Stop waiting on an answer
Trace a change in margin from the overall trend down to the customers and transactions behind it. Start by comparing margin percentage across rolling 12-month periods, then narrow the analysis to the months where performance has declined. From there, see how to identify customers contributing to the negative variance and move into transaction-level detail. You can bring in additional information such as salespeople, products, and product classes to keep investigating the cause, helping you answer questions about a margin anomaly without waiting for a separate report.
Supporting documentation
Analytics 
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