Capabilities Summary (Customer Insights)

Out of the Box

Global View dashboard, with charts and table reports:
- Customers Performance by Health Score
- Customers Performance by Revenue
- Customer Health Summary
- Trends
- Pricing Opportunity
- Selling Opportunity
- Customer Summary
- Inactive Customers
Customer Detail View dashboard, with charts and table reports:
- Specialty and Commodity Products
- High Volume and Low Volume Products
- Revenue and Margin chart
- Waterfall chart
- Revenue Breakdown chart
- Number of Transactions in Last 12M & Projection
- Customer Revenue and Margin Trend in Last 12M & Projection
- Customer Summary
Customer Products Portfolio dashboard, with charts and table reports:
- Pricing Opportunity by Product Type
- Pricing Opportunity by Product Attribute
- Revenue and Margin Contribution
- Pricing Opportunity by Top Products
- Pricing Opportunity by Worst Products
- Product Health Summary
- Average Invoice Price
- Trends
- Pricing Opportunity
- Selling Opportunity
- Customer Summary

Customer Segmentation definition – You can define grouping of customers by common characteristics/dimensions. Then selected KPIs of individual customers are calculated according to the values aggregated on the Customer Segment level.
Source of data – Defines from which source (Datamart / Data Source) your transactional data comes from and which fields should be used for calculations.
Parameters, which drive:
- Calculations of KPIs – You can set class values and thresholds for various product and customer classifications.
- Displaying of certain things – You can change lists of options for filters, and default presets for dashboard filters.
Waterfall chart configuration (it uses the configuration defined for the Sales Insights accelerator installed on the same partition)

Note that the data displayed in the dashboards cannot be restricted based on user groups of the logged in user.