Comparing decision results in the Visual Business Director planner

Check the performance of the champion and challenger strategies across all channels, products, or lines of business in the 3-D graphical view to see how the challenger strategy compares to the champion strategy.

  1. Access VBD planner.

  2. In the right side panel, click the Data tab.

    1. Select a primary data source.

    2. Select a reference data source.

    3. If the primary data source is not the same as the reference data source, select a data mode:

      • Regular - This mode shows the primary data source versus the reference data source.

      • Delta - This mode provides comparison between the reference data source and the primary data source by showing the delta between the results of two strategies. The red cone means that the value of the reference data source is higher than the primary source.

    4. Click Update data to update the selected data sources.
    5. Select the Automatically update data check box.

  3. Click the Time tab and specify the time range for showing the data.

    • In the Show list, select a predefined time range.

  4. Click the Filter tab and select dimension levels to define customer interactions.

    1. Select check boxes to include specific dimensions or click Select all .

    2. Click Apply changes .

    Together with KPIs, dimensions are used in VBD to construct the business view. The visualization of dimensions is determined by the dimension filter and the Set Y Axis and Set X Axis dialog boxes.

  5. In the scene, move the mouse cursor to a particular bar in the chart to see its details.

  6. Click a highlighted KPI line chart on the wall to refresh the scene with data of the selected KPI.
  7. Configure the scene.

    • Select a KPI to display on the wall. VBD planner displays up to six of the most recent KPI line charts. If more than six KPIs are defined, you can select one to display on the wall.

      1. Click the KPI title that is displayed on the wall.

      2. In the Select KPI dialog box, select a KPI to display, and click OK .

    • Click a KPI chart to display it on the grid.

    • Change the dimension that is displayed on the y-axis.

      1. Click the axis label on the left.

      2. In the Set Y Axis dialog box, select a different dimension or a level in the dimension and click OK .

    • Use the sliders in the Timeline console below the scene to change the time range for showing the data.

    • Change the dimension that is displayed in the x-axis.

      1. Click the axis label on the right.

      2. In the Set X Axis dialog box, select a different dimension or a level in the dimension and click OK .

      For example, you can perform time-based analysis for outcome by setting the y-axis to outcome, and setting the x-axis to the time period for showing customer behavior.

    • Manipulate the scene with the buttons in the top right corner or mouse and keystroke actions:

      • To rotate the scene, drag it using the left mouse button.

      • To move the scene, drag it using the right mouse button. You can also use the arrow keys.

      • To zoom in or out, scroll the mouse wheel.

  8. To reset all the settings in the right side panel, click Refresh .