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OroAnalyticsBundle

OroAnalyticsBundle provides a framework that allows developers to enable analytical metrics in OroCRM applications.

Out-of-the-box, the bundle implement RFM metric, allows users to enable the metric and to configure score for metric parameters for Magento Channels, then see RFM metric on accounts and Magento customers view pages or build custom reports based on the calculated RFM metric data.

Overview

The bundle includes:

  • interfaces necessary to create and use a metric builder
  • settings of the analysis results visualization tools
  • a command for recalculation of the analytical results

Out of the box, the bundle is used to implement calculation and realization of (RFM) metrics.

You can also implement additional metric builders.

OroAnalyticsBundle Interfaces

The following interfaces defined in the bundle can be implemented for the aims of analysis:

  • AnalyticsAwareInterface: must be implemented for the entity to enable processing by a metrics builder
  • AnalyticsBuilderInterface: must be implemented for a metrics builder to enable collection of its metrics by the Analitics builder
  • RFMAwareInterface : must be implemented for an entity of a Channel to enable processing of its RFM metrics.
  • RFMAwareTrait: can be used for an entity of a Channel to extend it with custom fields to keep RFM scores.
  • RFMProviderInterface: must be implemented for a provider function (added to the service container with oro_analytics.builder.rfm tag) for the provider to pass the metric values to the metric builder.

OroAnalyticsBundle Visualization Tool Settings

Settings of the tools designed for visualization of analytical results are kept in the bundle. Currently, the only tool implemented enables users to define a sets of threashold values, such that all the RFM metrics within a specific interval are assigned a specific score that will be saved in the dedicated custom fields. Representation of the form in the UI and the fields available can be configured from the Analytics Bundle.

OroAnalyticsBundle Recalculation Command

Recalculation is performed with oro:cron:analytic:calculate cron command.

The following parameters can be used with the command:

  • --channel=# (optional) - specify the Channel the data from which will be used to calculate the metrics
  • --ids=# (optional) - object identifier for the metrics to collect You can use the "Option" to specify ids and calculate all specified metrics with one command. (Example: oro:cron:analytic:calculate --channel=1 --ids=1 --ids=2). Please note that 'ids' can be defined only if a channel is defined.

RFM Metrics Collection and Processing with Oro

RFM are customer value assessment by Recency, Frequency and Monetary metrics. The metrics are configured at a Channel level and can be used to define columns, conditions and filters of segments and to create reports.

In order to collect RFM values of an entity:

  • Define the following settings for the entity in the channel bundle:

    • implement RFMAwareInterface interface : now RFM metrics are collected for the builder
    • implement RFMAwareTrait trait : now the entity has fields to save the scores into
    • define providers for each metric of the entity to be collected and implement RFMProviderInterface for each provider : now you have defined the functions to collect the metrics
  • Add the providers to the service container with oro_analytics.builder.rfm tag: now they can be used by the system

As soon as RFMAwareInterface is implemented, the RFM Segment Configuration section will appear in the “Edit” form of the Channel. Define the intervals for the scores for each of the metrics available.

  • Run the calculation command for the channel and all the defined RFM metrics will be collected and scores will be assigned to the entity records.

Custom Metric Builders

You can implement additional analytical metric builders. To do so:

  • Define the following settings for the entity in the channel bundle:

    • specify the custom fields of an entity that will be used to store the metrics data
    • implement AnalyticsAwareInterface: now metrics of the entity will be collected
  • Add the metric builder to the AnalyticsBundle and implement AnalyticsBuilderInterface for it.