Extension

Customer Insights Package is an extension of Sales Insights Package:

• The configuration settings of waterfall chart is re-used from Sales Insights.

Advanced Configuration Option

• customer-insights-accelerator – For details see Advanced Configuration Options (Customer Insights).

Logics

Dashboards

• CustomerInsights_CustomerDetailView

• CustomerInsights_CustomerProductsPortfolio

• CustomerInsights_GlobalView

Customer Parameters

• PFXTemplate_CustomerInsights_Configuration - incl. sample data

• PFXTemplate_CustomerInsights_Customer_Segment - incl. sample data

For details see Customer Insights configuration stored in Company Parameters.

Analytics Simulation Datamart

• CustomerInsights

Data Sources

• CI_AggregatedData – Stores the pre-calculated data.

• CI_CustomerClassification – Stores information on customer segments and active/inactive attribute for Customers.

Data Loads

• CI_AggregatedData – Runs a logic to fill data into Data Source CI_AggregatedData. This is Data Load of the type Calculation+.

• CI_CustomerClassification – Runs a logic to fill data into Data Source CI_CustomerClassification. This is Data Load of the type Calculation.

Calculation Flow

• CustomerInsights_Sequencer – Keeps the data (Data Sources, Datamart) synchronized by filling the DS CI_CustomerClassification before the DS CI_AggregatedData is filled.

Preferences

Used for the dashboards - with layouts of the portlets.

Dependencies

This accelerator depends on the following accelerators which will be deployed during the installation too.

• Shared Library

• Dashboards Library