Customer Rolling Period (Insights Dashboards)

Properties

  • Name – CustomerRollingPeriod

  • Label – Customer Rolling Period

Fields

  • Customer Id – String

  • Customer Name – String

  • Customer Hierarchy – String

  • PFX Complete Customer – String

  • Segmentation – String

  • Customer Segment – String

  • Customer Rank – Number

  • Health Score – Number

  • Health Score Buckets – Number

  • Revenue Trend – Number

  • Profit Trend – Number

  • Quantity Trend – Number

  • Revenue – Number

  • Profit – Number

  • Quantity – Number

  • Price Realization – Number

  • Customer Attributes – String

Example Values

Segmentation

Industry

City

Country

Customer Class

Customer Type

Region

Sales Org

Sales Person

Parent Field Name

Top Level Hierarchy

Top Level Name

Customer Id

Customer Name

PFX Complete Customer Hierarchy

Customer Rank

Health Score

Revenue Trend

Profit Trend

Quantity Trend

Revenue

Profit

Quantity

Price Realization

Health Score Bucket

Meat, poultry, and seafood

Food and beverage

Hollis

United States of America

A

Industry

AMER

Northeast

Gemma Jarvis

Essick Air Products

C-0126

Essick Air Products

C-0126

Essick Air Products

Meat, poultry, and seafood-Food and beverage

10

24.4

-0.40748

-0.36568

-0.43433

883387.5

233071.3

5634

0.9678

1

Coatings and paint

Chemical

Warwick

United States of America

C

Industry

AMER

Northeast

Gemma Jarvis

Incing Group

TLH-01

Incing Group

C-0029

Exac

Coatings and paint-Chemical

9

100

-3.28749

-2.42177

-1.82276

2050290

332992.4

20735

0.926121

4

Smart grid systems

Electrical equipment

Neu Dorothealand

Germany

A

Direct Customer

EMEA

Germany

Van Parsons

Uniholding Group

TLH-18

Uniholding Group

C-0492

Savard

Smart grid systems-Electrical equipment

10

100

-1.74764

-1.48383

-1.79549

9190.78

1920.76

318

0.970368

4

Customer Rolling Period table is fixed to L12M aggregation (Last 12 full months).