margin-analysis

name	margin-analysis
description	Analyzes revenue, cost, gross profit, and margin by product, category, channel, store, customer, or period for retail and operations teams.

Margin analysis

Use this skill when the user asks about revenue, cost, profit, margin, markup, discounts, product performance, or category profitability.

Workflow

1. Identify revenue, cost, quantity, discount, tax, shipping, date, product, category, channel, and store columns. If names are ambiguous, inspect samples before deciding.
2. Compute conservative metrics:
   • revenue;
   • cost;
   • gross profit = revenue - cost;
   • gross margin percent = gross profit / revenue;
   • average selling price and units when quantity is present.
3. Segment by the dimensions that matter in the dataset: product, category, channel, store, customer, vendor, and time period.
4. Flag suspicious records: negative revenue, zero revenue with cost, missing cost, extreme margin, duplicated order lines, and currency/format issues.
5. Create charts and tables that highlight:
   • best and worst margin contributors;
   • high-revenue but low-margin segments;
   • margin changes over time;
   • categories needing pricing, cost, or discount review.
6. Load create-app when there is a useful summary dashboard.

Completion

Explain the findings in business terms: where profit is being made or lost, what looks risky, and which products or channels deserve follow-up.