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apatwal's avatar
apatwal
Icon for Helper III rankHelper III
4 years ago

Customer Categorization based on Revenue

Hi,   Need to create a filter visual customer category based on Revenue. Category are based on parent customer's revenue (which is the aggregate of all its child customers) i.e. aggregating invoic...
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apatwal's avatar
apatwal
Icon for Helper III rankHelper III
4 years ago

Hi tamerj1 

 

For Location A, we don't have Category 1 as customer segment. Category 1 encompasses the top 50% of revenue in other words, if Total Revenue is $1M, then catgory 1 customers would be top N that makes up the top $500K of revenue. Category 2 encompasses 20% to 50% of revenue and so on.

 

Also, to note : this categorisation should treat each location as separate and also, we need to built one more category where location are ignored in that which can be called as Overall categorisation.

Could you please look into this.?

 

tamerj1's avatar
tamerj1
Icon for Community Champion rankCommunity Champion
4 years ago

Hello again apatwal 
What happens when selecting Location A is an odd case as one customer already accounts for more than 50% of the Revenue. However I had amended the code to accommodate this case (Please refer to updated code for "Category" in the original reply). Please advise regarding the overall location category.