Configuration considerations
7 min
Optimizely B2B Analytics has several configuration options that manage how data appears in each dashboard and look. Review these options to ensure you are providing the best data to you and your users. If you have questions about how to best optimize these settings, contact your Customer Success Director.
Order History
- If your ERP Order History is not being imported into Configured Commerce, Optimizely will need to schedule an export of your ERP data with your partner and supply a data format with the fields required for this process.
- If you have any order statuses from Order History that you want to exclude from B2B Analytics, notify Optimizely with a Support Ticket request.
Order Channel
- Your team should select labels to use for offline and online orders. For example, customers often use the labels ERP and ISC to differentiate. You should choose labels that make sense for your company.
- If you can differentiate web orders and different types of offline orders (such as EDI, Phone, Email, Fax, and so on) in your ERP, and you have that data populated into a custom property in Configured Commerce, B2B Analytics can use those channel names rather than just the offline and online designations for better labeling.
Online Orders
- To clarify data for reporting and help ensure the most accurate data possible, Configured CommerceAnalytics captures specific fields about how online orders were received in Configured Commerce. Configured Commerce then passes these fields to B2B Analytics.
- The fields passed to B2B Analytics are as follows:
- OrderSource – The source of an order. Possible values are Blank (default), Web, MobileApp, Punchout, VMI, and Other. The OrderSource field is present in both CustomerOrder (Cart) and OrderHistory tables.
- OrderMethod – The method by which the order was made. Possible values are Blank (default), Browser, Tablet, Mobile, API, and Other. The OrderMethod field is present in both CustomerOrder (Cart) and OrderHistory tables.
- IsCommerceOrder – A True/False value indicating whether the order originated in Configured Commerce. It will be set to True only for records representing an order that will be be fulfilled. The default value is False. The IsCommerceOrder field is present in the CustomerOrder (Cart) table.
Note
These fields cannot be viewed or modified in the Configured Commerce Admin Console. They exist for the sole purpose of reporting in B2B Analytics.
Customers
- If there are customers in your Configured Commerce Order History that you want to exclude from Analytics (that is test customers), send all applicable customer numbers to your Customer Success Director.
Customer Groups
- If you have customer groups defined in Configured Commerce (such as territory, verticals, and so on), identify the fields used to define these segments and communicate these to your Customer Success Director. B2B Analytics supports multiple segment groups up to three. If you do not have customer groups in Configured Commerce, filtering by customer groups will not be available in B2B Analytics.
Product Groups
- If you have product groups defined in Configured Commerce (such as Configured Commerce taxonomy and ERP product groups), identify the fields used to define these groupings and communicate these to your Customer Success Director. If you do not have product groups defined in Configured Commerce, filtering by customer segments will not be available in B2B Analytics.
Note
If you are using product categories and have products in multiple categories, the first category by sort order will be used, unless other criteria is provided. This needs to be a 1:1 relationship for proper reporting.
Product Disengagement Dashboard
- The default setting to identify repeat purchase items to use in the disengagement calculation for the Product Disengagement dashboard is Per Bill To customer, 5 purchases for a single product number in the past 90 days. You can change this setting upon the launch of B2B Analytics. Optimizely recommends no more than a 180 day time frame, as this dashboard is not designed for seasonal items.
- B2B Analytics uses these numbers to identify all products that match or exceed this pattern, and then looks at the average days between orders. From this point, Analytics does another calculation that adds a threshold tolerance between orders. Analytics also identifies products that are outside the specified tolerance. Those customer-product combinations are identified as Possibly Disengaged in the dashboard.