Mandatory Data (Customer Insights)

Owned by Štěpán Vacek
Oct 30, 2024
1 min read

Type

Data

Fields

Use Case

Type

Data

Fields

Use Case

Master Data

Customer

Custom attributes (optional)

  • Active/Inactive Customers identification
    E.g. if CM.Attribute15 = “10” then the particular customer is considered active.

  • Customer segmentation (any other data source can be used as well)
    For example, the segment can be defined by:

    • Country + Region

    • Customer Type + Customer Group

    • …

Product

All the dimensions in the relevant Product Data Source (optional)

Customer Products Portfolio: Pricing and Selling Opportunities by Product Attribute:

  • Product Attribute defined by a user input, the filter items are loaded from the Data Source definition.

  • Used in Pricing Opportunities and Selling Opportunities portlets as a dimension (aggregation level).

Transaction Data

Sales Data (Transactions)

  • Unique ID

  • Customer ID

  • Customer Name

  • Product ID

  • Product Name

  • Pricing Date

  • Invoice Price

  • (Gross) Margin

  • Quantity

Core