This document summarizes major improvements and fixes introduced in the Accelerate Customer Insights Package release version.
|
Version |
1.11.0 |
|---|---|
|
Release Date |
Jan 27, 2025 |
Table of contents:
Manual Changes After Upgrade
After completing the upgrade from the PlatformManager, perform the following steps:
-
Download the ZIP archive (CI_V1.11_upgrade_artifacts.zip). This archive contains the
AdvancedConfigurationandPreferenceobjects. -
Add these objects to your Pricefx Studio project.
-
Deploy them to your partition.
-
Go to Company Parameters.
-
Select the
PFXTemplate_CustomerInsights_Configurationparameter. -
Add the following records:
|
Category |
Key Name |
Value |
isDefault |
Order |
Key Label |
Note |
|---|---|---|---|---|---|---|
|
REALIZATION_RATE |
CROSS_SELL_REALIZATION_RATE |
0.5 |
|
|
|
Dataload logic |
|
REALIZATION_RATE |
PRICING_OPPORTUNITY_REALIZATION_RATE |
0.5 |
|
|
|
Dataload logic |
|
REALIZATION_RATE |
REVENUE_INCREASE_REALIZATION_RATE |
0.5 |
|
|
|
Dataload logic |
New Features and Improvements
|
Description |
ID |
|---|---|
|
Added the contextual information for the Pricefx Copilot. (Contextual Information for Pricefx Copilot) |
PFPCS-8664 |
|
Added the data readability support for all portlets in the Global View Dashboard. |
PFPCS-8708 |
|
Added the support for data readability for the Pie Drilldown Charts. (Support for Data Readability for the Pie Drilldown Charts) |
PFPCS-8716 |
|
Added the data readability support for all portlets in the Customer Products Portfolio Dashboard. |
PFPCS-8717 |
|
Added the support for data readability for the Drilldown Charts in the Customer Products Portfolio Dashboard. |
PFPCS-8718 |
|
Removed the EXTRACT SQL methods from the Customer Insights queries. |
PFPCS-8747 |
|
Removed redundant Customer IN filters for better performance. |
PFPCS-8976 |
|
Added the contextual information about each dashboard for the Pricefx Copilot. (Advanced Configuration Options (Customer Insights)) |
PFPCS-9013 |
|
Updated the minimal supported partition version. |
PFPCS-9016 |
|
The data format adjusted for improved readability and compatibility with Pricefx Copilot. |
PFPCS-9031 |
|
Added the support for the simple filtering and sorting in all Dashboard tables. |
PFPCS-9072 |
|
Added the new Company Parameter Realization Rate. (Realization Rate for Opportunities) |
PFPCS-9073 |
|
Introduced the new colors in the Customer Performance by Health Score Last 12M Chart. |
PFPCS-9096 |
|
Added the currency label to the monetary values in the Customer Summary portlets. |
PFPCS-9165 |
Fixed Issues
|
Description |
ID |
|---|---|
|
There is a misalignment in the trend indicators within the Customer Health Summary. In the Customer Insights - Global View, the arrow representing the trend in the Customer Health Summary does not match the trend shown in the Customer View. |
PFPCS-9135 |
|
The formula for Customer Classification by Revenue is invalid. |
PFPCS-9136 |
|
In the Customer Insights - Global View, Customer Summary, the portlet displays "No Data" when the year-to-date (YTD) trend value is 0%. |
PFPCS-9161 |
|
In the Customer Insights - Customer Products Portfolio, the Revenue and Margin Contribution Chart does not correctly account for total items when there are negative values. |
PFPCS-9176 |