Datamart Watcher Use Case 3: Low Margin Deals (Actionable Insights)

Owned by Jana Volencová
Apr 16, 2024
3 min read

In this example, we will configure a Datamart Watcher to alert us about transactions with a low margin.

If such a negative trend is detected, Actions are created so that we can analyze the reasons and take recommended, guided or other action.

Prerequisites

  • Transactions data is available.

  • The following fields are available in the transactions data:

    • Transaction ID

    • Customer ID

    • CustomerName

    • Pricing Date

    • Gross Margin

    • Invoice Price

  • The Actionable Insights capability is available.

  • Customer Insights Dashboards are available.

Alert Definition

If a low-margin transaction is identified in the transactional data, an alert is raised for this transaction record.

Time Period

Last 1 month

Entity

Transaction ID

(Customer ID, Customer Name)

Measures

Gross Margin, Invoice Price, calculated measure: TransactionGrossMarginPCT = SUM(GrossMargin)/ SUM(InvoicePrice)

Threshold

0%

Detection Rule

TransactionGrossMarginPCT < Threshold -> TransactionGrossMarginPCT < 0 %

Configuration

Data Scope

In the first step, we will configure the source data.

LowMargin01.png

  1. As Data Label enter Deal Margin.

  2. As Data Source select a transactional Datamart.

  3. Add Group by: These optional hierarchical dimensions can be used to assign actions to different users in the Action Definition step. We will select Unique ID (Transaction ID) as Level 1, Customer ID as Level 2 and Customer Name as Level 3. Actions will be created based on this lowest level. Customer name is better than ID for presenting the results to the users.

  4. As a first Measure select TransactionGrossMarginPCT, as Aggregation select Function and define it as SUM(Gross Margin) / SUM(Invoice Price). The NULLIF function can be applied if 0 values are expected to avoid division by 0. Example: SUM(GrossMargin) / NULLIF(SUM(InvoicePrice),0)

     

  5. Set up a Generic Filter: Pricing Date between 1 month ago and the current day.

Detection Rules

In the second step, we will set the rules for detecting a low margin.

  1. In the Series drop-down list select the Deal Margin series.

  2. Add the following Rule: TransactionGrossMarginPCT <= 0%.

  3. Click Preview Rules to see how many records meet the set rule.

  4. Set up a Schedule: We want the rule to be evaluated once every month, so we will set Period to Month and Interval to 1.

Action Definition

In the third step, define Actions that will be generated when the detection rule condition is met.

  1. Click Create Action and add Summary, Description and the Due Date.

  2. Select user(s) in Assign to or Assign to per Dimension.

  3. Add a Dashboard.

    1. Select the Customer Insights - Customer Detail View Dashboard.

    2. Customer is a mandatory field but right now can be filled with a temporary value because the dashboard embedded in a particular Action will be set for the the respective Customer ID for which the Action has been generated.

    3. Set Time Filter to Last 3 Months (L3M).

Summary

In the fourth step, review the complete setup of the Watcher and submit it for approval.