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Architecture Components (Sales Insights)
Architecture Components (Sales Insights)
- Ondřej Tesař
- Štěpán Vacek
Owned by Ondřej Tesař
The Sales Insights Accelerator includes Sales Insights Dashboards, so all of their components are included here as well.
For details see the architecture of Sales Insights Dashboards accelerator.
Advanced Configuration Properties
Name | Description | Value |
|---|---|---|
| Configured by user during installation process. | {
"datamartName": "Standard_Sales_Data",
"productId": "ProductId",
"productName": "ProductName",
"productGroup": "ProductGroup",
"customerId": "CustomerId",
"customerName": "Name",
"invoicePrice": "InvoicePrice",
"quantity": "Quantity",
"pricingDate": "PricingDate",
"pricingDateYear": "PricingDateYear",
"grossMargin": "GrossMargin",
"continent": "Region",
"country": "Country",
"region": "City",
"sector": "",
"costs": "OtherCOGS",
"productDimensions": [],
"customerDimensions": [],
"breakdownMode": "Standard",
"firstDayOfWeek": "Sunday",
"localListPrice": "LocalListPrice",
"globalListPrice": "GlobalListPrice",
"netPrice": "NetPrice"
} |
| Configured by user during installation process. | {
"fields": [
{
"name": "GlobalListPrice",
"label": "Global List Price",
"isSum": false,
"isPercentBase": true,
"disabled": false,
"isSubtract": false
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "ForeignExchangeAdjustment",
"label": "Foreign Exchange Adjustment",
"disabled": false,
"isSubtract": true
},
{
"name": "LocalAdjustment",
"label": "Local Adjustment",
"disabled": false,
"isSubtract": true
}
],
"label": "Local Adjustments"
},
{
"name": null,
"isSum": true,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"label": "Local List Price"
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "VolumeDiscounts",
"label": "Volume Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "SalesChannelDiscounts",
"label": "Sales Channel Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "SeasonalDiscounts",
"label": "Seasonal Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerNegotiatedDiscounts",
"label": "Customer Negotiated Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "FreeGiveaways",
"label": "Free Giveaways",
"disabled": false,
"isSubtract": true
},
{
"name": "CompetitiveDiscounts",
"label": "Competitive Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "InstantRebates",
"label": "Instant Rebates",
"disabled": false,
"isSubtract": true
},
{
"name": "EndCustomerOnInvoiceDiscounts",
"label": "End Customer OnInvoice Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerPickupAllowance",
"label": "Customer Pickup Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherOnInvoicePromotions",
"label": "Other OnInvoice Promotions",
"disabled": false,
"isSubtract": true
}
],
"label": "On-Invoice Discounts"
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "UpchargeFreight",
"label": "Upcharge Freight",
"disabled": false,
"isSubtract": false
},
{
"name": "UpchargeCustomisation",
"label": "Upcharge Customisation",
"disabled": false,
"isSubtract": false
},
{
"name": "UpchargeInstallation",
"label": "Upcharge Installation",
"disabled": false,
"isSubtract": false
}
],
"label": "Up Charges"
},
{
"name": null,
"isSum": true,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"label": "Invoice Price"
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "StockingAllowance",
"label": "Stocking Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "EarlyPaymentDiscounts",
"label": "Early Payment Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "QuickPaymentDiscounts",
"label": "Quick Payment Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "Rebates",
"label": "Rebates",
"disabled": false,
"isSubtract": true
},
{
"name": "MarketingDevelopmentPromotions",
"label": "Marketing Development Promotions",
"disabled": false,
"isSubtract": true
},
{
"name": "OffInvoicePromotions",
"label": "OffInvoice Promotions",
"disabled": false,
"isSubtract": true
},
{
"name": "CustomerLoyaltyProgram",
"label": "Customer Loyalty Program",
"disabled": false,
"isSubtract": true
},
{
"name": "VolumeBonus",
"label": "Volume Bonus ",
"disabled": false,
"isSubtract": true
},
{
"name": "SlottingAllowance",
"label": "Slotting Allowance",
"disabled": false,
"isSubtract": true
},
{
"name": "TradeSpend",
"label": "Trade Spend",
"disabled": false,
"isSubtract": true
},
{
"name": "EndCustomerOffInvoiceDiscounts",
"label": "End Customer OffInvoice Discounts",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherOffInvoiceDiscounts",
"label": "Other OffInvoice Discounts",
"disabled": false,
"isSubtract": true
}
],
"label": "Off-Invoice Discounts"
},
{
"name": null,
"isSum": true,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"label": "Net Price"
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "CustomizationCosts",
"label": "Customization Costs",
"disabled": false,
"isSubtract": true
},
{
"name": "ConsignmentCost",
"label": "Consignment Cost",
"disabled": false,
"isSubtract": true
},
{
"name": "Corrections",
"label": "Corrections",
"disabled": false,
"isSubtract": true
},
{
"name": "Freight",
"label": "Freight",
"disabled": false,
"isSubtract": true
},
{
"name": "RushOrders",
"label": "Rush Orders",
"disabled": false,
"isSubtract": true
},
{
"name": "ExpeditedShipping",
"label": "Expedited Shipping",
"disabled": false,
"isSubtract": true
},
{
"name": "InventoryMaintenance",
"label": "Inventory Maintenance",
"disabled": false,
"isSubtract": true
},
{
"name": "ReceivablesCarrying",
"label": "Receivables Carrying",
"disabled": false,
"isSubtract": true
},
{
"name": "InstallationCosts",
"label": "Installation Costs",
"disabled": false,
"isSubtract": true
},
{
"name": "SupportCost",
"label": "Support Cost",
"disabled": false,
"isSubtract": true
},
{
"name": "Warranty",
"label": "Warranty",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherTransactionCosts",
"label": "Other Transaction Costs",
"disabled": false,
"isSubtract": true
}
],
"label": "Transaction Costs"
},
{
"name": null,
"isSum": true,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"label": "Realized Price"
},
{
"name": null,
"isSum": false,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"subLevel": [
{
"name": "RawMaterials",
"label": "Raw Materials",
"disabled": false,
"isSubtract": true
},
{
"name": "Labor",
"label": "Labor",
"disabled": false,
"isSubtract": true
},
{
"name": "Production",
"label": "Production",
"disabled": false,
"isSubtract": true
},
{
"name": "OtherCOGS",
"label": "Other COGS",
"disabled": false,
"isSubtract": true
}
],
"label": "Cost Of Goods Sold"
},
{
"name": null,
"isSum": true,
"isPercentBase": false,
"isSubtract": false,
"disabled": false,
"label": "Gross Margin"
}
]
} |
| Contextual Information for the Pricefx Copilot | {
"description": "The Causality Dashboard allows to identify the change in contribution of Product/Customer groups to Total Revenue or Margin between two periods. Thus allowing to easily identify problematic parts of the business.",
"portlets": {
"ResultChartRevenue": {
"data": [
{
"description": "The Revenue Causality chart displays top X product/customer groups contribution to the total revenue when comparing two periods.\nWhen both Product and Customer aggregations are set, the dashboard displays the aggregated entries in the form: {Product Aggregation} | {Customer Aggregation}\nIf any aggregation dimension is set to None, the aggregation is skipped. \nThe entries displayed are taken from common business, so the product/customer groups are present in both periods.\nAny product/customer groups that are not in the common business are grouped up in the New/Lost Business column.\nAny product/customer groups that are not in top X are displayed as the Other effects column with the number of entries in that group in brackets.",
"level": 1,
"name": "data",
"columns": [
{
"name": "Category",
"description": "Represents the product/customer group, or any of the 2 periods, or the New/Lost Business, or Other Effects that contributes to the change in revenue."
},
{
"name": "Product Id",
"description": "The id of the product."
},
{
"name": "Customer Id",
"description": "The id of the customer."
},
{
"name": "Revenue",
"description": " The revenue contributed by each product/customer group."
}
]
}
]
},
"ResultChartMargin": {
"data": [
{
"description": "The Margin Causality chart displays top X product/customer groups contribution to the total margin when comparing two periods.\nWhen both Product and Customer aggregations are set, the dashboard displays the aggregated entries in the form: {Product Aggregation} | {Customer Aggregation}.\nIf any aggregation dimension is set to None, the aggregation is skipped.\nThe entries displayed are taken from common business, so the product/customer groups are present in both periods.\nAny product/customer groups that are not in the common business are grouped up in the New/Lost Business column.\nAny product/customer groups that are not in top X are displayed as the Other effects column with the number of entries in that group in brackets.",
"level": 1,
"name": "data",
"columns": [
{
"name": "Category",
"description": "Represents the product/customer group, or any of the 2 periods, or the New/Lost Business, or Other Effects that contributes to the change in margin."
},
{
"name": "Product Id",
"description": "The id of the product."
},
{
"name": "Customer Id",
"description": "The id of the customer."
},
{
"name": "Profit",
"description": " The margin contributed by each product/customer group."
}
]
}
]
}
}
}
|
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot | |
| Contextual Information for the Pricefx Copilot |
Company Parameters
Name | Label |
|---|---|
Configuration for Revenue and margin dashboard | |
Threshold configuration for Outliers contribution model | |
Population of countries (data uploaded automatically during installation) | |
Configuration for Regional Revenue and Margin Hierarchy | |
Overrides for default map codes | |
Overrides for geo data |
Product/Customer Master Configuration
During installation the administrator supplies the data and mapping to be uploaded.
Data Source
Product/Customer – During installation:
Fields definitions will be synced with the newly created fields of the master table Products/Customers.
All string columns will be set as Dimension.
Data will be loaded from the master table Products/Customers.
TXStandardData – Created during the installation process.
ccy – Created during the installation process.
uom – Created during the installation process.
cal – Created during the installation process.
Datamart
Standard_Sales_Data – Created during the installation process.
Dependencies
This accelerator depends on the following accelerators which will be deployed during the installation too:
, multiple selections available,