Take the following steps to configure a model:

1. Create a Model Based on Negotiation Guidance Model Class

Go to Optimization > Models and click the Add Model button at the top right.

Open

Creation of a model

A pop-up is shown where you provide a name for your model, and the Model Class, which is Negotiation Guidance. Another Model Class would belong to another kind of optimization model.

Open

Add a new model

You can also duplicate an existing model. In this case, you will keep all the inputs of the previous model and will have to rerun all the steps to get the outputs. Once you have copied a model, you can change its name by double-clicking the blank side of its name/label.
Remember to do it before running the model. You cannot change a model name once it has been computed.

The same model class, Negotiation Guidance, can be used by many models. Use informative names for your models, providing information on your dataset, and your calculation case.

When you create a model, it is automatically opened in the browser. Any negotiation model has five steps: Definition, Analysis, Configuration, Segmentation, and Results. Each step has one or more tabs; some tabs are dashboards, and other ones have user entries to interact with them or to set the parameters of the next calculations. A step is available from the previous one after clicking Continue, for the first time. When clicking Continue, the state of the model is saved, and the calculation that starts the next step begins if it has not run yet with this model state. Otherwise, you simply focus on the next step without any action.

2. Set the Scope of Transactions (Definition Step)

The step is detailed in Definition Step (Optimization - Negotiation Guidance).

You can then click the Continue button (top right) which takes you to the Analysis step.

3. Analyze Data in the Scope and Set Price Drivers Parameters (Analysis Step)

The step is detailed in Analysis Step (Optimization - Negotiation Guidance).

Once the price drivers choice is made, click Continue. The next step, Configuration, will first run the calculation of price drivers and then provide the next section.

4. Configure the Segmentation (Configuration Step)

The step is detailed in Configuration Step (Optimization - Negotiation Guidance).

Once the segmentation parameters are set, click the Continue button (top right) to go to the Segmentation step.

5. Set up Optimization Parameters (Segmentation Step)

The step is detailed in Segmentation Step (Optimization - Negotiation Guidance).

Once the optimization parameters are set, click the Continue button to run the optimization itself and go to the Results step.

6. Manage the Segmentation Results (Result step)

The step is detailed in Results Step (Optimization - Negotiation Guidance). This page also explains how to evaluate the model from any module in the partition.