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Specializing the Calculate budget scorecard

Updated on December 8, 2020

Set the amount that you are willing to invest by editing the Calculate Budget strategy.

  1. Launch the Pega Customer Decision Hub portal by logging in with administrator credentials.
  2. Click IntelligenceStrategies.
  3. In the search field, enter Calculate Budget, and then click View.
  4. On the strategy row, click ActionsOpen Canvas.
  5. Right-click the Scorecard Model shape, and then click Open Scorecard.
  6. Specialize the Calculate budget scorecard in your own ruleset by clicking Save asSpecialize by class or ruleset.
  7. In the Edit Scorecard window, on the Scorecard tab, allocate a score to your plan, as shown in the following example:
    Allocating the score to your plan
    Part of the edit scorecard window that allows you to allocate a
                                prediction score by using a condition.
    1. Next to the Predictor expression field, click the Build an expression icon.
    2. In the Expression builder dialog box, replace <OfferNameHere> with MobileZebra, and then click Submit.
    3. In the Otherwise field, enter 50.
    4. Click Save, and then Check in.
    For more information, see Defining predictors for scorecards.
  8. In the header of Dev Studio, click Launch portalNBAA portal.
  9. Navigate to the Negotiation section.
  10. At the bottom of the Negotiation section, ensure that your budget is visible.
  • Previous topic Determining the investment budget for Pega Next-Best-Action Advisor
  • Next topic Adding advertised bundles

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