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Increasing your understanding of the effect of your business changes with the Scenario Planner


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Use scenario planning to understand the impact of changes made in Next-Best-Action Designer. Browse the results of next-best-action audience simulations and compare them to real outcomes in a simple, transparent interface. View the results for all issues and groups, or drill down to the details of a single action and channel.

  1. In Next-Best-Action Designer, create and run an audience simulation that corresponds to a new next-best-action configuration that you want to test.

    Create a simulation that tests the effectiveness of assigning an increased business weight to specific actions. For more information, see Prioritizing actions based on customer relevance and business priority.
    You must select Engagement policies and arbitration as the simulation scope. For more information about audience simulations, see Testing Next-Best-Action configuration with audience simulations.
  2. Click Discovery Scenario Planner .

    Because Pega Customer Decision Hub follows best practice guidelines for business change management, you should only do simulation testing in a dedicated Simulations or Business Operations environment. Because of that, the Scenario Planner menu item is inactive on any environment that is designated a Level 5 Production environment.
  3. In the Simulation filter, select the simulation that you created in step 1.

  4. Use the Issue/Group, Action, and Channel filters to select the scope of the view.

  5. Click Apply.

  6. Review the simulation results.

    For more information, see Scenario planning results.
  7. To save the simulation results as an .xlsx file, click Export.

  • Scenario planning results

    The Scenario Planner landing page shows a number of useful KPIs, including audience simulations counts or projected reach, projected accepts based on adaptive models, projected value capture, as well as historical accepts, sends, and impressions.

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