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

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.)