PFPCS-753] - Rebuild Waterfall Comparison

    • Update notes - Previously three separated dashboards comparison waterfall products/customers/time period were merged and replaced by new one comparison waterfall. Old ones can be removed.

  • [PFPCS-754] - Rebuild Revenue Breakdown Dashboard

  • [PFPCS-755] - Rebuild Margin Breakdown Dashboard

  • [PFPCS-756] - Rebuild Regional Revenue and Margin Dashboard

  • [PFPCS-878] - General dashboards enhancement ideas

  • [PFPCS-1054] - Unify Advanced Configuration in SIP dashboards

    • Update notes - Unify Datamart configuration for all dashboards. The main configuration is SIP_AdvancedConfiguration.

  • [PFPCS-1353] - Improve the No. Products/Customers functionality in the Outliers Dashboard

  • [PFPCS-1376] - Introduce chart selection in the Waterfall charts

Tasks

  • [PFPCS-1055] - Unify Dashboard validity dates

  • [PFPCS-1289] - Add Advanced Configuration to the repository for auto-deployment

  • [PFPCS-1300] - Breakdown dashboards enhancement proposals.

  • [PFPCS-1301] - Remove rounding from queryResults in dashboards.

  • [PFPCS-1403] - Retest deployment script of Sales Insights package

  • [PFPCS-1430] - ContributionBuckets configuration

  • [PFPCS-1433] - Delete redundant folders in PP

  • [PFPCS-1437] - Change label in Revenue and Margin dashboard when only 1 customer/product is present

  • [PFPCS-1438] - Add dashboard definitions with preferences to the repository

  • [PFPCS-1439] - Introduce Sales Insights folder for PP tables

  • [PFPCS-1454] - Introduce null filters for margin and revenue in Revenue and Margin dashboard

  • [PFPCS-1461] - Investigate "0" shown on axis on a partition for InTime chart

  • [PFPCS-1462] - Introduce null filters for margin and revenue in Margin Breakdown dashboard

  • [PFPCS-1467] - Revenue breakdown dashboard exceeds the in-memory table limit

  • [PFPCS-1472] - Introduce null filters for revenue and quantity in Revenue Breakdown dashboard

Improvements

  • [PFPCS-1094] - Correct Currency symbols in labels

  • [PFPCS-1095] - Multi-currency support

  • [PFPCS-1096] - Unification of Dashboards

  • [PFPCS-1356] - Scatter chart should show "Others" instead of "Series 2"

  • [PFPCS-1382] - Remove credits from charts

  • [PFPCS-1398] - Revenue Breakdown - Default values

    • Update notes - Default values for time range were set to last year (day to day).

  • [PFPCS-1399] - Margin Breakdown - Default values

    • Update notes - Default values for time range were set to last year (day to day).

  • [PFPCS-1402] - Define waterfall groups for optional fields in deployment script

  • [PFPCS-1469] - Revenue and Margin dash. - Change label of contribution chart

  • [PFPCS-1520] - Margin Breakdown - Unify query same as in Revenue Breakdown

  • [PFPCS-1560] - Waterfall - Add default values

    • Update notes - Default values for time range were set to last year (day to day).

  • [PFPCS-1561] - Waterfall_High Level PP table - Set default preference

  • [PFPCS-1563] - Comparison Waterfall - Add default time ranges

    • Update notes - Adds default time ranges to comparison as last full year vs last full year -1.

  • [PFPCS-1625] - Comparison Waterfall - Add option to switch to %