SAP Knowledge Base Article - Public

3532622 - Customer Insight Key Metrics Logic

Symptom

You are using the Customer Insights tab in your accounts and you would like to know the standard logic behind the sections visits, opportunities and sales orders.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Customers work center.
  2. Open the Accounts view.
  3. Open account ABC (where ABC is the ID of an account).
  4. Click in the Customer Insights tab.

Resolution

Visits : only Open and In Process are considered;
Opportunity : only Open and In Process are considered and opportunity having expected revenue greater than 0;
Sales orders : Current Sales orders (from January to till date of the current year) and previous year (from January to till date of the previous year) are considered and then year on year growth would be calculated.

Example (considering today as date where this KBA is created, Oct 24 2024): 
- Current year sales orders date range (as of today) - Start Date : 2024-01-01T00:00:00 and End Date : 2024-10-24T06:17:54 
- Previous year sales orders date range (as of today) - Start Date : 2023-01-01T00:00:00 and End Date : 2023-10-24T06:17:54 

Keywords

Customer, Insights, Logic, Behavior, Section, Visits, Opportunities, Sales, Order, How, Work , KBA , LOD-CRM-SBS-PI , Pipeline & Pipeline Flow , LOD-CRM-ACC , Account , Problem

Product

SAP Cloud for Customer core applications 2408