Sales Insights Package 1.4.0

Owned by Štěpán Vacek
Oct 30, 2024
2 min read

Main Features

Product/Customer Aggregation

Additional aggregation levels have been introduced to the Outliers dashboard, Revenue and Margin dashboard, Revenue Breakdown and Margin Breakdown dashboards, which allow for more grouping options.

Bugs

  • [PFPCS-2246] - Deployment of SIP package fails if conditionalDataSources is not set

  • [PFPCS-2302] - Add missing SIP_DefaultFilters PP

  • [PFPCS-2591] - SIP Default Filters - Error occurs when opening configuration wizard

  • [PFPCS-2593] - Change null to N/A if having empty value in DM in both table and tooltip

  • [PFPCS-2601] - Outliers - Hide Configurator in "Add Porlet"

  • [PFPCS-2635] - Revenue/Margin Breakdown_Default date filters not work

  • [PFPCS-2636] - Waterfall - Missing chart title

  • [PFPCS-2637] - Comparison Waterfall - Appears null instead of (2) in SIP Default Filters wizard

  • [PFPCS-2638] - Outliers - Default Calculation Model and KPI does not work when using wizard

  • [PFPCS-2681] - Outliers - KPI displays incorrectly if switching to Contribution calculation model

  • [PFPCS-2682] - Outliers - N/A is not displayed in chart when selecting Split Equally/ Contribution model

  • [PFPCS-2776] - ComparisonPeriod [via ConfiguratorUtils] : ERROR(@0): No signature of method:parsedscript_ConfiguratorUtils_qn1cdslzi7.getCurrentQuarter() is applicable for argument types: () values: []

  • [PFPCS-2777] - Comparison Waterfall - Error in DefaultFilerSave: ERROR(@82): Cannot get property 'first' on null object

  • [PFPCS-2789] - Comparison Waterfall - Fix typo Customer(s)

  • [PFPCS-2791] - SIP dashboards - Fix typo for Customer(s)

  • [PFPCS-2864] - Revenue/Margin Breakdown - Missing Product/Customer Aggregation in configuration wizard

  • [PFPCS-2865] - Revenue/Margin Breakdown - Show No Data in Year/Comparison Year dropdown

  • [PFPCS-2866] - Sort list of dashboard in ascending (A-Z) alphabetical order in wizard

  • [PFPCS-2874] - Boolean values in Sales Insights waterfall configuration

  • [PFPCS-2877] - Revenue/Margin Breakdown - Change warning to No Data when selecting None

  • [PFPCS-2924] - Revenue/Margin Breakdown - Change fallback behavior if user deletes comparison quarter

  • [PFPCS-2934] - Revenue/Margin Breakdown - remove date filters from Comparison Year input and improve case if periods are equal

Improvements

  • [PFPCS-1383] - Determine if we can avoid text overlap in the following and similar charts:

  • [PFPCS-1502] - Change title of Margin Breakdown Dashboard

  • [PFPCS-2523] - Revenue and Margin scatter chart - Add "Others" in tooltip if having empty value

  • [PFPCS-2594] - Align proportion of slice in drill down chart for top 10 worst in drill down

  • [PFPCS-2595] - Outliers - Remove duplicate name in tooltip

  • [PFPCS-2633] - Change product/customer dimensions to be selected from main SIP DM

  • [PFPCS-2790] - Change name of Revenue and Margin Distribution With Detail Map dashboard

  • [PFPCS-1646] - Waterfall comparison - rearrange Dates inputs.

Stories

  • [PFPCS-2511] - Outliers - support Product and Customer aggregation

  • [PFPCS-2784] - Add product/customer dimension setup in breakdown dashboards