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Sales Insights Package 1.13.0

Sales Insights Package 1.13.0

This document summarizes major improvements and fixes introduced in the Accelerate Sales Insights Package release version.

Version

1.13.0

Release Date

Jan 27, 2025

Table of contents:

Manual Changes After Upgrade

After completing the upgrade from the PlatformManager, perform the following steps:

  1. Download the ZIP archive (). This archive contains the AdvancedConfiguration and Preference objects.

  2. Add these objects to your Pricefx Studio project.

  3. Deploy them to your partition.

New Features and Improvements

Description

ID

Description

ID

Added contextual information for the Pricefx Copilot (AI Assistant) in the Customer and Sales Dashboards.

PFPCS-8664

Added detailed data for the drill-down charts in the Customer and Sales Dashboards.

PFPCS-8665

Added data readability support for the Pricefx Copilot (AI Assistant) in the Per Product/Customer Contribution Chart Portlets.

PFPCS-8700

Added data readability support for the Pricefx Copilot (AI Assistant) in the Performing Products/Customers Chart Portlets.

PFPCS-8702

Added data readability support for the Pricefx Copilot (AI Assistant) in the Best & Worst Products/Customers Performance Portlets.

PFPCS-8703

Adjusted data format to be consistent with the charts (Sales Insights Dashboards).

PFPCS-8873

Added contextual information for the Pricefx Copilot (AI Assistant) stored in the Advanced Configuration Properties.

PFPCS-9012

Updated the minPartitionVersion parameter in the PlatformManager deployments.

PFPCS-9015

Improved Deployment Step Labels in the PlatformManager deployments.

PFPCS-9021

Fixed incorrect Summary row calculation in the Best & Worst Performance Portlets.

PFPCS-9055

Updated chart colors in the Waterfall Dashabord.

PFPCS-9095

Fixed Issues

Bug Description

ID

Bug Description

ID

Incorrect Y axis label for the Contribution charts when drilling down (Revenue and Margin Dashboard).

PFPCS-8743

Incorrect tooltip formatting in the Revenue and Margin Dashboard.

PFPCS-8985

Incorrect column name for No. of Items in the Pareto Charts (Revenue and Margin Dashboard).

PFPCS-9001

Incorrect total Customer in Margin buckets for the Customer Contribution Chart (Revenue and Margin Dashboard).

PFPCS-9167

Incorrect formatting in the Change from Prior Period to Actual column (Period Over Period Dashboard).

PFPCS-9177

Incorrect formatting for the Actual Gross Margin % and Gross Margin Months prior columns (Period Over Period Dashboard).

PFPCS-9190

Incorrect value in tooltip when using Scale Change Bars as % checkbox (Period Over Period Dashboard).

PFPCS-9195