SYSTEMS AND METHODS FOR WATERFALL ADJUSTMENT ANALYSIS

摘要

The present invention relates to systems and methods for waterfall adjustment analysis which identifies continuous root dimensional causes and enables identification of opportunities. Waterfall adjustment analysis includes analyzing transactions to generate a data set of transactions, and then generating a continuous root dimensional cause classification by setting recoverable lift as a dependent variable and selected dimensions as independent variables, and clustering transactions into segments along dimensional boundaries that best explain the primary waterfall cause, thereby identifying the root cause and its location. In some embodiments, the transactions may be pre-processed before processing to allow for the examination of adherence to specific business hypotheses. The selected dimensions are dimensions above the lowest level of a hierarchy, selected by the user as dominant dimensions, and/or dimensions that are the lowest level of the hierarchy and having a cardinality that is less than or equal to the cardinality termination value.

主权项

1. A method for waterfall adjustment analysis, useful in association with an integrated price management system, the method comprising:
analyzing source transactions to generate a data set of transactions; and generating, using a processor, a continuous root dimensional cause classification by setting recoverable lift as a dependent variable and selected dimensions as independent variables, and clustering transactions within the data set by split dimensions.