Installation (Price Optimization)

Pre-requisites

Below fields are used in Basic Analysis dashboard. You need to have fields with such meanings in your datamart:

• Product ID

• Product Name

• Product Group

• Customer ID

• Customer Name

• Customer Class

• Customer Type

• Invoice Price

• Quantity

• Pricing Date

• Pricing Date Week

• Pricing Date Month

• Pricing Date Quarter

• Pricing Date Year

• (Gross) Margin

• (Gross) Margin Percentage

• Sales Channel Discount (optional)

• Promotion Discount (optional)

• Competitor Discount (optional)

• Volume Discount (optional)

• Customer Negotiated Discount (optional)

Explanations of some fields:

• field Gross Margin Percentage needs to exist in your datamart

  • it should be calculated field named GrossMarginPercentage in your transactions datamart

  • samples of how the expression can be done are below. The actual expression depends on your datamart.

Deployment

The Price Optimization accelerator can be found in Platform Manager > Market Place > Accelerator Packages under name Price Optimization Package.

General deployment pre-cautions and steps are described in the PlatformManager documentation. Here below we only mention the specifics of this accelerator.

Basic Analysis Dashboard Configuration

Please select constant fields for Basic Analysis Dashboard. Provide empty form if using only Optimization Realization Dashboard.

Note, that those settings will be stored in Advanced Configuration Option POP_AdvancedConfiguration, where you could change them manually later too.

Everything until Gross Margin Percentage is required, the rest is optional.

Open

Click on Continue and wait for the finish of the deployment process.

Post-installation Steps

The Basic Analysis Dashboard will work already now, but for the Optimization Realization Dashboard to work, you will need to set up and calculate a Model in Optimization › Pricing Guidance.

See Segmentation configuration for details.