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Once an outlier is detected, Actions are created to determine the root cause of the low margin, such as low list price, low guidance, or high levels of discounting. The Copilot then provides actionable insights and recommendations to address these issues and set the correct customer or market price. Sales representatives can take proactive measures based on these insights, such as adjusting prices, offering incentives, or improving the overall customer experience to increase the margin.

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LEARN MORE: To learn more about this use case, click here.

Here is a step-by-step overview:

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