Mandatory Data (Sales Insights)
Type | Data | Fields | Use Case |
---|---|---|---|
Transaction Data | Sales Data (Transactions Datamart) |
Optional:
| You can add additional fields for your waterfall definition – any field that follows your pricing journey starting from the list price and ending at the pocket price. You can have different price points as well as adjustments. Typically you have items such as (bold = price points, adjustments in between):
Other optional data (mandatory for specific dashboards):
|
Master Data | Product |
| The Product / Customer Master data is used in two scenarios: Filtering and Dimensions. Filtering allows you to define which Products/Customers to include in your analysis. Typically you may want to include the following fields: Product:
Customer:
Dimensions. In this use case you define Product/Customer aggregation to view your portfolios from different angles. You can find this aggregation in chart types such as Pie charts (in definition of the “pieces”) or Scatter charts (Band by option). |
Customer |
|
Whatever mapping you choose initially, you can later change in the Advanced Configuration Options in SIP_AdvancedConfiguration
. Sales Insights Package does not pre-aggregate any data, so the change has an instant effect on the dashboards.