This document summarizes major improvements and fixes introduced in the Insights Dashboards Accelerator release version.
|
Version |
1.0.0 |
|---|---|
|
Release Date |
May 13, 2026 |
Table of contents:
Upgrade Notes
There is no upgrade procedure defined at this time, as this represents the initial release of the Insights Dashboards Accelerator. Further instructions will be provided in subsequent updates.
New Features and Improvements
|
Description |
ID |
|
The conversion of the Configurations Datamart Template to a JSON Parameter Table has been reverted. |
PFPCS-9820 |
|
An approval workflow is now available for Models. |
PFPCS-9732 |
|
The Health Score configuration now includes a tooltip to explain value interpolation and a separate parameter table for the Health Score Definition matrix. |
PFPCS-9670 |
|
A scheduler can now be configured for a model to automatically update its data. |
PFPCS-9493 |
|
A new Dashboards Selection tab is now available within the configuration steps. |
PFPCS-9396 |
|
A new configuration step is now available for the Waterfall tab. |
PFPCS-9395 |
|
A General tab has been added to the Configuration step, featuring options for setting a date range and ranks. |
PFPCS-9394 |
|
The Definition Step for configuring Insights Dashboards now includes a Customers tab. |
PFPCS-9393 |
|
The Products tab is now available for configuration within the Definition Step. |
PFPCS-9392 |
|
In the Definition step, a new Transactions tab has been added, which allows for the selection of only text and integer fields for Hierarchy inputs. |
PFPCS-9391 |
|
A Review step has been added to the Insights Dashboards configuration process. |
PFPCS-9390 |
|
A new Configuration step has been added, which includes General, Waterfall, and Advanced tabs. |
PFPCS-9389 |
|
A new configuration step has been defined with tabs for Transactions, Products, and Customers. |
PFPCS-9388 |
|
A Trends by Customer table has been defined and is now available. |
PFPCS-9339 |
|
The Customer Trends dashboard now includes a table showing trends by customer category. |
PFPCS-9338 |
|
A new Health Score by Customer Rank chart is now available on the Customer Trends dashboard. |
PFPCS-9337 |
|
A new chart showing Revenue and Profit Trends is now available. |
PFPCS-9336 |
|
A Revenue by Product Category chart is now available in the Customer Trends dashboard. |
PFPCS-9335 |
|
A Revenue and Margin chart has been added to the Customer Trends dashboard. |
PFPCS-9334 |
|
A new Multigauge chart component is now available. |
PFPCS-9333 |
|
A Summary Chart is now included in the Customer Trends dashboard. |
PFPCS-9332 |
|
A new dashboard Customer Trends has been added, including its inputs. |
PFPCS-9331 |
|
A Cross Sell column has been added to the Pricing Opportunity by Product table. |
PFPCS-9327 |
|
A Cross-sell column has been added to the Opportunities By Product table. |
PFPCS-9326 |
|
A new Opportunities by Product Category table has been added to the Customer Performance dashboard. |
PFPCS-9325 |
|
In the Customer Performance dashboard, the Pricing Opportunity by Product Type chart is now available. |
PFPCS-9323 |
|
A Product Contribution chart has been added to the Customer Performance dashboard. |
PFPCS-9322 |
|
A Waterfall chart is now available in the Customer Performance dashboard. |
PFPCS-9320 |
|
A chart is now available to show revenue by product category. |
PFPCS-9319 |
|
A new Revenue and Margin % Over Time chart has been added to the Customer Performance dashboard. |
PFPCS-9318 |
|
A Multigauge chart has been defined and is now available. |
PFPCS-9317 |
|
A Customer Performance Summary Chart is now available. |
PFPCS-9316 |
|
The Customer Performance dashboard and its inputs have been defined. |
PFPCS-9315 |
|
A new Revenue and L12M Opportunity by Customer table is now available. |
PFPCS-9311 |
|
A new table is now available to show revenue and L12M opportunity by customer category. |
PFPCS-9310 |
|
A Revenue by Product Category chart has been added to the Customer Overview dashboard. |
PFPCS-9309 |
|
The Revenue and Margin % Over Time chart has been added to the Customers Overview dashboard. |
PFPCS-9308 |
|
A multigauge chart is now available for displaying key metrics. |
PFPCS-9307 |
|
The Customers Overview dashboard now includes a new Summary Chart. |
PFPCS-9306 |
|
New inputs have been added to the Customer Overview dashboard. |
PFPCS-9305 |
|
A Price Waterfall chart is now available in the Revenue and Profit Dashboard. |
PFPCS-9301 |
|
Customer Contribution and Margin % are now defined in the Revenue and Profit Dashboard. |
PFPCS-9300 |
|
A new portlet is now available to show the Product Contribution and Margin %. |
PFPCS-9299 |
|
The Revenue and Margin % by Customer Category chart is now available in the Revenue and Profit dashboard. |
PFPCS-9298 |
|
The Revenue and Profit Dashboard now includes a Revenue and Margin % by Product Category chart. |
PFPCS-9297 |
|
A new Revenue and Margin % Over Time chart is now available. |
PFPCS-9296 |
|
The Summary Chart, which displays key metrics such as revenue, profit, and margin, has been implemented. |
PFPCS-9295 |
|
Revenue And Profit Dashboard inputs are available. |
PFPCS-9294 |
|
The model is now configured to return the base currency from the Transactions Source for use in dashboards. |
PFPCS-9626 |
|
An HTML portlet now shows which model is being used in the Insights Dashboards. |
PFPCS-9859 |
|
The Revenue and Margin % by Product/Customer Category portlets now include horizontal and vertical lines to indicate average values. |
PFPCS-9757 |