Customer 360

This report displays the circular graphical representation that is divided into several sectors. Each sector represents the value of the dimension or measure such as Turnover, Customer Since, Total Assets Balance, Total Liability Balance, No. of Assets Product, No. of Liability Product, No. of Products Held (currently), No. of Products Held (since the inception of a customer), Debit Turnout, Mitigant Value, Total Spent, and so on of the customer that is selected.

This is a Sunburst Report. When you click a particular segment, the selected segment rotates and is displayed on the top part of the circle for better visualization. The radial axis on the anti-clock side of every sector represents the scale for that sector. The following values are represented in each sector:

  • Customer Value: This represents the dimensional value of the customer across the scale.
  • Segment Average: This represents the average value of the dimension of the segment to which the customer belongs.
  • Enterprise Average: This represents customers from all the segments considered to compute the average value of dimension or measure.

You can click the links for the Customer, Scores, and Ratings Sections, and view the detailed report for each of them.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-8 Customer 360 Tab

Filter Name Filter Option Generated Report Report Description
Analyze By Account Account Profile Report This report shows Account level information of customer account selected.
Analyze By Customer Customer Credit Rating Jump off Report This report shows Credit Rating of the Customer Corporation.
The report generated is divided into two sections. These are detailed in the following table:

Table 3-9 Reports in Customer 360 Tab

Section Name Description
Corporate Profile This report represents the corporate description, date, and country of incorporation and the number of employees.
Customer Central

This Report Represents Customer Financial information through a sunburst wheel chart.

This report displays the circular graphical representation that is divided into several sectors. Each sector represents the value of the dimension or measure, that is, Turnover, Customer Since, Total Assets Balance, Total Liability Balance, No. of Assets Product, No. of Liability Product, No. of Products Held (currently), No. of Products Held (Since the inception of a customer), Debit Turnout, Mitigant Value, Total Spent, and so on, of the customer that has been selected. This is a sunburst report. On clicking a particular segment, the selected segment rotates and appears on the top part of the circle for better visualization.

The radial axis on the anti-clock side of every sector represents the scale for that sector. The following values are represented in each sector:

  • Customer Value: This represents the dimensional value of customers across the scale.
  • Segment Average: This represents the average value of the dimension of the segment that the customer belongs to.
  • Enterprise Average: This represents customers from all the segments considered to compute the average value of dimension or measure.

Hyperlinks are provided under the Customer, Scores, and Ratings section. On clicking these hyperlinks, you are navigated to the respective detailed reports.