Customization Options Margin Leakage Agents (Agents)

This page introduces the customization options for Margin Leakage Agents.

  • Use ranking instead of fixed thresholds.

    • Add Revenue Rank and Margin Rank using percent rank functions.

    • 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.

  • Join multiple data series.

    • Combine Customer-Product Revenue/Margin data with product-level averages.

    • Calculate Margin Variance and Margin Lift Potential.

  • Add contract renewal data

    • If a Datamart contains contract renewal dates, join it to prioritize customers whose agreements are up for negotiation soon.