Customer Insights configuration stored in Company Parameters
- Štěpán Vacek
Customer Insights Package works based on configuration data which users can adjust to match their business case. These configuration data are stored in Company Parameter tables. In addition, the package uses Company Parameters tables to define currency symbols and Quote Types.
PFXTemplate_CustomerInsights_Configuration CP
Most parameters used in Customer Insights are saved in this table, including these main columns:
Category – Category of the configuration.
Key Name – Key name of the configuration.
Value – Defines the value corresponding to the key-set.
Is Default – If set to Yes, the dashboard will use the value of this item as a default value.
Order – Sets the order of items in the same Category.
Key Label – Defines a label shown on the chart/input.
Note – Specifies which logic type is used.
Dashboard Configuration
Time Filter Selector Input
Data for this selector are defined in Category = “MASTER_DATA” and Key Name = “TIME_FILTER“.
If you want to change the text shown in the Time Filter selector (e.g. MTD → Month To Date), you need to update the value of the column “Key Label” from “MTD” to “Month To Date“. If you clear the value of this column, the Time Filter selector will show the value of the “Value” column.
Top/Worst Customers Selector Input
Data for this selector are defined in Category = “MASTER_DATA” and Key Name = “TOP_WORST_CUSTOMERS“.
If you want to add more values to this list, you need add a new row with same category and key name.
Example: To add a value “200” to the list and put it at the end of the list, you need to add the following:
Category= MASTER_DATA
Key Name = TOP_WORST_CUSTOMER
Value = 200
Order = 6
Top/Worst Products Selector Input
Data for this selector are defined in Category = “MASTER_DATA” and Key Name = “TOP_WORST_PRODUCTS“.
KPI Selector Input
Data for this selector are defined in Category = “MASTER_DATA” and Key Name = “KPI“.
If you want to change the text shown in the KPI selector (e.g. “Margin %” → “Margin Percent”), you need to update the value of the column “Key Label” from “Margin %” to “Margin Percent“. If you clear the value of this column, the KPI selector will show the value of the “Value” column.
Display of Trend Columns in Table
In the tables of the dashboard, Trend columns are displayed with three formats based on the setting:
Green up arrow ▲
Orange horizontal arrow ⯈
Red down arrow ▼
You can define threshold values to match your business case – just update the value of the key name “TREND_UPPER“ and “TREND_LOWER”:
Green and up arrow ▲ | Trend value >= TREND_UPPER |
Orange and horizontal arrow ⯈ | TREND_LOWER < Trend value < TREND_UPPER |
Red and down arrow ▼ | Trend value <= TREND_LOWER |
Display of Health Score Columns
This column has the same display format as the trends columns but the threshold is different.
The Health Score column is included in two tables: Customer Health Summary Table (Customer Global View Dashboard) and Product Health Summary Table (Customer Product Portfolio View Dashboard):
You can define it in Category = “CONFIGURATION“, the key names are “CUSTOMER_HEALTH_SCORE_UPPER“ and “CUSTOMER_HEALTH_SCORE_LOWER“:
Green and up arrow ▲ | Health Score >= CUSTOMER_HEALTH_SCORE_UPPER |
Orange and horizontal arrow ⯈ | CUSTOMER_HEALTH_SCORE_LOWER < Health Score < CUSTOMER_HEALTH_SCORE_UPPER |
Red and down arrow ▼ | Health Score <= CUSTOMER_HEALTH_SCORE_LOWER |
Revenue and Margin Contribution Chart (Customer Product Portfolio Dashboard)
In this chart, you can re-define:
Number of buckets – via the key name = “NUMBER_OF_BUCKETS“
Percent of the start bucket / percent of the end bucket via the key name =”BUCKET_START_PERCENT” and “BUCKET_END_PERCENT“
Number of Next months (Customer Detail View Dashboard)
In the Customer Detail View dashboard, we have two charts: “Customer Revenue And Margin Trend Last 12M & Projection” and “Number Of Transactions Trend Last 12M & projection”.
The default number of next months is three. You can update this value in Category = ”MASTER_DATA” and key name = “NEXT_MONTH_AMOUNT“.
Customer Base, Product Base (Core Customers and Products) Selector Input
Data for this selector are defined in Category = “Configuration” and Key Name = “CUSTOMER_CORE“ or “PRODUCT_CORE”.
The value specifies the cumulative revenue thresholds for the Core vs. Long Tailed definition.
Values range: 0..1 (e.g. 0.8 = 80%).
Pre-Processing (Simulation Logic) Configuration
Customer Health Score
For more details see Glossary (Customer Insights).
Health Score = Revenue Score * Revenue Weight + Margin Score * Margin Weight
Note: Revenue Weight + Margin Weight = 1
Revenue Score / Margin Score is based on the defined table (the Trend value is the revenue/margin trend last 12M ):
You can change the threshold trends value in the CP as shown below:
You can change the Revenue Weight and Margin Weight values in the Company Parameter.
If you set just the value of Revenue Weight, the system will calculate Margin Weight = (1 - Revenue Weight) automatically.
If you set just the value of Margin Weight, the system will calculate Revenue Weight = (1 - Margin Weight) automatically.
If you do not set either of these values, the default value is: Revenue Weight = Margin Weight = 0.5.
Customer Revenue Classification
The simulation logic uses this setting to identify the customer classification based on the contribution and cumulative revenue contribution of each customer.
You can change the threshold value and label (show on the dashboard) in the PP as shown below:
Customer Health Score Classification
This classification is based on the customer health score – the simulation logic assigns customers to different classes based on Health Score.
You can change the threshold value and label (shown on the dashboard) in the PP as shown below:
Product Quantity Classification
The simulation logic uses this setting to identify the product classification based on the contribution and cumulative volume contribution of each product.
You define the threshold value in this CP, for example:
Very High Volume <= 10%
High Volume <= 20%
Normal Volume <= 75%
Low Volume = rest
You must update the threshold value and label (shown on the dashboard) in the CP as shown below:
Commodity vs. Specialty Product Classification
The simulation logic uses this setting to identify if a product is Commodity or Specialty Product.
It is defined based on an average margin achieved by the product.
Speciality >= 30%
Commodity = rest
You can update the threshold value and label (shown on the dashboard) in the CP as shown below:
Inactive Customer classification
There is an option to define the name and value of the key which identifies active Customers in Customer Master (e.g., Customer Class = C -> active).
CP definition: category: CUSTOMER_MASTER_ACTIVE_KEY, fields: KEY_NAME, KEY_VALUE.
PFXTemplate_CustomerInsights_Customer_Segment CP
This table is used to define the customer segmentation. Customer segments can be obtained from multi data source types such as: Data Source, Customer Master, Customer Extensions. You can define it in this table.
You can add more customer attributes to the table if they are not present yet. Set the value of the Is Active column to YES, if you want to add this attribute into the segmentation processing and exclude the field with isCustomerId = YES. The field set to Is Customer Id = “YES” will not join into the segment data, the system uses it as a key to find data.
Main columns:
Source Type – Data Source types from which we get data for the customer segments. They include: DMDS (Data Source), C (Customer Master), CX (Customer Extension).
Source Name – Data source name.
Source Field – Source Field in the Data Source.
Field Label – Label of the field in the Data Source.
Is Active – If set to ‘YES’, the dashboard will add this field in the segmentation.
Is Customer Id – If this field is customer ID in a Data Source, set the value to ‘YES’. It helps the system get the correct “Customer Id” field in the source.
If the Data Source is Customer Master or Customer Extension, you do not need to add the “customer Id” field name.
If the Data Source is datasource, you must add the “customer Id” field name.
Note: For the field you want to be a key to find data in DMDS, you need to set IsActive = “YES” and IsCustomerId = YES”.
Example
We define that a customer segment will be obtained from the Data Source named 'Customer’ with these parameters:
Case 1: Segment data query from one source
Customer Type = active
Region = active
3 Customer Types = {Enduser, Industry, Restaurant}
4 Regions = {America, Oceania, Asia, Europe}
=> We will have 3*4 = 12 Customer segments = {Enduser_America, Enduser_Oceania,…..}
Note: If the customer segment is queried from a Data Source, we must add the ‘customer Id’ field name in this source and set the value to ‘YES' in the 'Is Customer Id’ column.
Case 2: Segment data query from two sources
Customer Type: get from Customer Master
Region: get from DMDS “Customer”
You need to create a configuration like this:
Note:
When querying segment data from multiple sources, the system will take time to process (query and combine). You should consider this before processing.
If the segment data is large and complex for combination, you should create a DMDS to build the customer segment data first, then use it in this configuration for Customer Insights Package.
CurrencySymbols CP
This is a Company Parameter of Sales Insights Package and it should be deployed by this package. Customer Insights re-uses it to show the currency symbol in charts. If your currency is missing, you can add it to this table.
CI_QuoteType_Mapping CP
This table is used to define the Quote Type on each portlet of the dashboard. When a user selects multiple products and clicks the Create Quote button on a portlet, a new Quote with this Quote Type mapping will be created.
Currently, we support creating a new quote from 3 portlets of the Customer Products Portfolio dashboard, so this table has just 3 rows:
If you want to change Quote Type, you need to update the column “Quote Type” of this table from “__DEFAULT__” to your Quote Type name.