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Advanced Configuration Options (Customer Insights)

Advanced Configuration Options (Customer Insights)

Owned by Ondřej Tesař
Feb 17, 2025
19 min read

Customer Insights Package also uses the Advanced Configuration Options to store:

  • Data source information

  • Mapping fields

  • Context information for Dashboards and Portlets

  • Separate descriptions for Drilldown Charts

 

customer-insights-accelerator

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

  • sourceName

  • sourceType

  • customerIdFieldName

  • customerNameFieldName

  • productIdFieldName

  • productNameFieldName

  • pricingDateFieldName

  • invoicePriceFieldName

  • marginFieldName

  • quantityFieldName

  • uniqueIdFieldName

Example

Name

Value

Name

Value

customer-insights-accelerator

{ "sourceName": "Standard_Sales_Data", "sourceType": "DM", "customerIdFieldName": "CustomerId", "customerNameFieldName": "Name", "productIdFieldName": "ProductId", "productNameFieldName": "ProductName", "pricingDateFieldName": "PricingDate", "invoicePriceFieldName": "InvoicePrice", "marginFieldName": "GrossMargin", "quantityFieldName": "Quantity", "uniqueIdFieldName": "UniqueId" }

ai_dashboard_description_CustomerInsights_GlobalView

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

  • description

  • portlets

    • CustomerClassificationByHealthScoreChart

    • CustomerClassificationByRevenueChart

    • CustomerHealthSummaryTable

    • InactiveCustomerTable

    • OpportunityTable

    • PricingOpportunityTable

    • TrendsTable

Example

Name

Value

Name

Value

ai_dashboard_description_CustomerInsights_GlobalView

{ "description": "The Customer Global View Dashboard provides a comprehensive overview of key metrics and trends related to customer performance, it is a powerful tool designed to provide a holistic perspective on customer performance and engagement.\nKey features and capabilities of the Revenue and Margin Dashboard include:\\n- Customer Health Scores, this feature assesses the overall well-being of each customer based on various metrics, such as transaction volume, payment history, and engagement levels. A high health score indicates a strong relationship, while a low score may signal potential issues that need addressing.\n- Revenue and Margin Analysis, dashboard tracks revenue and profit margins over time, allowing you to spot trends and fluctuations. This analysis helps in identifying which customers are contributing most to profitability and which may require attention to improve margins.\n- By analyzing customer behavior and market conditions, the dashboard highlights potential sales opportunities. This could include suggesting price adjustments, identifying upsell or cross-sell opportunities, or recognizing customers who may be at risk of churn.\n- Key Trends Overview, dashboard summarizes significant trends in customer activity, such as purchasing patterns or seasonal fluctuations. This insight enables teams to anticipate market demands and adjust strategies accordingly.\n- Hierarchical Insights: provides insights at multiple levels of customer hierarchy, from individual accounts to broader segments. This allows businesses to drill down into specific groups or regions to understand performance variances.", "portlets": { "CustomerClassificationByHealthScoreChart": { "data": [ { "description": "The table provides an overview of customer classified by health score over the last 12 months.", "level": 1, "name": "data", "columns": [ { "name": "Category Health", "description": "The customer classification by health score" }, { "name": "Customers", "description": "Count of customer in the classification." }, { "name": "Revenue", "description": "The sum of revenue of all the customers in the classification." }, { "name": "Quantity", "description": "The sum of quantity of all the customers in the classification." }, { "name": "Avg. Margin %", "description": "The average margin percentage of all the customers in the classification." } ] }, { "description": "The table provides an overview of a drilled-down customer classification by health score over the last 12 months.", "level": 2, "name": "drilldown", "columns": [ { "name": "Category Health", "description": "The drilled-down customer classification by health score" }, { "name": "Customer Id", "description": "The id of customer" }, { "name": "Customer Name", "description": "The name of customer" }, { "name": "Customer Health Score", "description": "The health score of customer" }, { "name": "Customers", "description": "Count of customer in the classification." }, { "name": "Revenue", "description": "The sum of revenue of all the customers in the classification." }, { "name": "Quantity", "description": "The sum of quantity of all the customers in the classification." }, { "name": "Avg. Margin %", "description": "The average margin percentage of all the customers in the classification." } ] } ] }, "CustomerClassificationByRevenueChart": { "data": [ { "description": "The table provides an overview of customer classified by revenue over the last 12 months.", "level": 1, "name": "data", "columns": [ { "name": "Category Health", "description": "The customer classification by revenue." }, { "name": "Customers", "description": "Count of customer in the classification." }, { "name": "Revenue", "description": "The sum of revenue of all the customers in the classification." }, { "name": "Quantity", "description": "The sum of quantity of all the customers in the classification." }, { "name": "Avg. Margin %", "description": "The average margin percentage of all the customers in the classification." } ] }, { "description": "The table provides an overview of a drilled-down customer classification by revenue over the last 12 months.", "level": 2, "name": "drilldown", "columns": [ { "name": "Category Health", "description": "The customer classification by revenue." }, { "name": "Customer Id", "description": "The id of customer" }, { "name": "Customer Name", "description": "The name of customer" }, { "name": "Customer Health Score", "description": "The health score of customer." }, { "name": "Customers", "description": "Count of customer in the classification." }, { "name": "Revenue", "description": "The sum of revenue of all the customers in the classification." }, { "name": "Quantity", "description": "The sum of quantity of all the customers in the classification." }, { "name": "Avg. Margin %", "description": "The average margin percentage of all the customers in the classification." } ] } ] }, "CustomerHealthSummaryTable": { "CustomerHealthSummaryTable": [ { "description": "Shows Customer's Health calculated in a period, e.g. L12 (Last 12 months).\nIt shows correlation between Health Score and revenue, gross margin, volume.", "level": 1, "name": "CustomerHealthSummaryTable", "columns": [ { "name": "Customer Name", "description": "Name of the customer. It includes an indicator to show positive (👍) or negative (👎) changes in performance." }, { "name": "Customer Id", "description": "Id of the customer." }, { "name": "Health Score Last 12M", "description": "Health score calculated in the last 12 months." }, { "name": "Total Revenue", "description": "Shows the total revenue generated by the customer." }, { "name": "Total Margin", "description": "Represents the total margin earned from the customer." }, { "name": "Total Volume", "description": "Reflects the total volume of products or services sold to the customer." }, { "name": "Nr. of Transactions per Day", "description": "Indicates the average number of transactions the customer makes per day." }, { "name": "Margin %", "description": "The percentage of profit margin relative to the revenue generated by the customer." } ] } ] }, "InactiveCustomerTable": { "InactiveCustomerTable": [ { "description": "The portlet provides valuable information about customers who have not been active in a specified period. In this portlet, you can view a list of customers who have not made any purchases or had any other activity during the chosen time period.", "level": 1, "name": "InactiveCustomerTable", "columns": [ { "name": "Customer Name", "description": "Name of the customer." }, { "name": "Customer Id", "description": "Id of the customer." }, { "name": "Last Active Month", "description": "The last month that the customer was active." }, { "name": "Year", "description": "The year that is extracted from the Last Active Month column." }, { "name": "Month", "description": "The month that is extracted from the Last Active Month column." }, { "name": "Months Inactive", "description": "Count of months that the customer has been inactive for." } ] } ] }, "OpportunityTable": { "OpportunityTable": [ { "description": "The Selling Opportunity table in the Global View dashboard of the Customer Insight Accelerator is a portlet that shows the total value that can be gained for products that a customer already bought and not bought in a given period.", "level": 1, "name": "OpportunityTable", "columns": [ { "name": "Customer Name", "description": "This column contains the name of the customer. It includes an indicator to show positive (👍) or negative (👎) changes in performance." }, { "name": "Customer Id", "description": "This column contains a unique identifier for each customer." }, { "name": "Cross Sell", "description": "The amount that the customer would spend by purchasing a product which they did not buy in the past, but was bought by other customers." }, { "name": "Revenue Increase", "description": "The revenue increase if the customer purchases a product which they already bought in the past." }, { "name": "Opportunity", "description": "This is the total additional value that can be obtained for the customer, evaluating for both purchased and non-purchased products." } ] } ] }, "PricingOpportunityTable": { "PricingOpportunityTable": [ { "description": "The Pricing Opportunity table provides a summary of pricing opportunities for customers. This table is a valuable tool for businesses to identify potential price increases or adjustments to optimize revenue and profit margins.", "level": 1, "name": "PricingOpportunityTable", "columns": [ { "name": "Customer Name", "description": "The name of the customer. It includes an indicator to show positive (👍) or negative (👎) changes in performance." }, { "name": "Customer Id", "description": "This column contains a unique identifier for each customer." }, { "name": "Revenue Below Target", "description": "This column contains the revenue below target for each customer, in numeric format." }, { "name": "% Revenue Below Target", "description": "This column contains the percentage of revenue below target for each customer, in percent format." }, { "name": "% Products Buying", "description": "This column contains the percentage any products the customer purchased in the given period, in percent format." } ] } ] }, "TrendsTable": { "TrendsTable": [ { "description": "The table shows the trends of a list of customers also includes a symbol to indicate the direction of the trend (upwards ▲ , downwards ▼ or neutral ▷).", "level": 1, "name": "TrendsTable", "columns": [ { "name": "Customer Name", "description": "The name of the customer. It includes an indicator to show positive (👍) or negative (👎) changes in performance." }, { "name": "Customer Id", "description": "A unique identifier for the customer." }, { "name": "Revenue Trend Last 12M", "description": "The revenue trend for the customer over the last 12 months, shown as a percentage change." }, { "name": "Margin Trend Last 12M", "description": "The margin trend for the customer over the last 12 months, shown as a percentage change." }, { "name": "Volume Trend Last 12M", "description": "The volume trend for the customer over the last 12 months, shown as a percentage change." }, { "name": "Revenue Trend YTD", "description": "The revenue trend for the customer year-to-date, shown as a percentage change." }, { "name": "Margin Trend YTD", "description": "The margin trend for the customer year-to-date, shown as a percentage change." }, { "name": "Volume Trend YTD", "description": "The volume trend for the customer year-to-date, shown as a percentage change." } ] } ] } } }

ai_dashboard_description_CustomerInsights_CustomerProductsPortfolio

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

  • description

  • portlets

    • AverageInvoicePriceTable

    • PricingOpportunityTable

    • ProductHealthSummaryTable

    • RevenueAndMarginContributionChart

    • RevenueBelowTargetPerProductAttributeChart

    • RevenueBelowTargetPerProductTypeChart

    • RevenueBelowTargetPerTopProductChart

    • OpportunityTable

    • TrendsTable

Example

Name

Value

Name

Value

ai_dashboard_description_CustomerInsights_CustomerProductsPortfolio

{ "description": "The Customer Products Portfolio Dashboard is a vital tool designed to provide insights into the products associated with individual customers. This dashboard helps businesses analyze product performance, customer preferences, and opportunities for growth.", "portlets": { "AverageInvoicePriceTable": { "AverageInvoicePriceTable": [ { "description": "The table shows average unit price per product ID and customer classification by revenue.", "level": 1, "name": "AverageInvoicePriceTable", "columns": [ { "name": "Product Name", "description": "The name of product." }, { "name": "Product Id", "description": "The id of product." }, { "name": "Overall", "description": "Average invoice price per product and all customers." }, { "name": "Customer", "description": "Average invoice price per product and customer." }, { "name": "Class A", "description": "Average invoice price per product and customer in class A." }, { "name": "Class B", "description": "Average invoice price per product and customer in class B." }, { "name": "Class C", "description": "Average invoice price per product and customer in class C." }, { "name": "Class D", "description": "Average invoice price per product and customer in class D." } ] } ] }, "PricingOpportunityTable": { "PricingOpportunityTable": [ { "description": "The table provides a summary of pricing opportunities for customers. This table is a valuable tool for businesses to identify potential price increases or adjustments to optimize revenue and profit margins.", "level": 1, "name": "PricingOpportunityTable", "columns": [ { "name": "Product Id", "description": "This column contains a unique identifier for each product." }, { "name": "Pricing Uplift", "description": "This column contains the pricing uplift for each product, in numeric format." }, { "name": "% Pricing Uplift", "description": "This column contains the percentage of pricing uplift for each product, in percent format." } ] } ] }, "ProductHealthSummaryTable": { "ProductHealthSummaryTable": [ { "description": "The table shows revenue and margin for the best/worst performing products.", "level": 1, "name": "ProductHealthSummaryTable", "columns": [ { "name": "Product Name", "description": "The name of the product. It includes an indicator to show positive (👍) or negative (👎) changes in performance." }, { "name": "Product ID", "description": "A unique identifier for the product." }, { "name": "Health Score Last 12M", "description": "The health score of the product over the last 12 months, indicating its performance trend." }, { "name": "Total Revenue", "description": "The total revenue generated by the product in the last 12 months." }, { "name": "Total Margin", "description": "The total profit margin earned from the product in the last 12 months." }, { "name": "Total Volume", "description": "The total quantity of units sold for each product over the last 12 months." }, { "name": "Margin %", "description": "The percentage of total margin of each product over the last 12 months." } ] } ] }, "RevenueAndMarginContributionChart": { "Revenue Buckets": [ { "description": "The table shows revenue split into ten buckets to visualize the number of products needed to cover each bucket (cumulative contribution).", "level": 1, "name": "Revenue Buckets", "columns": [ { "name": "Bucket", "description": "The percentile ranges of products." }, { "name": "Products in Revenue bucket", "description": "The number of product in the revenue bucket." }, { "name": "Total Revenue", "description": "The total revenue of products in the bucket." }, { "name": "Representing Margin", "description": "The total margin of products in the bucket." } ] }, { "description": "The table shows the details of product in the drilled down revenue bucket.", "level": 2, "name": "Revenue Buckets", "columns": [ { "name": "Bucket", "description": "The name of the drilling down bucket." }, { "name": "Product Id", "description": "The Id of the product." }, { "name": "Product Name", "description": "The name of the product." }, { "name": "Revenue", "description": "The total revenue of the product." }, { "name": "Margin", "description": "The total margin of the product." }, { "name": "Margin %", "description": "The margin percentage of the product." } ] } ], "Margin Buckets": [ { "description": "The table shows margin split into ten buckets to visualize the number of products needed to cover each bucket (cumulative contribution).", "level": 1, "name": "Margin Buckets", "columns": [ { "name": "Bucket", "description": "The percentile ranges of products." }, { "name": "Products in Margin bucket", "description": "The number of product in the margin bucket." }, { "name": "Total Margin", "description": "The total margin of products in the bucket." }, { "name": "Representing Revenue", "description": "The total revenue of products in the bucket." } ] }, { "description": "The table shows the details of product in the drilled down margin bucket.", "level": 2, "name": "Margin Buckets", "columns": [ { "name": "Bucket", "description": "The name of the drilling down bucket." }, { "name": "Product Id", "description": "The Id of the product." }, { "name": "Product Name", "description": "The name of the product." }, { "name": "Revenue", "description": "The total revenue of the product." }, { "name": "Margin", "description": "The total margin of the product." }, { "name": "Margin %", "description": "The margin percentage of the product." } ] } ] }, "RevenueBelowTargetPerProductAttributeChart": { "Pricing Uplift": [ { "description": "The table provides the pricing uplift from the summary of pricing opportunities for products. This table is a valuable tool for businesses to identify potential price increases or adjustments to optimize revenue and profit margins.", "level": 1, "name": "Pricing Uplift", "columns": [ { "name": "Product Id", "description": "The id of product." }, { "name": "Pricing Uplift", "description": "This column contains the pricing uplift for each product, in numeric format." } ] } ], "Pricing Uplift %": [ { "description": "The table provides the pricing uplift % from the summary of pricing opportunities for products. This table is a valuable tool for businesses to identify potential price increases or adjustments to optimize revenue and profit margins.", "level": 1, "name": "Pricing Uplift %", "columns": [ { "name": "Product Id", "description": "The id of product." }, { "name": "Pricing Uplift %", "description": "This column contains the percentage of pricing uplift for each product, in percent format." } ] } ] }, "RevenueBelowTargetPerProductTypeChart": { "data": [ { "description": "The table show the summary of product classification based on the revenue.", "level": 1, "name": "data", "columns": [ { "name": "Product Type", "description": "This column contains the name of the product classification." }, { "name": "Pricing Uplift", "description": "This column contains the pricing uplift for each product, in numeric format." }, { "name": "Pricing Uplift %", "description": "This column contains the percentage of pricing uplift for each product, in percent format." } ] }, { "description": "The table show the details of the drilled down product classification based on the revenue.", "level": 2, "name": "drilldown", "columns": [ { "name": "Product Type", "description": "This column contains the name of the product classification." }, { "name": "Product Id", "description": "The id of the product" }, { "name": "Product Name", "description": "The name of the product." }, { "name": "Pricing Uplift", "description": "This column contains the pricing uplift for each product, in numeric format." }, { "name": "Pricing Uplift %", "description": "This column contains the percentage of pricing uplift for each product, in percent format." } ] } ] }, "RevenueBelowTargetPerTopProductChart": { "Pricing Uplift": [ { "description": "The table shows products by pricing uplift descending.", "level": 1, "name": "Pricing Uplift", "columns": [ { "name": "Product Id", "description": "The id of the product." }, { "name": "Pricing Uplift", "description": "The amount of revenue that fell short of the target for each product." } ] } ], "Cumulative Pricing Uplift": [ { "description": "The table shows products by cumulative pricing uplift.", "level": 1, "name": "Cumulative Pricing Uplift", "columns": [ { "name": "Product Id", "description": "The id of the product." }, { "name": "Cumulative Pricing Uplift (%)", "description": "The cumulative percentage of the total revenue shortfall when considering all listed products up to that row." } ] } ] }, "OpportunityTable": { "OpportunityTable": [ { "description": "The table shows the total value that can be gained for products that a customer already bought and not bought in a given period.", "level": 1, "name": "OpportunityTable", "columns": [ { "name": "Product Id", "description": "This column contains a unique identifier for each product." }, { "name": "Cross Sell", "description": "The amount that the customer would spend by purchasing a product which they did not buy in the past, but was bought by other customers." }, { "name": "Revenue Increase", "description": "The revenue increase if the customer purchases a product which they already bought in the past." }, { "name": "Opportunity", "description": "This is the total additional value that can be obtained for the customer, evaluating for both purchased and non-purchased products." } ] } ] }, "TrendsTable": { "TrendsTable": [ { "description": "The table shows the trends of a list of products also includes a color scheme to indicate the direction of the trend (upwards ▲ or downwards ▼) and its magnitude (green for positive, red for negative, and gray for neutral).", "level": 1, "name": "TrendsTable", "columns": [ { "name": "Product Name", "description": "The name of the product." }, { "name": "Product Id", "description": "A unique identifier for the product." }, { "name": "Revenue Trend Last 12M", "description": "The revenue trend for the product over the last 12 months, shown as a percentage change." }, { "name": "Volume Trend Last 12M", "description": "The volume trend for the product over the last 12 months, shown as a percentage change." }, { "name": "Margin Trend Last 12M", "description": "The margin trend for the product over the last 12 months, shown as a percentage change." }, { "name": "Revenue Trend YTD", "description": "The revenue trend for the product year-to-date, shown as a percentage change." }, { "name": "Margin Trend YTD", "description": "The margin trend for the product year-to-date, shown as a percentage change." }, { "name": "Volume Trend YTD", "description": "The volume trend for the product year-to-date, shown as a percentage change." } ] } ] } } }

ai_dashboard_description_CustomerInsights_CustomerDetailView

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

  • description

  • portlets

    • CustomerRevenueAndMarginTrendAndProjectionChart

    • NumberOfTransactionTrendAndProjectionChart

    • ProductClassChart

    • ProductLabelChart

    • RevenueAndMarginChart

    • RevenueBreakdownChart

    • WaterfallChart

Example

 

Value

 

Value

ai_dashboard_description_CustomerInsights_CustomerDetailView