Step 1: Accessing the Customer Dimension Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

A new window will appear.

Scroll to the Customer section and locate the items labeled Customer Dimension 1 through Customer Dimension 8.

These dimensions form a cascading structure for classifying customer details across multiple levels.

Note: You can control how many of these dimensions are visible in your workspace.

To do this, go to Configuration Settings > Customer > Visible Fields, and define the number of visible dimensions according to your business needs — whether that’s 3, 5, or all 8.

Step 2: Understanding the Purpose

Customer Dimensions allow you to create multi-level categorizations that define a customer’s profile, industry, operations, and services.

They are especially useful for:

• Generating detailed segmentation in dashboards

• Building automation and filtering rules

• Supporting region-specific or service-based reporting

• Enabling better data-driven decisions

Each dimension drills deeper — from broad classification down to granular service or operational levels.

Step 3: Creating a New Entry

To create any new dimension:

1. Click the + button in the top right corner

2. Input the name of the new dimension item

For this example let us just create until 5 Dimensions.

📁 Dimension 1: Industry

Example: Hospitality & Travel

This is the broadest categorization. It defines the customer's overall sector.

Ensure the Active toggle is on

Only active dimensions are available for selection in workflows, customer forms, and reporting.

Once saved, the new dimension becomes selectable in downstream dimension levels.

Next, Dimension 2: Business Unit

Example: Hotel Operations

Here, we narrow down the customer's core function within the industry.

Let’s proceed to Dimension 3: Department

Example: Front Desk Services

This dimension reflects specific departments that exist within the business unit.

Then, Dimension 4: Service Type

Example: Guest Check-In & Concierge

This classifies the actual type of service offered or consumed by the customer department.

For our last example, Dimension 5: Service Package

Example: Premium Guest Welcome Package

The final layer in this chain describes specific offerings, contracts, or bundles provided.

Each level is dependent on the previous, creating a precise and meaningful hierarchy for segmenting your customer base.

Step 4: Navigating Between Dimensions

You can navigate by clicking on any active item under a dimension. Doing so opens the next dimension level, where you can define subcategories.

Using our example:

• Click Hospitality and Travle in Dimension 1 to open Dimension 2

• Add or manage Hotel Operations

• Click Front Desk Services to define Dimension 3, and so on…

This intuitive, progressive navigation allows for deep classification without clutter or confusion.

You’ve now successfully:

• Created and activated Customer Dimensions

• Built a cascading hierarchy from Dimension 1 to Dimension 5

• Understood how each level builds upon the last

• Learned how to navigate and manage nested classifications