Data Requirements (Optimization - Negotiation Guidance)
A Negotiation Guidance model needs a Transactions Datamart to run. Here are the prerequisites for the fields.
Field | Required? | Comment |
|---|---|---|
Customer Field | Yes | The customer ID. |
Product Field | Yes | The product ID. |
Quantity Measure | Yes | It is better to avoid negative or null values (they are filtered out by default by the model itself). |
Revenue Measure | Yes | Extended to the quantity. It is better to avoid negative or null values (they are filtered out by default by the model itself). |
Margin Measure | Yes | Extended to the quantity. It is better to avoid negative or too large values (they are filtered out by default by the model itself). |
Optimization Target | Yes | The margin percentage or the discount percentage, with a value typically set between 0 and 1 (1 meaning 100%). |
Weight Measure | No | The numerical value to weight the transactions, typically the quantity field. |
List Price | If the Target is of type Discount%. | Extended to the quantity. |
Segmentation Dimensions | At least one | Must be dimensions. It is necessary to avoid null values (they are replaced by default by a default string value). |
Additionally, for the best user experience, it is recommended to type fields that are of Money type (such as Revenue, Cost, etc.) as Money and not as Numeric. (If such field could be selected in the Analysis and Configuration steps, it could negatively influence the computation of the price drivers importance and their recommendations.)