Customer Insights Extension Suite
Revenue Intelligence at the Customer Level
Predictive Analytics from Promotion to Purchase
The Customer Insights Extension Suite extends PerformanceIQ 365’s live per-second intelligence to the commercial engine of your enterprise. This suite provides comprehensive oversight across customer behavior patterns, promotional effectiveness, demand signals, and pricing optimization, transforming traditional reactive sales management into a proactive, revenue-maximizing discipline. Organizations gain the ability to anticipate customer needs, optimize promotional investments, and maintain pricing integrity through a unified commercial intelligence framework.
When integrated within PerformanceIQ 365, this extension suite coordinates seamlessly with the Sales, Finance, and Operations Functional Suites. Customer transaction data informs revenue forecasting, promotional performance drives marketing investment decisions, and demand signals flow upstream to supply chain planning in real time. The result is a connected customer intelligence layer that eliminates the silos traditionally separating commercial operations from enterprise performance management.
The Customer Insights Extension Suite includes:
- Real-Time Customer Insights delivers live visibility into customer behavior, transaction patterns, and engagement metrics across all commercial channels
- Trade Promotion Management provides end-to-end promotional planning, execution tracking, and ROI analysis for trade marketing investments
- Demand Forecasting enables AI-driven demand prediction with customer-level granularity and dynamic adjustment capabilities
- Dynamic Pricing offers real-time pricing optimization based on market conditions, competitive positioning, and margin requirements
- Customer Insights Compliance ensures continuous monitoring of contractual obligations, pricing agreements, and regulatory requirements
Customer Insights Extension Suite
Real-Time Customer Insights
Live Visibility Into Customer Behavior and Transaction Patterns
The Real-Time Customer Insights Extension delivers continuous visibility into customer purchasing behavior, engagement patterns, and transaction velocity across all commercial channels. This extension captures customer interactions, order activity, and relationship metrics as they occur, providing commercial leadership with complete customer awareness without delayed reporting or manual consolidation from disparate sales systems.
When integrated with the Sales and Finance Functional Suites within PerformanceIQ 365, customer intelligence flows directly into revenue analysis and financial forecasting. Customer transaction trends automatically inform sales projections, engagement metrics connect to account health scoring, and behavioral shifts surface alongside their revenue implications. Executives gain the ability to trace customer activity to financial outcomes across the entire commercial organization.
Customer Insights Extension Suite
Trade Promotion Management
End-to-End Promotional Intelligence from Planning to ROI
The Trade Promotion Management Extension provides comprehensive oversight of promotional planning, execution tracking, and performance analysis across all trade marketing investments. This extension manages promotional calendars, spending commitments, and effectiveness metrics, enabling commercial leadership to optimize trade spending while maintaining complete visibility into promotional ROI and customer participation rates.
When integrated with the Sales and Finance Functional Suites within PerformanceIQ 365, trade promotion intelligence connects directly to revenue attribution and margin analysis. Promotional spending automatically informs profitability calculations, execution compliance data flows into vendor scorecards, and ROI metrics surface within marketing investment dashboards. The result is a unified view of trade promotion performance that connects spending decisions to measurable commercial outcomes.
Customer Insights Extension Suite
Demand Forecasting
AI-Driven Demand Prediction with Customer-Level Granularity
The Demand Forecasting Extensions transform traditional aggregate forecasting into precise, customer-level demand prediction with continuous AI-enhanced refinement. This extension analyzes historical purchasing patterns, promotional response rates, seasonal factors, and external market signals to generate forecasts that adjust dynamically at the individual customer and product level as conditions change.
When integrated with the Sales and Operations Functional Suites within PerformanceIQ 365, demand intelligence connects directly to sales planning and supply chain preparation. Customer-level forecasts inform territory planning, product-level predictions drive inventory positioning, and forecast accuracy metrics flow into continuous improvement dashboards. Organizations gain demand visibility that bridges commercial planning and operational execution without the traditional forecast-to-fulfillment disconnect.
Customer Insights Extension Suite
Dynamic Pricing
Real-Time Pricing Optimization Based on Market Conditions
The Dynamic Pricing Extension delivers intelligent pricing recommendations and automated adjustment capabilities based on market conditions, competitive positioning, inventory levels, and margin requirements. This extension monitors pricing drivers continuously and surfaces optimization opportunities, enabling commercial leadership to maintain pricing integrity while responding to market dynamics in real time.
When integrated with the Sales and Finance Functional Suites within PerformanceIQ 365, pricing intelligence connects directly to margin analysis and revenue optimization. Price adjustments automatically inform profitability projections, competitive positioning data flows into strategic dashboards, and margin protection alerts surface when pricing thresholds approach critical levels. Commercial and finance leadership gain a shared view of pricing performance that balances revenue growth with margin discipline.
Customer Insights Extension Suite
Customer Insights Compliance
Continuous Monitoring of Contractual and Pricing Obligations
The Customer Insights Compliance Extension provides ongoing oversight of customer contractual commitments, pricing agreement adherence, and regulatory requirement compliance across all commercial relationships. This extension monitors pricing accuracy, rebate calculations, contractual terms, and compliance documentation, surfacing exceptions and risks as they develop rather than during periodic audits or customer disputes.
When integrated with the Finance and Sales Functional Suites within PerformanceIQ 365, compliance intelligence informs revenue recognition and customer relationship management. Pricing discrepancies flag automatically within billing workflows, contractual non-compliance surfaces within account dashboards, and regulatory risks flow into enterprise compliance reporting. Organizations gain proactive commercial compliance oversight that protects both revenue integrity and customer relationships.
