Regional Margin Variance Agent (Reference)

The Regional Margin Variance Agent identifies customers whose average margin significantly underperforms compared to the typical margin within their region, helping uncover hidden margin leakage across the customer portfolio. It quantifies the potential margin uplift if these underperforming customers were brought in line with their region's lower quartile, enabling prioritized margin recovery.

List of Required Fields

The following table lists the set of transaction fields required for the Regional Margin Variance 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.

Definition

Series 1 (Revenue and Margin by Customer and Region)

Group By

Measures

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

This generic filter restricts the dataset to transactions whose Pricing Date falls within the last three months relative to the configured anchor date.

Pricing Date > custom N months ago 3 (1/22/2026)

Summary Table

• 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.

• Region – The geographic region associated with the customer or transaction, used for regional variance and benchmarking analysis.

• Product Group – A category grouping products by type, business line, or market segment.

• Revenue – The aggregated sum of invoice price for all included transactions in the selected period.

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

• Avg Margin % – The customer’s weighted average margin rate, computed as total margin divided by total revenue.

Series 2 (Avg Margin by Region and Product Group)

Group By

Measures

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

This filter restricts the dataset to recent transactions (last three months) with a positive, non-null invoice price, so that regional margin distributions are based on meaningful, billable records.

(Pricing Date > custom  N months ago 3 (1/22/2026)) AND (Invoice Price > 0) AND (Invoice Price ≠ null)

Summary Table

• Product Group – The top-level grouping dimension that organizes the benchmark rows by product category.

• Region – The geographic region used as the secondary grouping level to establish a regional benchmark per product group.

• Avg Margin % – The region/product group’s weighted average margin rate, used as a benchmark in variance analyses.

• Standard Deviation Margin % – The standard deviation of customer-level margin rates, indicating dispersion around the group average.

• IQR Margin % – The interquartile range of margin rates, capturing the spread of the middle 50% of margin values within the group.

• Quartile 1 Margin% – The first quartile (Q1) margin rate, below which 25% of customer margin rates in the group fall.

• Quartile 3 Margin % – The third quartile (Q3) margin rate, below which 75% of customer margin rates in the group fall.

Join Series (Join Series)

Definition

Set up the relationship between the series by mapping the matching data columns/dimensions that you would like to include in the definition.

Measures

Summary Table

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.

Default thresholds are flexible, adjust as necessary.

Example

Customers whose margin rate clearly underperforms their regional benchmark are flagged as detected items.

MarginVarianceToMinimum > 0

Schedule

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

Example

This rule creates a recurring monthly schedule.

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

Similar Case Handling

• Period – Defines the time period between potential similar action. Similar case will not be recreated before the defined period. Time unit for the duplicate-prevention window.

• Interval – Number of periods between similar actions. Similar case will not be recreated before the defined interval. Prevents creating a very similar case for the same context within the defined interval.

Example

Prevents creating a very similar case for the same context within a 3-month period.

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

• Revenue Uplift – Expected realized portion (50%) of the theoretical revenue uplift estimated by the Join Series.

• Margin Uplift – Expected realized portion (40%) of the theoretical margin uplift estimated by the Join Series.

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.