DD11 Customer 360: how it was built
What should I raise on this call? Rebuild this dashboard step by step in the Data Canvas.
DD11 · Customer 360
Code in this build: 6 widgets written in SQL, and 1 filter, chart or pivot setting written as code.
The question: What should I raise on this call?
Who asks, and when: An account manager, before a call.
The decision: What to raise on the call: the money owed, the open issues, what they buy.
What the dashboard shows: Helix Retail Group has bought 1.6M over 31 months and pays on time 136 times out of 140 - but four invoices are overdue, the oldest of them 985 days past due.
Follow the pictures below, in order, and you end up with the same dashboard. Every step is one thing you do in the Data Canvas, on the demo data that installs with DataPallas.