Unprofitable Product Agent (Formula Expressions)

The product’s margin rate computed from transaction‑level data (conceptually margin divided by revenue).

The difference between the product’s margin rate and the relevant benchmark (e.g., segment or portfolio average), quantifying the degree of underperformance.

• s1 – Series 1 (Revenue and Margin by Product)

• s2 – Series 2 (Avg Margin by Product Group)

The potential profit uplift for a customer if their margin rate were increased to the average of their own margin rate and the segment average. This metric quantifies the additional profit that could be realized by improving underperforming margins toward a blended benchmark.

The potential profit uplift (percentage) per product if their margin rate were raised to the relevant benchmark.

The estimated additional profit that could be realized if the subject’s margin rate were improved to the average of its current margin rate and the relevant benchmark (such as a segment average). This calculation applies the suggested margin rate to current revenue and subtracts the actual profit, quantifying the uplift potential from partial margin improvement.

The weighted gross margin percentage for the current period, computed as total margin divided by total revenue (invoice price).

The recommended interim margin rate set at the midpoint between the current margin rate and the benchmark/target margin rate (e.g., segment average).

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 group. This is used as a benchmark in variance and uplift analyses.

The weighted average unit price over the selected period, computed from the sum of local list prices divided by the sum of quantities.

The standard list price for a product in the current period, as set in the local system or price list. This price serves as the reference point for discounting, margin analysis, and transactional pricing.

A recommended list price for a product, calculated by adjusting the current local list price to achieve a target margin rate. The target margin rate is set as the average of the product’s current margin rate and the relevant group or segment average margin rate.