This page introduces the customization options for Margin Leakage Agents.
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Use ranking instead of fixed thresholds.
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Add Revenue Rank and Margin Rank using percent rank functions.
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Example
Revenue Rank > 0.6 (top 40% of revenue) and Margin Rank < 0.1 (bottom 10% of margin) -
This makes the Agent agnostic to absolute dollar values.
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Join multiple data series.
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Combine Customer-Product Revenue/Margin data with product-level averages.
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Calculate Margin Variance and Margin Lift Potential.
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Add contract renewal data
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If a Datamart contains contract renewal dates, join it to prioritize customers whose agreements are up for negotiation soon.
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