Defining Market Intelligence

Market intelligence (MI) is the analysis of the day to day data of a company's target market, which is used to optimize decision-making and develop effective strategies. Market Intelligence records contain a MI measure and a Net Forecast measure. A number of predefined system MI data measures are available for use in the application.

To define a market intelligence record:

  1. Select Configuration > Common > Measures > Market Intelligence. A list of predefined MI configurations is displayed.
  2. Click New.
  3. Specify the required information:
    Module
    The module in which the Market Intelligence is available.
    Note: When you select a module, the Measure, Net Forecast Measure and Available Spread Measure lists are updated to only display the measures that are applicable for the module.
    Measure
    A unique measure code for the Market Intelligence.
    Net Forecast Measure
    The list of all defined measures.
    Tags
    The predefined tags, that can be used to tag a measure. You can link one or more tags to a measure.
    Available Spread Measure
    Selected from a list of all defined measures. You must specify at least one Available Spread Measure.
    Default Spread Measure
    Selected from the list of Available measures.
    Force Add Note
    If this option is set to On, a note must be added when market intelligence of this type is added.
    Note: The default value is Off.
    Use Default Spread Measure for Period Spreading
    Indicates the Default Spread Measure must be used when spreading to periods. Possible values:
    • On: The default Spread Measure is used to spread to Item, Location and Period.
    • Off: The default Spread Measure is used to spread to item and location and the Period Spreading uses the Cycle's Period Spread Measure.
    Note: The default value is Off.
    System
    Indicates if the Market Intelligence measure is a system defined or user-defined. Possible values:
    • On: The Intelligence measure is system defined and cannot be modified or deleted.
    • Off: The Intelligence measure is user defined.
    Note: By default, this option is disabled.
    Note: When you select a module, the Measure, Net Forecast Measure and Available Spread Measure lists are updated to only display the measures that are applicable for the module.
  4. Click Save. A new MI definition is created.
    Note: You must specify a tag for the cycle to link the MI data records.