Overview (Insights Dashboards)

The Insights Dashboards Accelerator provides pricing teams with a range of tailored, easy-to-navigate dashboards that facilitate transaction analysis from high-level overviews to detailed insights and actionable recommendations.

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Who Is This For?

  • Pricing Analysts

  • Pricing Managers


















What Problem Does It Solve?

  • Provides a reliable, business‑friendly view of performance.

  • Detecting trends and market shifts to adjust pricing and commercial strategy.

  • Identifying underperforming customers or products and understanding the root causes.

  • Preventing margin leakages.

















What Does It Do?

  • Delivers four linked dashboards covering customer analytics, margin and revenue analysis, performance diagnostics and trend monitoring.

  • Provides a clear set of pricing and performance charts (multi‑gauge KPI views, time-series, hierarchy drilldowns, waterfalls, bubble charts, tables) focused on revenue, profit, margin %, health score, price realization, pricing opportunity, cross-sell and other key KPIs.

  • Supports a guided user flow: you start from a high‑level overview, drill down by customer, product, segment or time, and then move to more detailed dashboards while keeping filters and context aligned.

  • Helps business users identify and quantify opportunities and, when Pricefx Agents are installed, trigger Agents and Actions directly from the dashboard UI, closing the loop between insight and execution.












Key Features

  • Dashboards with a Focus on Pricing

  • Substitutes Sales Insights and Customer Insights

  • Connected Dashboards designed with user flow in mind

  • Copilot-Ready

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