Architecture Components (Sales Insights)

The Sales Insights Accelerator includes Sales Insights Dashboards, so all of their components are included here as well.

For details see the architecture of Sales Insights Dashboards accelerator.

Advanced Configuration Properties

Name

Description

Value

Name

Description

Value

SIP_AdvancedConfiguration

Configured by user during installation process.

{ "datamartName": "Standard_Sales_Data", "productId": "ProductId", "productName": "ProductName", "productGroup": "ProductGroup", "customerId": "CustomerId", "customerName": "Name", "invoicePrice": "InvoicePrice", "quantity": "Quantity", "pricingDate": "PricingDate", "pricingDateYear": "PricingDateYear", "grossMargin": "GrossMargin", "continent": "Region", "country": "Country", "region": "City", "sector": "", "costs": "OtherCOGS", "productDimensions": [], "customerDimensions": [], "breakdownMode": "Standard", "firstDayOfWeek": "Sunday", "localListPrice": "LocalListPrice", "globalListPrice": "GlobalListPrice", "netPrice": "NetPrice" }

WaterfallConfiguration

Configured by user during installation process.

{ "fields": [ { "name": "GlobalListPrice", "label": "Global List Price", "isSum": false, "isPercentBase": true, "disabled": false, "isSubtract": false }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "ForeignExchangeAdjustment", "label": "Foreign Exchange Adjustment", "disabled": false, "isSubtract": true }, { "name": "LocalAdjustment", "label": "Local Adjustment", "disabled": false, "isSubtract": true } ], "label": "Local Adjustments" }, { "name": null, "isSum": true, "isPercentBase": false, "isSubtract": false, "disabled": false, "label": "Local List Price" }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "VolumeDiscounts", "label": "Volume Discounts", "disabled": false, "isSubtract": true }, { "name": "SalesChannelDiscounts", "label": "Sales Channel Discounts", "disabled": false, "isSubtract": true }, { "name": "SeasonalDiscounts", "label": "Seasonal Discounts", "disabled": false, "isSubtract": true }, { "name": "CustomerNegotiatedDiscounts", "label": "Customer Negotiated Discounts", "disabled": false, "isSubtract": true }, { "name": "FreeGiveaways", "label": "Free Giveaways", "disabled": false, "isSubtract": true }, { "name": "CompetitiveDiscounts", "label": "Competitive Discounts", "disabled": false, "isSubtract": true }, { "name": "InstantRebates", "label": "Instant Rebates", "disabled": false, "isSubtract": true }, { "name": "EndCustomerOnInvoiceDiscounts", "label": "End Customer OnInvoice Discounts", "disabled": false, "isSubtract": true }, { "name": "CustomerPickupAllowance", "label": "Customer Pickup Allowance", "disabled": false, "isSubtract": true }, { "name": "OtherOnInvoicePromotions", "label": "Other OnInvoice Promotions", "disabled": false, "isSubtract": true } ], "label": "On-Invoice Discounts" }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "UpchargeFreight", "label": "Upcharge Freight", "disabled": false, "isSubtract": false }, { "name": "UpchargeCustomisation", "label": "Upcharge Customisation", "disabled": false, "isSubtract": false }, { "name": "UpchargeInstallation", "label": "Upcharge Installation", "disabled": false, "isSubtract": false } ], "label": "Up Charges" }, { "name": null, "isSum": true, "isPercentBase": false, "isSubtract": false, "disabled": false, "label": "Invoice Price" }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "StockingAllowance", "label": "Stocking Allowance", "disabled": false, "isSubtract": true }, { "name": "EarlyPaymentDiscounts", "label": "Early Payment Discounts", "disabled": false, "isSubtract": true }, { "name": "QuickPaymentDiscounts", "label": "Quick Payment Discounts", "disabled": false, "isSubtract": true }, { "name": "Rebates", "label": "Rebates", "disabled": false, "isSubtract": true }, { "name": "MarketingDevelopmentPromotions", "label": "Marketing Development Promotions", "disabled": false, "isSubtract": true }, { "name": "OffInvoicePromotions", "label": "OffInvoice Promotions", "disabled": false, "isSubtract": true }, { "name": "CustomerLoyaltyProgram", "label": "Customer Loyalty Program", "disabled": false, "isSubtract": true }, { "name": "VolumeBonus", "label": "Volume Bonus ", "disabled": false, "isSubtract": true }, { "name": "SlottingAllowance", "label": "Slotting Allowance", "disabled": false, "isSubtract": true }, { "name": "TradeSpend", "label": "Trade Spend", "disabled": false, "isSubtract": true }, { "name": "EndCustomerOffInvoiceDiscounts", "label": "End Customer OffInvoice Discounts", "disabled": false, "isSubtract": true }, { "name": "OtherOffInvoiceDiscounts", "label": "Other OffInvoice Discounts", "disabled": false, "isSubtract": true } ], "label": "Off-Invoice Discounts" }, { "name": null, "isSum": true, "isPercentBase": false, "isSubtract": false, "disabled": false, "label": "Net Price" }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "CustomizationCosts", "label": "Customization Costs", "disabled": false, "isSubtract": true }, { "name": "ConsignmentCost", "label": "Consignment Cost", "disabled": false, "isSubtract": true }, { "name": "Corrections", "label": "Corrections", "disabled": false, "isSubtract": true }, { "name": "Freight", "label": "Freight", "disabled": false, "isSubtract": true }, { "name": "RushOrders", "label": "Rush Orders", "disabled": false, "isSubtract": true }, { "name": "ExpeditedShipping", "label": "Expedited Shipping", "disabled": false, "isSubtract": true }, { "name": "InventoryMaintenance", "label": "Inventory Maintenance", "disabled": false, "isSubtract": true }, { "name": "ReceivablesCarrying", "label": "Receivables Carrying", "disabled": false, "isSubtract": true }, { "name": "InstallationCosts", "label": "Installation Costs", "disabled": false, "isSubtract": true }, { "name": "SupportCost", "label": "Support Cost", "disabled": false, "isSubtract": true }, { "name": "Warranty", "label": "Warranty", "disabled": false, "isSubtract": true }, { "name": "OtherTransactionCosts", "label": "Other Transaction Costs", "disabled": false, "isSubtract": true } ], "label": "Transaction Costs" }, { "name": null, "isSum": true, "isPercentBase": false, "isSubtract": false, "disabled": false, "label": "Realized Price" }, { "name": null, "isSum": false, "isPercentBase": false, "isSubtract": false, "disabled": false, "subLevel": [ { "name": "RawMaterials", "label": "Raw Materials", "disabled": false, "isSubtract": true }, { "name": "Labor", "label": "Labor", "disabled": false, "isSubtract": true }, { "name": "Production", "label": "Production", "disabled": false, "isSubtract": true }, { "name": "OtherCOGS", "label": "Other COGS", "disabled": false, "isSubtract": true } ], "label": "Cost Of Goods Sold" }, { "name": null, "isSum": true, "isPercentBase": false, "isSubtract": false, "disabled": false, "label": "Gross Margin" } ] }

Company Parameters

Name

Label

Name

Label

PFXTemplate_DB_RevenueAndMargin

Configuration for Revenue and margin dashboard

OutliersContributionModelThresholds

Threshold configuration for Outliers contribution model

SIP_Population

Population of countries (data uploaded automatically during installation)

SIP_MapHierarchyConfig

Configuration for Regional Revenue and Margin Hierarchy

SIP_MapCodeOverrides

Overrides for default map codes

SIP_GeoOverrides

Overrides for geo data

Product/Customer Master Configuration

During installation the administrator supplies the data and mapping to be uploaded.

Data Source

  • Product/Customer – During installation:

    1. Fields definitions will be synced with the newly created fields of the master table Products/Customers.

    2. All string columns will be set as Dimension.

    3. Data will be loaded from the master table Products/Customers.

  • TXStandardData – Created during the installation process.

  • ccy – Created during the installation process.

  • uom – Created during the installation process.

  • cal – Created during the installation process.

Datamart

  • Standard_Sales_Data – Created during the installation process.

Dependencies

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