Optimization - Negotiation Guidance 2.4.0

2.4.0

Mar 10, 2026

You can now use Unit Price as an optimization target, including unit‑price–based segmentations and KPIs.

PFPCS-9227

Price Drivers Setup now shows a Dimension column so you immediately see which features are DataMart dimensions and can plan segmentation accordingly.

PFPCS-10007

The Segmentation → Indicators tab now displays a pooled Standard Deviation per level, plus a link to indicator definitions, making tree quality easier to assess.

PFPCS-10014

Negotiation Guidance now supports out‑of‑the‑box recency weighting of transactions, so fresher data can have more influence on recommendations.

PFPCS-10051

A new Review dashboard in the Results step provides a consolidated view of model quality and key metrics.

PFPCS-10056

The Indicators tab now opens by default in the Segmentation step, bringing the most relevant diagnostics to the front.

PFPCS-10065

A detailed Review dashboard in Results adds a metrics table and drill‑down charts, helping you analyze performance for specific segment levels.

PFPCS-10193

The Normal Distribution fit scatter chart is now color‑coded, so segments with poor fit stand out at a glance.

PFPCS-10252

The UI for configuring minimum values now provides one input per line, making complex setups easier to read and maintain.

PFPCS-10284

Unit Price target type now uses quantity as the default weight, aligning averages with typical business expectations.

PFPCS-10299

Floor, target, and ceiling values now use default weights when computing percentiles, keeping weighted metrics consistent across the model.

PFPCS-10300

Target recommendations based on score are refined so that the score more accurately drives the suggested target levels.

PFPCS-10338

Currency handling in Negotiation Guidance is improved, reducing issues in multi‑currency environments and Datamart scenarios.

PFPCS-10402

You can now use Price Index as an optimization target, enabling NG setups built around index‑based pricing.

PFPCS-10427

Editing in the Optimization Setup tab no longer triggers unnecessary auto‑refreshes, making configuration noticeably smoother.

PFPCS-10429

The Tree View Distribution and Optimal Target charts now rely consistently on default weights, preventing mismatches between charts and tables.

PFPCS-10432

For Margin % targets, the optimization engine now uses historical revenue as a constant weight, stabilizing weighted indicators across recalculations.

PFPCS-10433

When you duplicate a model, newly introduced advanced parameters are now automatically populated, so copied models are ready to run.

PFPCS-10447

Models using Datamart sources now benefit from stricter currency‑conversion validation, helping catch configuration issues early.

PFPCS-10478

The Distribution and Optimal Target charts are rescaled for clearer visuals, making it easier to interpret segment behavior and optima.

PFPCS-10547

The divergence‑to‑normality indicator can report lower divergence scores for clearly non‑normal segments than for visually better‑fitting distributions.

PFPCS-7357

Price drivers calculation in Configuration fails with a “math domain error” when a selected text price‑driver field contains only "NA" or "N/A" values.

PFPCS-9087

Price gaps shown during configuration (Price Gaps / Selection Alignments) do not match the price gaps shown in Results/Recommendations for the same alignments and segments.

PFPCS-9533

Running the Configuration step without any segmentation dimensions selected shows a low‑level formula error instead of a clear validation message.

PFPCS-10165

In some Salesforce‑based Negotiation Guidance models, mapped Product ID and Customer ID fields are not detected, triggering warnings that product and customer hierarchies are missing.

PFPCS-10223

Creating the KPI table with CreateKPITable fails with a “Division undefined” error when some segCount values are zero.

PFPCS-10251

The Distribution chart uses the optimized Target average instead of the initial Target average as the mean, so the curve changes after optimization.

PFPCS-10253

Price drivers calculation fails with “cannot set WRITEABLE flag to True of this array” when processing large datasets (around 1.4M transactions).

PFPCS-10318

After copying a model, some Review/Results dashboards reference a field that no longer exists and display an “unavailable field in dashboards” error.

PFPCS-10417

For Discount % target type, values in the Impact Overview portlet are always zero because required discount‑based revenue measures are missing from the query.

PFPCS-10428

When user‑defined weights are configured, some target metrics in Tree View still rely on default‑weighted values, causing inconsistent averages and indicators.

PFPCS-10511

On core versions earlier than 16, the optimization post‑processing step updates the Transactions table without the Segment Name column, which clears existing segment names.

PFPCS-10540

The Projected Revenue x Target column in the Impact table uses Revenue x Target instead, so optimized opportunity metrics are incorrect.

PFPCS-10546

For non‑percentage optimization target types, the Optimal Target chart can pick an incorrect optimal target and render curves that do not match the actual target range.

PFPCS-10549

On core versions earlier than 16, internal use of a generic name column in segmentation logic conflicts with an existing Name column in the Transactions table and clears its values.

PFPCS-10557

Optimal target search for Margin % extends beyond the actual segment target range (for example above 100%), which causes “Unable to compute revenue from a margin % of 1.0” errors.

PFPCS-10588