The Insight database is a simplified structure built to make it easy to get vital business insights out of your data.
Entity relationship diagram
An entity relationship diagram of the database is below:
Note: The relationships with the Salesperson table are not shown, to aid clarity.
The Insight database is updated periodically.
Before extracting any data, check that the field update_status.updating is set to 0.
Table Overview
Table | Description | Vertical |
Ancillary_Product | Contains information on the ancillary products (e.g. insurances) related to a Quote_Proposal | Asset finance
Auto finance |
Cashflow | Contains information on the income and expenditure related to a Quote_Proposal | Asset finance
Auto finance |
Contact | Contains information on the contacts related to a business Relationship | Asset finance
Auto finance |
Contract | Contains information on the core finance contract entered into by a Relationship | Asset finance
Auto finance |
Opportunity | Contains information on sales opportunities related to a Relationship | Asset finance
Auto finance |
Opportunity Status | Contains information on the status history of an Opportunity | Asset finance
Auto finance |
Order | Contains information on the order of a vehicle | Auto finance |
Order Status | Contains information on the status history of an Order | Auto finance |
Quote_Proposal | Contains information on quotes and credit proposals related to a Relationship | Asset finance
Auto finance |
Quote_Proposal_Status | Contains information on the status history of a Quote_Proposal | Asset finance
Auto finance |
Relationship | Contains information on prospects, customers and previous customers | Asset finance
Auto finance |
Relationship_Address | Contains information on addresses linked to a Relationship | Asset finance
Auto finance |
Salesperson | This table has evolved from its original purpose and would be better called User. Contains information on all Accelerate users | Asset finance
Auto finance |
Task | Contains information on all tasks related to a Contract, Opportunity or Relationship | Asset finance
Auto finance |