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feat(erp-sales-data-assessment): update to new names
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baptiste-bergmann-maxa committed May 30, 2024
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label: "ERP Sales Data Assessment"
label: "Automated insights for ERP and business systems"
position: 1
link:
type: "generated-index"
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## Make ERP Data Friendly

Maxa’s free ERP Sales Data Assessment Native App is an introduction to Maxa’s automated ERP data analytics solutions. It
serves as the first step in a company's journey to unlocking the full potential of its ERP data. Maxa’s free app allows
for a rapid assessment of ERP sales data and accompanies users through a deeper engagement with their ERP insights
directly from the Snowflake Data Cloud.
Maxa’s Native App, running within a Snowflake instance, streamlines the conversion of raw ERP and business data into unified, pre-calculated decision-ready insights across business themes. Users can run the app to discover Maxa data products. It serves as the first step in a company’s journey to unlocking the full potential of its ERP data.

Users can run the app using preloaded sample data or be guided through the steps of mapping their own ERP data from
within their Snowflake environment — all data remains in your instance, with zero privacy or leakage concerns.

Key features of Maxa’s free Sales Data Assessment Native App include:

- Visualization of insights: purchasing trends and variance across customers, products and time lines
- Interactive live Dashboard: utilize the dashboard tab to create and generate customized analytics tailored to your
specific needs or teams’ requests
- Simple ERP Data Mapping: identify dimensions, objects, metrics, and activities seamlessly
Maxa data products make complex business data and insights simple, standardized, and ready to be consumed by non-technical analysts across key business themes.

## Support

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## Step-by-Step Guide to Running the App

### 1. Installation
### Installation

1. Navigate to the marketplace and locate the Maxa app.
2. Click on `Install` to initiate the installation process.
3. Follow the prompts and grant necessary permissions to complete the installation.

### 2. Configuration (ERP Data Mapping)

1. Upon launching the app for the first time, you will be prompted to map your ERP data.
2. Follow the step-by-step instructions to identify dimensions, objects, metrics, and activities within your ERP system.
3. Use the provided sample dataset for reference, as needed.

### 3. Generate Analytics

1. Navigate to the dashboard tab to create your personalized analytics dashboard.
2. Configure different widgets from the available options to visualize key metrics and activities.
3. Start generating analytics by selecting the desired metrics, dimensions, and filters.

---

To uninstall the app, follow these steps:

1. Go to Snowsight on the `Apps` section.
2. Locate Maxa’s ERP Sales Data Assessment app.
2. Locate Maxa’s Automated insights for ERP and business systems app.
3. Click on the three dots on the right, and select `Uninstall`.
4. Follow the prompts to complete the uninstallation.

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