The Unprofitable Account Agent identifies and quantifies customer accounts with negative or below-threshold margins, prioritizing those with the largest revenue impact so teams know exactly which relationships to fix first.
List of Required Fields
The following table lists the set of transaction fields required for the Unprofitable Account Agent to compute its metrics and detection rules. Ensure these fields or equivalent are available and consistently populated in your source Transaction Datamart before deploying the Agent. Those exact field names are not required, but a similar fields with that data is required.
|
Name |
Label |
Description |
|---|---|---|
|
CalculatedRebate |
Calculated Rebate |
The rebate amount computed for a customer based on volume, agreements, or pricing rules. Reduces effective margin when not accounted for in the price. |
|
CustomerId |
Customer Id |
A unique identifier for the customer account. |
|
CustomerName |
Customer Name |
The display name of the customer account. |
|
CustomerSegment |
Customer Segment |
A classification grouping customers by size, behavior, or strategic value (e.g., key account, mid-market, long tail). |
|
GrossMargin |
Gross Margin |
The absolute margin in value terms (Revenue minus Cost of Goods Sold), before overhead allocation. |
|
InvoicePrice |
Invoice Price |
The price actually charged to the customer on the invoice. The realized transaction price. |
|
PricingDate |
Pricing Date |
The date on which the transaction or pricing event occurred. |
Definition
Series 1 (Revenue and Margin by Customer)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Revenue and Margin by Customer |
Sets a label (name) of the Series 1 data series (data set). Data label can be freely customized and renamed according to your preferences. |
|
Data Source |
[DM] Standard Sales Data (Standard_Sales_Data) |
Selected Transaction Datamart. For more information see Required Customer Data. |
|
Currency |
USD |
Defines which currency the money data will be converted into. |
Group By
|
Group By |
Level |
|---|---|
|
CustomerId |
Level 1 |
|
CustomerName |
Level 2 |
|
CustomerSegment |
Level 3 |
The specific field names may vary depending on the set of fields in your source Transaction Datamart. The selected fields will be utilized to establish the grouping hierarchy in the Summary Table of the Current Period Series. For additional information about grouping, see the Group section
Measures
|
Measure |
Label |
Aggregation |
Name |
Description |
|---|---|---|---|---|
|
Invoice Price |
Revenue |
∑ |
Revenue |
The aggregated sum of invoice price for all included transactions. |
|
Gross Margin |
Profit |
∑ |
Profit |
The total profit earned from a customer, calculated as the difference between the realized price and the cost for all transactions. It represents the absolute profit contribution. |
|
Gross Margin |
Avg Margin % |
{ } |
AvgMarginPct |
The customer’s average margin rate, computed as total margin divided by total revenue. For more information see Average Margin Percentage. |
|
Invoice Price |
Revenue Rank |
{ } |
RevenueRank |
The customer’s position when customers are sorted by revenue contribution. For more information see Revenue Rank. |
The specific measures may vary depending on the set of fields in your source Transaction Datamart.
Filters
Filters are criteria applied to transactional data to ensure only valid records are analyzed, commonly excluding zero-value transactions and constraining invoice dates using relative ranges computed from a configurable anchor date, specified as N months ago.
Example
Pricing Date > custom N months ago 12 (10/21/2024)
Summary Table
|
Customer Id |
Customer Name |
Customer Segment |
Revenue |
Profit |
Avg Margin % |
Revenue Rank |
|
CID-0001 |
Stanley Linda CPA US Global customer CA |
Electrical connectors |
4954492.38 |
866388.9888 |
0.174869376 |
0.897196262 |
|
CID-0025 |
Pricefx AG DE Global customer BY |
Consumer goods |
654870.884 |
170056.1372 |
0.259678879 |
0.364485981 |
|
CID-0031 |
SO Company Inc UK Global customer Paddington |
Cooling |
776086.969 |
177958.7408 |
0.229302576 |
0.504672897 |
-
Customer Id – The top-level grouping dimension selected in the Group By definition. Rows are organized by Customer Id.
-
Customer Name – The Customer Name used as the next grouping level within the table hierarchy.
-
Country Segment – The country level that further specifies each grouped row.
-
Revenue – The aggregated sum of invoice price for all included transactions in the current period.
-
Profit – The total profit earned from a customer, calculated as the difference between the realized price and the cost for all transactions.
-
Avg Margin % – The customer’s average margin rate, computed as total margin divided by total revenue.
-
Revenue Rank – The customer’s position when customers are sorted by revenue contribution.
Series 2 (Avg Margin by Customer Segment)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Avg Margin by Customer Segment |
Sets a label (name) of the Series 2 data series (data set). Data label can be freely customized and renamed according to your preferences. |
|
Data Source |
[DM] Standard Sales Data (Standard_Sales_Data) |
Selected Transaction Datamart. For more information see Required Customer Data. |
|
Currency |
USD |
Defines which currency the money data will be converted into. |
Group By
|
Group By |
Level |
|---|---|
|
CustomerSegment |
Level 1 |
Measures
|
Measure |
Label |
Aggregation |
Name |
Description |
|---|---|---|---|---|
|
Gross Margin |
Avg Margin % |
{ } |
AvgMarginPct |
The customer’s average margin rate, computed as total margin divided by total revenue. For more information see Average Margin Percentage. |
Filters
Filters are criteria applied to transactional data to ensure only valid records are analyzed, commonly excluding zero-value transactions and constraining invoice dates using relative ranges computed from a configurable anchor date, specified as N months ago.
Example
Pricing Date > custom N months ago 12 (10/21/2024)
Summary Table
|
Customer Segment |
Avg Margin % |
|
Electrical connectors |
0.127 |
|
Consumer goods |
0.19 |
|
Cooling |
0.208 |
-
Country Segment – The country level that further specifies each grouped row.
-
Avg Margin % – The customer segment average margin rate, computed as total margin divided by total revenue.
Join Series (Join Series)
|
Item |
Value |
Description |
|---|---|---|
|
Data Label |
Join Series |
Sets a label (name) of the Join Series data series (data set). Data label can be freely customized and renamed according to your preferences. |
Definition
Set up the relationship between the series by mapping the matching data columns/dimensions that you would like to include in the definition.
|
Series |
Dimension |
Series |
Dimension |
|---|---|---|---|
|
Revenue and Margin by Customer |
Customer Segment |
Avg Margin by Customer Segment |
Customer Segment |
Measures
|
Label |
Description |
|---|---|
|
RevenueRank |
The customer’s position when customers are sorted by revenue contribution related to the Series 1 (Revenue and Margin by Customer). |
|
MarginVariance |
The difference between an account’s margin rate and the relevant benchmark (e.g., segment or portfolio average), quantifying the degree of underperformance. For more information see Margin Variance. |
|
Quarter Margin Uplift |
The monetary margin that could be recovered in the current quarter if the previous quarter’s margin rate were restored, applied to current-quarter revenue. For more information see Quarter Margin Uplift. |
|
Annual Revenue |
The total invoiced sales value over a 12‑month period, computed as the sum of transaction invoice price within the selected annual window. For more information see Annual Revenue. |
|
MarginLiftPotentialPct |
The potential profit uplift (percentage) per customer if their margin rate were raised to the relevant benchmark. For more information see Margin Lift Potential Percentage. |
|
Quarter Revenue Uplift |
The hypothetical additional revenue in the current quarter if the realized price level matched a chosen benchmark (e.g., previous quarter’s level or a reference price), applied to current-quarter activity. For more information see Quarter Revenue Uplift. |
|
Current Margin % |
The weighted gross margin percentage for the current period, computed as total margin divided by total revenue (invoice price). For more information see Current Margin Percentage. |
|
Suggested Margin % |
The recommended interim margin rate set at the midpoint between the current margin rate and the benchmark/target margin rate (e.g., segment average). For more information see Suggested Margin Percentage. |
|
Segment Average Margin % |
The weighted average gross margin rate for a given segment over the selected period, computed as total margin divided by total revenue across all entities in that segment. For more information see Segment Average Margin Percentage. |
Summary Table
|
Customer Id [Revenue and Margin by Customer] |
Customer Name [Revenue and Margin by Customer] |
Customer Segment [Revenue and Margin by Customer] |
RevenueRank |
MarginVariance |
Quarter Margin Uplift |
Annual Revenue |
MarginLiftPotentialPct |
Quarter Revenue Uplift |
Current Margin % |
Suggested Margin % |
Segment Average Margin % |
|
CID-0014 |
Stanley Linda CPA SG Sold-to #01-02 |
Electrical connectors |
0.85046729 |
-0.027534783 |
-14381.61291 |
4178456.848 |
-0.08927985 |
-14381.61291 |
0.154204915 |
0.140437523 |
0.126670131 |
|
CID-0098 |
Lakers Industrial Distributor |
Consumer goods |
0.570093458 |
-0.013262957 |
-2816.775135 |
1699032.983 |
-0.032658991 |
-2816.775135 |
0.203052154 |
0.196420676 |
0.189789198 |
|
CID-0070 |
Milo H |
Cooling |
0.242990654 |
-0.005453112 |
-412.7706549 |
605556.114 |
-0.012777178 |
-412.7706549 |
0.213392651 |
0.210666095 |
0.207939539 |
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 targets accounts with moderate revenue impact that are showing both margin improvement and a significant deviation from benchmark margins, highlighting them for further review or action.
Example
|
Series |
Rules |
|---|---|
|
Join Series (Join Series) |
|
Schedule
Set the preferred start date and frequency that you want the Agent to run.
Example
|
Start Date |
Period |
Interval |
|---|---|---|
|
10/21/2025 11:01 |
Day |
7 |
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
Notifications assigned to specific users (The assignment must be made to a genuine system user). For more information see Action Definition.
Example
|
Summary |
Description |
Due Date |
Assign to |
|---|---|---|---|
|
Customer with High Revenue and Low Margin |
The list below shows mid-range customers with low margin rate and margin lift potential |
in 7 days |
|
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
|
Measure |
Impact Type |
Realization Rate (%) |
Order |
|---|---|---|---|
|
Quarter Revenue Uplift |
Revenue |
50 |
1 |
|
Quarter Margin Uplift |
Profit |
40 |
2 |
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.
Review the final results in the Summary step.