Margin Inconsistency Agent (Reference)

Margin Inconsistency Agent flags products with inconsistent pricing shown by a variability analysis and statistical dispersion analysis using price below specific thresholds.

Definition

Series 1 (Product Margins)

Group By

Measures

Filters

• The Generic Filter rule includes only records whose Invoice Date is greater than or equal to a rolling point defined as N months ago from a specified reference date.

• Excludes transactions with very low or zero quantities, ensuring only meaningful sales are considered.

• Ensures that only transactions with a valid invoice date and sufficient quantity are included.

Example

(Invoice Date < custom N months ago 3 (11/9/2025)) AND (Invoice Date > 0,1) AND (Quantity > 0.1)

Summary Table

• Product Group – Top-level grouping dimension identifying the product.

• Product Id – Second-level grouping dimension indicating the product id.

• Product Name – The Product Name used as the last grouping level within the table hierarchy.

• Product Margin % – The average margin rate for a product, calculated as total gross margin divided by total revenue (invoice price) for all included transactions in the selected period.

• Product Revenue – The aggregated sum of invoice price for all included transactions.

• Profit – The total profit earned from all included transactions, calculated as the difference between the realized price and the cost.e

Series 2 (Product Group Averages)

Group By

Measures

Filters

• The Generic Filter rule includes only records whose Invoice Date is greater than or equal to a rolling point defined as N months ago from a specified reference date.

• Excludes transactions with very low or zero quantities, ensuring only meaningful sales are considered.

• Ensures that only transactions with a valid invoice date and sufficient quantity are included

Example

(Invoice Date < custom N months ago 3 (11/9/2025)) AND (Invoice Date > 0,1) AND (Quantity > 0.1)

Summary Table

Join Series (Margin Comparison)

Definition

Summary Table

• Product Group – Top-level grouping dimension identifying the product.

• Product ID – Second-level grouping dimension indicating the product id.

• Product Name – The Product Name used as the last grouping level within the table hierarchy.

• Margin Below Group Average – The difference between a product’s current margin percentage and its product group’s average margin percentage. For more information see Margin Below Group Average.

• Revenue Impact if Brought to Average – The estimated additional revenue that could be realized if a product’s margin were improved to match the group average, holding current sales volume constant. For more information see Revenue Impact if Brought to Average.

• Current Margin % – The product’s current average margin percentage, calculated as total gross margin divided by total revenue for the selected period. For more information see Current Margin Rate.

• Group Margin % – The average margin percentage for the entire product group, used as a reference or benchmark for individual product performance. For more information see Group Margin Rate.

• Suggested Margin % – The recommended interim margin rate, typically set at the midpoint between the current margin rate and the group average margin rate. For more information see Suggested Margin Rate,

Detection Rules

Detection Rules defines the Agent’s alert conditions and includes scheduling. When conditions are met, actions are triggered during the next Agent run.

This rule flags any grouped row whose current-period margin percentage exceeds the chosen threshold, so detections will be generated and actions triggered on the next scheduled run when that condition is met.

Example

(Margin Below Group Average > 0.05) AND (Revenue Impact if Brought to Average > 1,000)

Default thresholds are flexible, adjust as necessary.

Schedule

Set the preferred start date and frequency that you want the Agent to run.

Example

Start Date – The date when the scheduled task will run for the first time.
Period – Period which represents the offset between each run.
Interval – Interval which represents the number of repetitions in a selected period. Allowed characters are 0-9. 0 means one-off run.

Action Definition

Example

Impact Calculation

You can define specific metrics to compute the foreseen impact of the actions. Please only use total absolute value (and not relative values) as those metrics will be aggregated.

Impact Definition

Summary

Review the setup of the Agent, here you can see all the set parameters in one place.

If you are happy with the setup, click Submit for Approval. Once the Agent is approved, it becomes active and starts monitoring your data based on the schedule.