Unprofitable Product Agent (Reference)

The Unprofitable Product Agent identifies and quantifies products with negative or sub-benchmark margins, prioritizing remediation by revenue impact to address hidden margin leakage.

List of Required Fields

The following table lists the set of transaction fields required for the Unprofitable Product 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 Product)

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.

• Constrain the analysis period by applying a relative date rule, which limits the dataset to transactions occurring within a configurable period prior to the current date.

Example

Pricing Date > custom N months ago 3 (11/09/2025)

Summary Table

• Product Id – The top-level grouping dimension selected in the Group By definition. Rows are organized by Product ID.

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

• Product Group – The Product Group level that further specifies each grouped row.

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

• Profit – The total profit earned from a product, calculated as the difference between the realized price and the cost for all transactions. It represents the absolute profit contribution.

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

• Local List Price – The weighted average unit price over the selected period.

Series 2 (Avg Margin by 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.

• Constrain the analysis period by applying a relative date rule, which limits the dataset to transactions occurring within a configurable period prior to the current date.

Example

Pricing Date > custom N months ago 3 (11/09/2025)

Summary Table

• Product Group – The Product Group level that specifies each grouped row.

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

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.

The rule targets two distinct scenarios. First, it highlights products that demonstrate a significant positive margin variance, defined as greater than 0.04, combined with a positive margin uplift. This combination signals that these products have the potential for margin improvement, making them prime candidates for optimization efforts.

Default thresholds are flexible, adjust as necessary.

Example

((MarginVariance > 0.04) AND (Margin Uplift > 0)) OR (Current Margin % < 0)

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

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

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.