Prep data

For Sales IQ to generate summaries aligned with your objective, you must prep your data in the system, then run the data through the desired engine.

To prep your data:

1. Normalize your data to one currency as needed.
2. Refresh your time periods.
3. Refresh your seasonality data.

When you run the data through an engine, Sales IQ processes your data as system entities based on three data types:

• Customer data
• Product data
• Transaction data

Customer data

Sales IQ processes customer master data as Customer entities. To view your normalized customer data, go to the Sales IQ Customers worksheet. Depending on your user permissions, the worksheet will resemble the following image.

Each customer has a Customer Id attribute. This attribute is a unique ID for the customer.

Product data

Sales IQ processes product master data as Product entities. To view your normalized product data, go to the Sales IQ Products worksheet. Depending on your user permissions, the worksheet will resemble the following image.

Each product has a Product Id attribute. This attribute is a unique ID for the product, and matches the product’s lowest level part number or SKU.

Transaction data

Sales IQ processes transaction master data as SIQ Transaction Aggregated entities. Each entity has the following attributes:

• Customer Id—Unique ID for the corresponding customer.

• Product Id—Unique ID for the corresponding product. This attribute matches the product’s lowest level part number or SKU.

• Aggregation Period—A weekly, monthly, or custom aggregation period:

  • When using a weekly aggregation, store this attribute as the Monday of each week.
  • When using a monthly aggregation, store this attribute as the first of each month.
  • When using a custom aggregation, store this attribute with a custom start and end date.

  To edit, read Refresh time periods.