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Manufacturing Cloud Calculated Insights
Calculated insights are metrics created by using complex calculations that aggregate data based on numerous factors. The Manufacturing data kit contains predefined calculated insights that help sales and service managers analyze data related to asset revenue, customer revenue, and customer cases. Sales and service managers can use these calculated insights to elevate service operations, focus on high revenue-generating assets, and optimize scheduled maintenance of assets. The insights are created based on the digital state in Data Cloud and are automatically recalculated when the base data changes.
Required Editions
Available in: Lightning Experience Available in: Enterprise, Unlimited, and Developer Editions |
Calculated insights are actionable because you can view them in CRM Analytics to understand data patterns, and you can build segments to analyze your customers. See Calculated Insights for more details.
Calculated Insights in the Manufacturing Data Kit
Review the calculated insights that are included in the Manufacturing data kit.
| Calculated Insight | Description |
|---|---|
| Asset Lifetime Revenue | This insight calculates the lifetime revenue that a manufacturer generates from all sales and service activities related to an asset. The lifetime revenue for an asset is calculated by aggregating the revenue generated from the direct orders and work orders related to the asset. This calculated insight derives revenue values from the Asset Revenue Components and aggregates the results by asset. Sales and service managers can use this calculated insight to make informed decisions about asset management, pricing strategies, and resource allocation. |
| Asset Revenue Components | This insight calculates the revenue that a manufacturer generates for an asset from different revenue streams. This calculated insight aggregates information from the Asset Revenue From Direct Sales and the Asset Revenue From Services calculated insights and groups the results by account and asset. Sales and service managers can use this calculated insight to understand the revenue generated for an asset from each revenue stream. |
| Asset Revenue From Direct Sales | This insight calculates the lifetime revenue that a manufacturer generates from direct orders for a specific asset. This calculated insights aggregates revenue from sales orders for an asset. Sales managers can use this calculated insight to optimize sales performance and maximize revenue from orders. |
| Asset Revenue From Services | This insight calculates the lifetime revenue that a manufacturer generates from services, repairs, and maintenance activities performed on a specific asset. This calculated insights aggregates revenue from work orders for an asset. Sales and service managers can use this calculated insight to analyze the profitability from services and improve asset service strategies. |
| Count Of Closed Cases By Asset | This insight calculates all cases in Closed status for an asset. Service managers can use this calculated insight to monitor the resolution of cases related to specific assets. |
| Count Of Closed Cases By Customer | This insight calculates all cases in Closed status for an account. Service managers can use this calculated insight to track the progress and resolution of customer issues. |
| Count Of Open Cases By Asset | This insight calculates all open cases for an asset. Service managers can use this calculated insight to prioritize assets with a high number of open cases. |
| Count Of Open Cases By Customer | This insight calculates all open cases for an account. Service managers can use this calculated insight to focus on resolving open cases for high-value customers or customers with the most urgent issues. |
| Count Of Total Cases By Asset | This insight calculates the total number of cases for an asset. This calculated insight considers cases in all statuses. Service managers can use this calculated insight to understand the overall asset performance and customer satisfaction for the asset. |
| Count Of Total Cases By Customer | This insight calculates the total number of cases for an account. This calculated insight considers cases in all statuses. Service managers can use this calculated insight to gauge the level of customer satisfaction and identity trends in customer issues. |
| Customer Lifetime Revenue From Assets | This insight calculates the lifetime revenue that a manufacturer generates from the sale and service of assets to a specific account. This calculated insight aggregates the lifetime revenue from the assets purchased by the account. It also aggregates the service and maintenance activities performed on the assets that the customer owns. Sales and service managers can use this calculated insight to analyze the long-term revenue potential for a customer and identify opportunities to upsell and cross-sell products and services. |
