Mandatory Data (Insights Dashboards)

Transaction Data

Sales Data (Transactions Datamart)

• Unique Id (String)
  Unique identifier of the transaction.

• Product Id (String)
  Identifier of the product.

• Product Label (String)

• Customer Id (String)
  Identifier of the customer; mandatory if Customer Master is deployed.

• Customer Label (String)

• Revenue (Money/Number)

• Date (Date)
  The date used for grouping and filtering transactions (e.g., pricing date, billing date, valid from).

• List Price (Money/Number)
  Transaction list price.

• Profit (Money/Number)
  Transaction profit.

• Quantity (Number)
  Transaction quantity.

• Additional waterfall-related fields (Money/Number)
  Optional: Additional fields for waterfall analysis.

• Product Hierarchy (String)
  Optional: One or more fields representing hierarchical product groupings used for drill-down and aggregation.

• Product Attributes (String)
  Optional: Additional non-hierarchical product attributes available as filters and breakdown dimensions.

• Customer Hierarchy (String)
  Optional: One or more fields representing hierarchical customer groupings used for drill-down and aggregation.

• Customer Attributes (String)
  Optional: Additional non-hierarchical customer attributes available as filters and breakdown dimensions.

• Additional Attributes (String)
  Optional: Any other transactional attributes that you want to use for filtering, grouping, or slicing measures in dashboards.

Master Data (Optional)

Product

• Product ID (String)

• Product Name (String)

• Up to 30 custom attributes

Customer

• Customer ID (String)

• Customer Name (String)

• Up to 30 custom attributes