Accelerator Solution Capabilities (Customer Insights)
- Štěpán Vacek
Accelerate Customer Insights Package allows management teams to prevent margin leakages through a set of actionable analytics for sales and pricing enabling identification of customers at risk (with low health score) and reasons behind.
It includes advanced analysis of performance of all customers, individual customers / customer groups as well product performance for a customer.
KPIs provided by the analysis:
Customer and Product health scores
Revenue, Margin and Volume trends
Pricing and Sales opportunities
Dashboards
Dashboard | Charts and Table Reports | Description | Business User Reference |
|---|---|---|---|
Customer Insights - Global View | This dashboard provides a structured overview of customer performance metrics and opportunities for improvement in engagement and revenue. | ||
Customer Insights - Customer Detail View | This dashboard encapsulates essential insights into product performance and customer dynamics, which can assist in strategic decision-making. | ||
Customer Insights - Customer Products Portfolio |
| This dashboard encapsulates the key areas for evaluating pricing and product performance. |
Configurable Options
Option | Description |
|---|---|
Customer Segmentation definition | You can define grouping of customers by common characteristics/dimensions. Then selected KPIs of individual customers are calculated according to the values aggregated on the Customer Segment level. |
Source of data | Defines from which source (Datamart / Data Source) your transactional data comes from and which fields should be used for calculations. |
Parameters |
|
Waterfall chart configuration | Waterfall chart configuration uses the configuration defined for the Sales Insights accelerator installed on the same partition. |
Entitlement
Note that the data displayed in the dashboards cannot be restricted based on user groups of the logged in user.