Customer 360° Dashboard

Oracle Revenue Management and Billing offers a 360° dashboard that provides comprehensive, real-time, and interactive view of the customer’s profile, financials, product and pricing, billing and payments, disputes, and deals. This dashboard built on Oracle's Redwood design principles organizes the functional data using scoreboards at the top of the screen. You can access the required information with minimal clicks, thereby enhancing the user experience and screen efficiency.

At present, we have offered this enhanced 360° dashboard to view the information at the customer level and not at the account level. For account level 360° information, you can continue to use the old Customer 360° Information screen until we design the new enhanced Account 360° Dashboard in the upcoming release. You can access the new Customer 360° Dashboard from the Customer 360° View screen.

The Customer 360° Dashboard displays key customer information at the top of the screen. The display order in which the key customer attributes are shown is configurable with the option to view more attributes in the drawer (i.e., side panel). The Quick Links in the extreme right-corner enables you to launch the entity-specific context menu and navigate to other screens in the application. The screen is functionally split into different scoreboards. Each scoreboard provides a quick overview of key metrics (KPI), such as total usage accounts in the customer hierarchy, total outstanding amount of the customer, number of effective prices, total overdue amount, total dispute amount, and number of active deals, apart from the detailed information. The different scoreboards in Customer 360° Dashboard are:

• Customer Hierarchy

• Financials

• Product and Pricing

• Billing and Payments

• Deals

If all the accounts in the customer hierarchy have the same invoice currency, the system displays all the statistics in the respective invoice currency. But, if all the accounts in the customer hierarchy do not have the same invoice currency, the system does the currency conversion in the customer’s division currency and displays the statistics in the division’s base currency. However, if the customer does not belong to any division, the system does the currency conversion in the implementation currency (i.e., currency defined in the installation options) and displays the statistics in the implementation currency.

To address this currency conversion requirement for Customer 360° Dashboard, the following new columns are added to the C1_​FT_​EXT table - IMPL_​CURCY_​CD, IMPL_​CURRENCY_​AMT, IMPL_​CURRENCY_​EXCHRATE, IMPL_​CURRENCY_​EXCHRATE_​ID, ACCT_​DIV_​CURCY_​CD, ACCT_​DIV_​CURCY_​AMT, ACCT_​DIV_​EXCHRATE, ACCT_​DIV_​CUR_​EXCHRATE_​ID, PER_​DIV_​CURCY_​CD, PER_​DIV_​CURCY_​AMT, PER_​DIV_​EXCHRATE, PER_​DIV_​CUR_​EXCHRATE_​ID.

A new batch named C1-FTUPD is introduced in this release. It is a one-time upgrade batch that you need to execute before using the new Customer 360° dashboard. It will update the data in the newly introduced columns for the required financial transactions. The system will then accordingly do the currency conversion and display the statistics in the dashboard. However, before executing this batch, you need to attach an algorithm created using the C1-CREFTEXT algorithm type to the Post FT Creation system event of all the customer classes.

Parent Topic: Customer 360° View