Revise Product Recommendations

The Product Recommendations step has several tabs to allow for better insight into recommendation rules, and for adding manual recommendations.

Summary

Shows a visual overview of the recommendation types, and output statistics divided by categories (Customer specific, Segment specific, Product specific).

The nodes in the chart represent recommendation types. Nodes size is based on the total number of recommendations and the color is based on their category (dark green = segment specific, light green = customer specific, purple = product specific). Nodes are connected if they contain the same recommended products. Only unique productIDs are counted and their count is shown next to the link.

Open

Review Recommendations

Allows you to simulate a quote by entering customers and products to see summary statistics, and recommendation outputs. The result also includes details on each product recommendation type and customer segments.

Open

Add Manual Recommendations

Allows you to add manual recommendations if you want to push the sale of certain products, or target specific customers, products, and segments. You can add the recommendation and a Score which is used for ranking recommendations. If Score is left blank, the default is 99,999.

After entering recommended products click Save Model for the Quoting module to recognize the manual recommendations.