Discount Creep Agent (Formula Expressions)

This page provides summary of the Formula Expressions used in the Discount Creep Agent (Reference).

Current Discount Rate

Definition

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Defines the percentage between the reference price and the price of the realized transaction in the current period.

Formula

(SUM(ListPrice) / NULLIF(SUM(InvoicePrice),0)-1) * 100

Previous Discount Rate

Definition

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Defines the percentage between the reference price and the price of the realized transaction in the previous period.

Formula

(SUM(ListPrice) / NULLIF(SUM(InvoicePrice),0)-1) * 100

Current Margin Rate

Definition

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The weighted gross margin percentage for the current period. Calculated as the total margin divided by the total invoice price for all included transactions in the current period. This metric reflects the overall profitability as a percentage of revenue.

Formula

SUM(Margin)/SUM(InvoicePrice)

Previous Margin Rate

Definition

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The weighted gross margin percentage for the previous period. Calculated as the total margin divided by the total invoice price for all included transactions in the previous period.

Formula

SUM(Margin)/SUM(InvoicePrice)

Discount % Change

Definition

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Change in discount in percentage points, using the difference between current and previous discount rates.

Formula

(s1.CurrentDiscountRate - s2.PreviousDiscountRate)

Revenue Impact

Definition

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Estimated revenue impact of the discount change, holding current period list-price base constant. Compares actual current invoice revenue to a counterfactual revenue had the previous discount been applied to the current period list-price base.

Formula

s1.CurrentRevenue * (1- (1-s1.CurrentDiscountRate)/NULLIF( s2.PreviousDiscountRate,0))