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  • MDM - Customer 360 10.4 HotFix 2
  • All Products

Table of Contents

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  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

User Guide

User Guide

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Charts and Graphs

Charts and Graphs

Charts and graphs on the
Home
 page contain enterprise-level information about all customers and tasks. You can view a visual representation of the customers and related information. You can view the breakdown of tasks, grouped by their state and priority.
The charts and graphs can be static or dynamic. You can select data in some charts and then navigate to another interface that shows the relevant records or tasks. You can select data in some charts and navigate to a drilldown chart that provides another layer of data granularity.
Before you analyze the data, ensure that the data reflects the current master data. Your administrator can add or remove charts from the
Home
 page. All managers share the same
Home
 page, so you might want to coordinate with other managers before requesting changes.
Chart
Description
Assigned Tasks By User Roles
Displays the total number of tasks assigned to each user role. If you click any user role in the chart, the Task Manager shows a list of tasks that belong to the selected user role.
Assigned Tasks By Users
Displays the total number of tasks assigned to each user. If you click any user in the chart, the Task Manager shows a list of tasks that belong to the selected user.
Closed Tasks By Users
Displays the total number of tasks closed by each user. If you click any user in the chart, the Task Manager shows a list of tasks that the selected user closed.
Customer Onboarding Time
Displays how long it took to qualify customers.
Customers Added By Year
Displays the number of customers added in each year.
Customer Distribution By Geography
Displays the total number of customers distributed across the world in a map. If you click any country, the chart displays the number of customers distributed across the states of the selected country. If you click any city, a list of customers who belong to the selected city appears as search results.
Open Tasks By Task Type
Displays the total number of tasks that are open for each task type. If you click any task type in the chart, the Task Manager shows a list of tasks that are of the selected task type.
Source Systems
Displays the total number of customers belonging to each source system. If you click any source system, the chart displays a breakdown of total number of customers belonging to the selected source system by year.
Task Priority Overview
Displays the total number of tasks and breaks down the tasks by priority.
Task Status Overview
Displays the total number of tasks and breaks down the tasks by status.
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