Mandatory Data (Customer Insights)

Master Data

Customer

Custom attributes (optional)

• Active/Inactive Customers identification
  E.g. if CM.Attribute15 = “10” then the particular customer is considered active.

• Customer segmentation (any other data source can be used as well)
  For example, the segment can be defined by:

  • Country + Region

  • Customer Type + Customer Group

  • …

Product

All the dimensions in the relevant Product Data Source (optional)

Customer Products Portfolio: Pricing and Selling Opportunities by Product Attribute:

• Product Attribute defined by a user input, the filter items are loaded from the Data Source definition.

• Used in Pricing Opportunities and Selling Opportunities portlets as a dimension (aggregation level).

Transaction Data

Sales Data (Transactions)

• Unique ID

• Customer ID

• Customer Name

• Product ID

• Product Name

• Pricing Date

• Invoice Price

• (Gross) Margin

• Quantity

Core