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Glossary

Outlier flag

An order beyond a stated multiple of the account's own median order, or beyond a stated percentile of the segment's distribution, flagged with a reason and shown, never removed. Affected measures are shown with and without it. Norms are medians so one order cannot move them.

DefinitionAn order beyond a stated multiple of the account's own median order, or beyond a stated percentile of the segment's distribution, flagged with a reason and shown, never removed. Affected measures are shown with and without it. Norms are medians so one order cannot move them.

Real outliers

A project order or an opening order is one-off: out of the run rate window, in the ledger and the concentration figure.

Step changes

A large order followed by a new cadence that holds is the customer growing, not an anomaly. Re-read after two periods.

How it is computed

Orders beyond a stated multiple of the account's own median order value, or beyond a stated percentile for the segment, are flagged and shown with and without.

Example

An account with a median order of $3,000 placed one order of $85,000 for a project. With it, the account grew 40 percent; without it, it fell 8.

Where it goes wrong

One project order makes an account look healthy for a year and then look as though it collapsed.