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. Working with Drafts
  8. Participating in Review Processes
  9. Importing Data
  10. Resolving Duplicates
  11. Investigating Data Changes
  12. Investigating Hierarchies and Relationships
  13. Viewing the Relationship Graph

Customer Dashboard

Customer Dashboard

A customer dashboard displays all relevant information of the customer. The dashboard displays customer details, such as contact information, financial data, preferences, previous purchases, hierarchies, tweets, and attached documents.
You cannot edit the data in a dashboard view.
The following image shows the customer dashboard for a person type customer: Dashboard view of a person customer displaying the customer data
The Product Details panel displays the product purchase history of the customer. Each product in the panel is a link that you open and view the product details.
The following image shows the details of a product: Details of a product from the Product Details panel of a customer dashboard.
The following image shows the customer dashboard for an organization type customer: Dashboard view of an organization customer displaying the customer data
The Hierarchies panel displays how a record is related to other records in a hierarchical format. A record can belong to multiple hierarchies. If an MDM Hub administrator defines a default hierarchy, the Hierarchies panel displays the default hierarchy for the record. Otherwise, the Hierarchies panel displays a list of hierarchies to which the record belongs. You can then select a hierarchy that you want to view. After you select a hierarchy, you can click a record to view the record details.
The Documents panel displays the list of documents that belong to a customer. You can filter, sort, and download the documents.