Customer Insights Package also uses the Advanced Configuration Options to store:
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Data source information
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Mapping fields
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Context information for Dashboards and Portlets
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Separate descriptions for Drilldown Charts
customer-insights-accelerator
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
-
sourceName -
sourceType -
customerIdFieldName -
customerNameFieldName -
productIdFieldName -
productNameFieldName -
pricingDateFieldName -
invoicePriceFieldName -
marginFieldName -
quantityFieldName -
uniqueIdFieldName
Example
|
Name |
Value |
|---|---|
|
|
JSON
|
ai_dashboard_description_CustomerInsights_GlobalView
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
-
description -
portlets-
CustomerClassificationByHealthScoreChart -
CustomerClassificationByRevenueChart -
CustomerHealthSummaryTable -
InactiveCustomerTable -
OpportunityTable -
PricingOpportunityTable -
TrendsTable
-
Example
|
Name |
Value |
|---|---|
|
|
Example ValueJSON
|
ai_dashboard_description_CustomerInsights_CustomerProductsPortfolio
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
-
description -
portlets-
AverageInvoicePriceTable -
PricingOpportunityTable -
ProductHealthSummaryTable -
RevenueAndMarginContributionChart -
RevenueBelowTargetPerProductAttributeChart -
RevenueBelowTargetPerProductTypeChart -
RevenueBelowTargetPerTopProductChart -
OpportunityTable -
TrendsTable
-
Example
|
Name |
Value |
|---|---|
|
|
Example ValueJSON
|
ai_dashboard_description_CustomerInsights_CustomerDetailView
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
-
description -
portlets-
CustomerRevenueAndMarginTrendAndProjectionChart -
NumberOfTransactionTrendAndProjectionChart -
ProductClassChart -
ProductLabelChart -
RevenueAndMarginChart -
RevenueBreakdownChart -
WaterfallChart
-
Example
|
Name |
Value |
|---|---|
|
|
Example ValueJSON
|