General Tab Component (Insights Dashboards)

Date Range

Option

Yes

Last 12 full months

Options:

• Last 12 full months

• Last year + running year

• Last 24 full months

• Last 2 years + running year

• Last 36 full months

Only data within selected date range is aggregated

No UI impact

None

Ranks

InputMatrix

No

Period column: L12M
Type:

• Customer

• Product

For more information see Ranks Default Options.

Matrix:

• Type (Read Only)

• Period (Read Only)

• NumOfRanks (editable >0, integer only)

Drives Product and Customer Rank calculation in: CrossSellRollingPeriod, CustomerRollingPeriod, CustomerProductRollingPeriod, Aggregated Transactions.

Used to build Product Rank & Customer Rank selectors in dashboards: Customers Overview/Trends/Performance

None

Product Hierarchy

InputMatrix

No

N/A

Define levels for data filtering/aggregation; source options combine from “Definition” step (Transactions & Products)

Displays fields for each entry in CrossSellRollingPeriod, CustomerProductRollingPeriod, Aggregated Transactions.

Used for Product Hierarchy input in dashboards: Customers Overview/Performance

Field lists combine from other steps’ Product Hierarchy inputs

Customer Hierarchy

InputMatrix

No

N/A

Define levels for data filtering/aggregation; source options combine from “Definition” step (Transactions & Customers)

Displays fields for each entry in CrossSellRollingPeriod, CustomerRollingPeriod, CustomerProductRollingPeriod, Aggregated Transactions.

Used for Customer Hierarchy selector in dashboards: Customers Overview/Trends/Performance

Field lists combine from other steps’ Customer Hierarchy inputs

Health Score – Share of Revenue and Profit

Slider

No

0.5

• Min Value – 0 (Revenue)

• Max Value – 1 (Profit)

• Step – 0.1

Impacts Health Score calculation in CustomerRollingPeriod DMT (“Health score = Share * Revenue HS + (1 - Share) * Profit HS”)

None

None

Health Score Definition

InputMatrix

Yes

Default Matrix predefined. For more information see Health Score Definition (Default Options).

Used to define Health Scores/Thresholds; integrates with interpolate option below

Health Score calculation in CustomerRollingPeriod DMT (“Health score = Share * Revenue HS + (1 - Share) * Profit HS”).

None

None

Interpolate intermediate values

Boolean

Yes

true (checked)

N/A

Directly controls if intermediate health scores are interpolated and saved (affects configuration output, not DMT calculation formula directly)

None

None

Health Score thresholds

RangeSliderInput

No

20 and 80

Colour/value mapping for thresholds.

• Min Value – 0 (Low Performing)

• Max Value – 100 (High Performing)

• Step – 0.1

None

Sets icon beside Health Score in dashboards: Trends/Customers Overview/Trends by Segment

None

Minimum and Maximum for Margin % Gauge

RangeSliderInput

No

10 and 75

Defines gauge display range for margin %.

• Minimum Value – -20

• Maximum Value – 100

• Step – 1

None

Defines display of Margin Rate gauge in dashboards: Overview/Trends/Performance

None

Minimum and Maximum for Price Realization Gauge

RangeSliderInput

Yes

50 and 100

Defines gauge display range for price realization.

• Minimum Value – 0

• Maximum Value – 100

• Step – 1

None

Defines display of Price Realization in dashboards: Overview/Trends/Performance

None

Trends Thresholds

RangeSliderInput

Yes

-0.05 and 0.05

Defines trend thresholds for dashboard indicators

• Min Value – -1 (Down)

• Max Value – 1 (Up)

• Step – 0.01

None

Controls icon beside Trend values in multiple dashboards: Revenue/Margin/Overview/Performance/Trends

None