Customer Insights Package works based on configuration data which users can adjust to match their business case. These configuration data are stored in Company Parameter tables. In addition, the package uses Company Parameters tables to define currency symbols and Quote Types.

PFXTemplate_CustomerInsights_Configuration

Most parameters used in Customer Insights are saved in this table, including these main columns:

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PFXTemplate_CustomerInsights_Configuration

Dashboard Configuration

Time Filter Selector Input

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Time Filter

 

Data for this selector are defined in Category = MASTER_DATA and Key Name = TIME_FILTER.

Category	Key Name	Value	IsDefault	Order	Key Label

Category	Key Name	Value	IsDefault	Order	Key Label
MASTER_DATA	TIME_FILTER	L12M		6	L12M
MASTER_DATA	TIME_FILTER	L3M		4	L3M
MASTER_DATA	TIME_FILTER	L6M		5	L6M
MASTER_DATA	TIME_FILTER	MTD		1	MTD
MASTER_DATA	TIME_FILTER	QTD		2	QTD
MASTER_DATA	TIME_FILTER	YTD	Yes	3	YTD

If you want to change the text shown in the Time Filter selector (e.g. MTD → Month To Date), you need to update the value of the column Key Label from MTD to Month To Date. If you clear the value of this column, the Time Filter selector will show the value of the Value column.

Top/Worst Customers Selector Input

Top/Worst Products Selector Input

KPI Selector Input

Display of Trend Columns in Table

Display of Health Score Columns

Revenue and Margin Contribution Chart (Customer Product Portfolio Dashboard)

Number of Next months (Customer Detail View Dashboard)

Customer Base, Product Base (Core Customers and Products) Selector Input

Pre-Processing Logic Configuration

Customer Health Score

For more details see Glossary (Customer Insights).

Revenue Score / Margin Score is based on the defined table (the Trend value is the revenue/margin trend last 12M):

You can change the threshold trends value in the CP as shown below:

You can change the Revenue Weight and Margin Weight values in the Company Parameter.

• If you set just the value of Revenue Weight, the system will calculate Margin Weight = (1 - Revenue Weight) automatically.

• If you set just the value of Margin Weight, the system will calculate Revenue Weight = (1 - Margin Weight) automatically.

• If you do not set either of these values, the default value is: Revenue Weight = Margin Weight = 0.5.

Customer Revenue Classification

The simulation logic uses this setting to identify the customer classification based on the contribution and cumulative revenue contribution of each customer.

You can change the threshold value and label (show on the dashboard) in the PP as shown below:

Customer Health Score Classification

This classification is based on the customer health score – the simulation logic assigns customers to different classes based on Health Score.

You can change the threshold value and label (shown on the dashboard) in the PP as shown below:

Product Quantity Classification

The simulation logic uses this setting to identify the product classification based on the contribution and cumulative volume contribution of each product.

You define the threshold value in this CP, for example:

• Very High Volume <= 10%

• High Volume <= 20%

• Normal Volume <= 75%

• Low Volume = rest

You must update the threshold value and label (shown on the dashboard) in the CP as shown below:

Commodity vs. Specialty Product Classification

The simulation logic uses this setting to identify if a product is Commodity or Specialty Product.

It is defined based on an average margin achieved by the product.

• Speciality >= 30%

• Commodity = rest

You can update the threshold value and label (shown on the dashboard) in the CP as shown below:

Inactive Customer Classification

There is an option to define the name and value of the key which identifies active Customers in Customer Master (e.g., Customer Class = C -> active).

Definition

• Category = CUSTOMER_MASTER_ACTIVE_KEY

• Fields = KEY_NAME, KEY_VALUE

PFXTemplate_CustomerInsights_Customer_Segment

This table is used to define the customer segmentation. Customer segments can be obtained from multi data source types such as: Data Source, Customer Master, Customer Extensions. You can define it in this table.

You can add more customer attributes to the table if they are not present yet. Set the value of the Is Active column to YES, if you want to add this attribute into the segmentation processing and exclude the field with isCustomerId = YES. The field set to Is Customer Id = YES will not join into the segment data, the system uses it as a key to find data.

Main Columns

Example

We define that a customer segment will be obtained from the Data Source named 'Customer’ with these parameters:

CurrencySymbols

This is a Company Parameter of Sales Insights Package and it should be deployed by this package. Customer Insights re-uses it to show the currency symbol in charts. If your currency is missing, you can add it to this table.

CI_QuoteType_Mapping

This table is used to define the Quote Type on each portlet of the dashboard. When a user selects multiple products and clicks the Create Quote button on a portlet, a new Quote with this Quote Type mapping will be created.

Currently, we support creating a new quote from 3 portlets of the Customer Products Portfolio dashboard, so this table has just 3 rows:

If you want to change Quote Type, you need to update the column Quote Type of this table from __DEFAULT__ to your Quote Type name.