# Add Business Context

## Define Business Terminology <a href="#id-2-add-business-context" id="id-2-add-business-context"></a>

Define specific business terminology and instructions on how key business metrics should be calculated.

{% embed url="<https://www.youtube.com/watch?v=pVhxaKYwnyo>" %}

### Step-by-Step Guide <a href="#step-by-step-guide-1" id="step-by-step-guide-1"></a>

1. Navigate to the 'Context' tab.
2. Ensure you are in Edit Mode.
3. Add in specific business terminology you would like Lumi to know about.
4. Add in context on how Lumi should calculate key metrics when prompted.

### Sample Examples For Reference <a href="#sample-examples-for-reference" id="sample-examples-for-reference"></a>

To help guide your input, consider these examples illustrating how to define business terminology and key metrics calculation instructions:

### **Business Terminology**

| Alias | Content                                                                                     |
| ----- | ------------------------------------------------------------------------------------------- |
| CP    | ‘CP' is the short abbreviation for customer name 'Custom Parts Unlimited LLC' (ID = C0522). |

### **Key Metrics**

| KPI             | Content                                                                                                                                                                                       |
| --------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Obsolete SKUs   | Obsolete SKUs are SKUs where sum of consumption over the past 12 months is equal to zero.                                                                                                     |
| Net Order Count | To calculate net order count, subtract the distinct count of returned orders (where order\_status = ‘Returned’) from the distinct count of closed orders (where order\_status = ‘Completed’). |

### Details <a href="#business-context-best-practices" id="business-context-best-practices"></a>

| Detail                  | Content                                                                                                        |
| ----------------------- | -------------------------------------------------------------------------------------------------------------- |
| Fiscal Year             | Our fiscal year starts on May 1st.                                                                             |
| Multi-Channel Customers | Multi-channel customers are customers that have made purchases both online and in-store in the last 12 months. |

### Business Context Best Practices <a href="#business-context-best-practices" id="business-context-best-practices"></a>

* **Clarity Is Key.** Use clear, concise language to describe terms and calculation methods. Avoid ambiguity to ensure Lumi accurately interprets your instructions.
* **Consistency Matters.** Ensure consistency in terminology and metrics definitions across your inputs to prevent confusion and ensure reliable analytics outputs.
* **Validate Through Testing.** After inputting your business context, run test prompts to verify that Lumi correctly understands and applies the provided information. Adjust as necessary based on the outcomes.
* **Regular Updates.** Business operations and metrics can evolve. Regularly review and update your context inputs to keep Lumi's outputs relevant and accurate.

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