Introduction

This learning path is designed for individuals who need to gain insights into the concepts and capabilities of Pricefx Actionable Insights, utilize its key features, illustrate how it continuously identifies gaps and opportunities, allowing users to choose the optimal course of action.

This learning path is separated into multiple tiers with their associated tasks that correspond to the different roles within a Pricefx project.

Learning Prerequisites

Make sure that you have these aspects covered before continuing to the course.

• Pricing Basics

• Pricing Terminology

• Analytics Learning Path for All Audiences

Learning Synopsis

This learning path will highlight how Actionable Insights offers significant benefits for business users through Watchers and Actions capabilities, the use of time-based scheduling for task execution, and risk/opportunity detection for making informed decisions, employing predefined Watcher Types, including Datamart Watcher and Dashboard Watcher, and will demonstrate how to create actions, setting up Watchers, and approve assigned actions.

Learning Objectives

Core topics and key takeaways from this learning path:

• Understand how Actionable Insights is a powerful tool for analytical tasks and allows users to create and assign tasks directly from the analytical screen.

• Identify the key features including time-based scheduling for task execution and risk/opportunity detection for informed decision-making.

• Learn how you can benefit significantly from the capabilities of Actionable Insights through creating actions, setting up Watchers, and approving assigned actions within the platform.

• Learn to use predefined Watcher Types, such as Datamart Watcher and Dashboard Watcher, to enhance analytical capabilities.

• Understand how to leverage Actionable Insights to streamline decision-making processes and improve operational efficiency within Pricefx.

Learning Journey

This learning path is separated into sections that provide a basic roadmap for building your knowledge and understanding of Actionable Insights and its capabilities.

These paths are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding learning path(s). This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience of the Actionable insights Learning Path.

Actionable Insights Introduction

• Introduction

  • Overview of Actionable Insights

  • Key Functionality

  • Role of Actions

  • Role of Watchers

Actionable Insights Watchers

• Using Watchers

  • Overview

  • Datamart Watchers

    • Churn Risk Watcher

    • Margin Opportunity Watcher

    • Low Margin Watcher

  • Dashboard Watchers

    • Churn Risk

    • Low Margin

Actionable Insights Tutorials

• Role of Actions

• Watcher Creation

• Integration with Charts

• Integration with Dashboards

Time commitment: For this path you should dedicate approximately 2 hours.