Table of Contents

Set Up Customer Insights

You need to set up how the customer insights will be calculated.

This page can also be set up from the Set up Customer insights assisted setup.

  1. Choose the icon, enter Customer Insights Setup, and then choose the related link.

  2. On the Customer Insights Setup page, if applicable, select Schedule Customer Insights Tracking in the banner message to set up the NICCIN Calc Customer Insights (23093710) job queue to run weekly.

    The job queue calculates the customer insights, and will run in a week's time at the same time it was first run. The insights can only be calculated from the job queue.

    Note

    The job may take a long time to run depending on the number of customer records and the duration. It is recommended to run the job after hours. Select Set Up Job Queue to update the job queue to run after hours.

  3. Populate the following fields:

    Note

    If you want to change the default targets after entries have been calculated, select Change Default Targets. Then, on the Change Default Targets page, update the values and select Update Default Targets & Entries.

    Field Description
    Duration

    Enter how far into the past to search for records to use in the customer insights calculation.

    The duration is required to calculate the customer insights. You must enter a minus (-) and enter one of the following time units: D, WD, W, M, Q, or Y. For example, -6M will look back 6 months from the date the job queue was run.

    If you change the duration to a shorter time frame, any previously calculated records will still exist.

    Any records posted outside of the specified duration will not be included in the insights. To include newly posted records, update the duration to a range that includes these records.
    Date Filter

    Enter the default date range filter for the records on the Customer Insights page.

    For example, T-CM-6M..T-CM shows insights for the past 6 months from the current month.
    Early Payment Formula

    Enter the time period after the invoice posting date within which an invoice is considered to be paid early. The value is used when calculating the EARLY-PAYMENT metric.

    For example, 2W means a payment is early if it is fully paid within two weeks of the invoice posting date. If an invoice is posted on November 1, any payment made between November 1 and November 15 (inclusive) will be marked as early.

    If an invoice is only partially paid during the early period, it will not be considered an early payment.
    Default Total Sales Target

    Enter the default total sales amount a customer should achieve.

    The value will be overridden if customer targets are set up.
    Default Invoice Sales Target

    Enter the default invoice sales amount a customer should achieve.

    The value will be overridden if customer targets are set up.
    Default Credit Sales Target

    Enter the default credit sales amount a customer is expected to receive.

    The value will be overridden if customer targets are set up.
    Default Profit Target

    Enter the default profit amount a customer should achieve.

    The value will be overridden if customer targets are set up.
    Default Profit % Target

    Enter the default profit margin a customer should achieve.

    The value will be overridden if customer targets are set up.
    Default Discount Target

    Enter the default discount amount a customer is expected to receive.

    The value will be overridden if customer targets are set up.
    Default Refund Target

    Enter the default refund amount a customer is expected to receive.

    The value will be overridden if customer targets are set up.
    Default Rebate Target

    Enter the default rebate amount a customer is expected to receive.

    The value will be overridden if customer targets are set up.