Insights from Waterfall Dashboard (Sales Insight)

In the CD2 Iteration 2 release, we have improved the Pricefx Copilot’s understanding of the structure and metadata of both the Waterfall Dashboard and the Waterfall Comparison Dashboards.

This allows the Pricefx Copilot to analyze negative pricing impacts on the result price in the Waterfall Chart. It can then recommend improvements to consider. The Pricefx Copilot can identify whether a price element is a subtraction, addition, or part of an equation. It can distinguish between absolute values, absolute units, and percentages. The Pricefx Copilot can summarize the entire Waterfall Dashboard or focus on a specific element. It can answer various questions related to the data. See the following examples.

Examples

Limitations

Waterfall Models

Currently, only the following Waterfall Models are supported:

Drill-Down

The Waterfall analysis functions at the Waterfall Dashboard level. The drill-down feature has not yet been implemented.