Customer Retention Part 4:Customers to Retain- Segment in 4 quadrant based on Margin % and Discount 10-08-2020 07:39 AM

[amitchandak]

Objective:  

We would always like to retain profitable customers, Those who give High Margin. And If there are buying less discounted items, that would be best.

Important Measures 

Discount % = DIVIDE(Sum(Sales[Discount]),sum(Sales[Gross Sales]))
Margin % = DIVIDE([Margin Amount],sum(Sales[net sales]))

Best Customer – Margin% >= Over All Margin % , Discount % <= Over All Discount %

Good Customer -  Margin% >= Over All Margin % , Discount % > Over All Discount %

Bad Customer -  Margin% < Over All Margin % , Discount % <= Over All Discount %

Worst Customer -  Margin% < Over All Margin % , Discount % < Over All Discount %

We would plot these customers on the scatter visual and color based on the above logic. So let us have a color measure

Color Dot = 
    var _avgDisc = CALCULATE([Discount %],ALL(Sales))
    var _avgMargin = CALCULATE([Margin %],ALL(Sales))
    return switch(TRUE(),
    [Margin %]>=_avgMargin && [Discount %] <=_avgDisc , "Green",
    [Margin %]>=_avgMargin && [Discount %] >_avgDisc , "Blue",
    [Margin %]<_avgMargin && [Discount %] <=_avgDisc , "Yellow",
    [Margin %]<_avgMargin && [Discount %] >_avgDisc , "Red", "Black")

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