Customer Insights Dashboard 1.11
- Ondřej Tesař
Analytics
This document summarizes major improvements and fixes introduced in the Accelerate Customer Insights Package release version.
Version | 1.11.0 |
|---|---|
Release Date | Jan 27, 2025 |
Table of contents:
Manual Changes After Upgrade
After completing the upgrade from the PlatformManager, perform the following steps:
Download the ZIP archive (). This archive contains the
AdvancedConfigurationandPreferenceobjects.Add these objects to your Pricefx Studio project.
Deploy them to your partition.
Go to Company Parameters.
Select the
PFXTemplate_CustomerInsights_Configurationparameter.Add the following records:
Category | Key Name | Value | isDefault | Order | Key Label | Note |
|---|---|---|---|---|---|---|
REALIZATION_RATE | CROSS_SELL_REALIZATION_RATE | 0.5 |
|
|
| Dataload logic |
REALIZATION_RATE | PRICING_OPPORTUNITY_REALIZATION_RATE | 0.5 |
|
|
| Dataload logic |
REALIZATION_RATE | REVENUE_INCREASE_REALIZATION_RATE | 0.5 |
|
|
| Dataload logic |
New Features and Improvements
Description | ID |
|---|---|
Added the contextual information for the Pricefx Copilot. (Contextual Information for Pricefx Copilot) | PFPCS-8664 |
Added the data readability support for all portlets in the Global View Dashboard. | PFPCS-8708 |
Added the support for data readability for the Pie Drilldown Charts. (Support for Data Readability for the Pie Drilldown Charts) | PFPCS-8716 |
Added the data readability support for all portlets in the Customer Products Portfolio Dashboard. | PFPCS-8717 |
Added the support for data readability for the Drilldown Charts in the Customer Products Portfolio Dashboard. | PFPCS-8718 |
Removed the EXTRACT SQL methods from the Customer Insights queries. | PFPCS-8747 |
Removed redundant Customer IN filters for better performance. | PFPCS-8976 |
Added the contextual information about each dashboard for the Pricefx Copilot. (Advanced Configuration Options (Customer Insights)) | PFPCS-9013 |
Updated the minimal supported partition version. | PFPCS-9016 |
The data format adjusted for improved readability and compatibility with Pricefx Copilot. | PFPCS-9031 |
Added the support for the simple filtering and sorting in all Dashboard tables. | PFPCS-9072 |
Added the new Company Parameter Realization Rate. (Realization Rate for Opportunities) | PFPCS-9073 |
Introduced the new colors in the Customer Performance by Health Score Last 12M Chart. | PFPCS-9096 |
Added the currency label to the monetary values in the Customer Summary portlets. | PFPCS-9165 |
Fixed Issues
Description | ID |
|---|---|
There is a misalignment in the trend indicators within the Customer Health Summary. In the Customer Insights - Global View, the arrow representing the trend in the Customer Health Summary does not match the trend shown in the Customer View. | PFPCS-9135 |
The formula for Customer Classification by Revenue is invalid. | PFPCS-9136 |
In the Customer Insights - Global View, Customer Summary, the portlet displays "No Data" when the year-to-date (YTD) trend value is 0%. | PFPCS-9161 |
In the Customer Insights - Customer Products Portfolio, the Revenue and Margin Contribution Chart does not correctly account for total items when there are negative values. | PFPCS-9176 |