Actionable Insights

Proactively identify and address business opportunities and risks

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What is Actionable Insights

Actionable Insights is a new Pricefx feature that allows users to identify business opportunities and risks proactively, set actions, and assign them to the right person adequately. 
Actionable Insights from pricex

Key Features of Actionable Insights

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Actionable Insights - watcher
Automated alerts

User-oriented setup of “pattern” detections (based on any data threshold, time period or segment comparison)
Data-driven

Leverage any Datamart data and/or Optimization outputs

Top of mind

Alerts are pushed to the notification center and your email.  Plus they'll be available on your Pricefx Homepage. 
Actionable Insights - watcher

USE CASES FOR ACTIONABLE INSIGHTS

Identify margin opportunities

Detection of a margin opportunity driven by segment-based comparison of actual margin value

Detect low margin deals

Detection of a low-margin deal based on a the margin percentage going below specified threshold

Uncover churn risk

Detection of churn risk based on decreasing trend across volume, revenue or margin

Actionable Insights Workflow

Define Watcher

  • Decide the rules to follow to detect a situation
  • Data sources, parameters, and thresholds to be regularly observed
  • Watcher can be based on any Datamart data

Define Action

  • Define the recommended actions and who they should be assigned to
  • Option to refer to a selected dashboard

Detect Action

  • Actions are created on a regular basis following the rules defined in Watchers
  • Alerts are triggered, and sent to the Notification Center, and Actions are added to the Homepage

Execute Action

  • Tasks are executed by the assigned users 
  • Quick access to the relevant dashboard for additional context
  • Available from the Homepage

FAQs

You’ve got questions and we’ve got answers.
How do I get access to Actionable Insights?
Do I need to have a certain Pricefx capability to use Actionable Insights? 
I'm a Pricefx partner, what can I do about this new feature?
Does it cost anything to enable Actionable Insights?

Knowledge Base for Business Users

Learn how Actionable Insights can help business users be more proactive

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Knowledge Base for Technical Users

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Paper Plane Release

Find out more about Paper Plane Release