Premise

You are involved with the review of customer and product analytics, and trend analysis as part of a team from either Pricing, Financial, Sales, or IT support within your organization.

Desired Outcome

You need to prevent margin leakages through a set of actionable analytics for sales and pricing enabling identification of customers at risk (with low health scores) and reasons behind. It includes advanced analysis of the performance of all customers, individual customers/customer groups as well product performance for a customer.​

Context and Background

After loading the product, customer, and transactional history into Pricefx and creating a Datamart, you are ready to start analyzing sales and pricing information for your customers and products. You need to examine each of them to identify which ones are performing poorly and understand the reasons for this poor performance.

Problem

You recognize that not all customers or products are providing healthy contributions to your gross margin and you need to apply an analytics tool that will correctly identify those that are performing poorly and clarify the root cause.

Solution Capabilities

Once this accelerator has been implemented and linked to your Datamart, then these analytical capabilities will be available:

• Ability to health score for customers and products

• Provide insights on revenue and margin trends

• Identify the top and bottom performing customers or products

• Highlight pricing and sales opportunities