Data Requirements (Optimization - Negotiation Guidance)

Customer Field

Yes

The customer ID.

Product Field

Yes

The product ID.

Quantity Measure

Yes

It is better to avoid negative or null values (they are filtered out by default by the model itself).

Revenue Measure

Yes

Extended to the quantity. It is better to avoid negative or null values (they are filtered out by default by the model itself).

Margin Measure

Yes

Extended to the quantity. It is better to avoid negative or too large values (they are filtered out by default by the model itself).

Optimization Target

Yes

The margin percentage, the discount percentage or price index with a value typically set between 0 and 1 (1 meaning 100%).
Or Unit Price or Margin Per Unit.

Weight Measure

No

The numerical value to weight the transactions, typically the quantity field.

List Price

If the Target is of type Discount%.

Extended to the quantity.

Segmentation Dimensions

At least one

Must be dimensions. It is necessary to avoid null values (they are replaced by default by a default string value).

Currency

Yes

Currency of the transaction, that can be always the same value without any issue but that value should be part of the ccy data source.