Overview
The ABCD Segmentation feature enables users to classify and analyze customers in four distinct groups—A, B, C, and D—based on either Sales or Margin dollar amounts. This segmentation provides insights into customer value and profitability across different Profit Analytics application sections.
Segmentation Criteria
Group A: Customers contributing to the top 75% (default value) of total Sales or Margin.
Group B: Customers contributing to the next 15% (default value) of total Sales or Margin.
Group C: Remaining customers with positive Margin.
Group D: Customers contributing to a negative Margin.
Configurations
Segmentation calculations can be configured to be based on either Sales or Margin.
The percentage thresholds for Group A (75%) and Group B (15%) are configurable.
Integration Points
The ABCD column is integrated into the Customer and Document-related grids throughout the PA application. This feature is available for sorting and provides an additional layer of data analysis.
Additional Notes
Margin-based ABCD calculations adhere to configurable cost settings, ensuring alignment with organizational financial strategies.
Available ABCD Segment Metrics
Section | Metric | Description | |
|---|---|---|---|
Summary | Sales | The overall sales $ for all invoices in the time period for all customers in the segment | |
COGS | The overall COGS $ for all invoices in the time period for all customers in the segment | ||
Segment Margin $ | The overall margin $ for all invoices in the time period for all customers in the segment | ||
Segment Margin % | The overall margin % for all invoices in the time period for all customers in the segment | ||
Profit Indicators | Average Orders Per Customer | The average number of invoices customers in the segment had during the time period | |
Average Order Value | The average margin $ per invoice based on all invoices in the time period for customers in the segment | ||
Average Margin Per Order ($) | The average margin $ per invoice based on all invoices in the time period for customers in the segment | ||
Average Margin Per Order (%) | The average margin % for all invoices in the time period for all customers in the segment | ||
Average Line Items Per Order | The average number of lines per invoice based on all invoices in the time period for customers in the segment | ||
Average Line Value | The average sales $ per sales line based on all invoices in the time period for customers in the segment | ||
Customers | Customer Count | The count of customers in the segment | |
Stale Customers | The count of customers in the segment that are currently flagged as Stale | ||
At Risk Customers | The count of customers in the segment that are currently flagged as At Risk | ||
New Customers | The number of customers in the segment that had their first invoice in the time period | ||
Reactivated Customers | The number of customers in the segment that were churned before the time period began, and reactivated during the time period. |