FINANCE
Quarterly cohort gross-margin erosion watcher
Each quarter, queries BigQuery for gross margin by acquisition cohort, flags cohorts whose margin decayed versus the prior two quarters, and posts a ranked alert to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule after quarter close
- ActionQuery BigQuery for margin by cohort over 3 quartersBigQuery
- LogicFlag cohorts eroding 2 quarters past threshold
- LogicRank flagged cohorts by erosion magnitude
- OutputPost ranked erosion digest to SlackSlack
What it does
Runs a scheduled BigQuery query that computes gross margin per customer acquisition cohort across the trailing three quarters, then identifies cohorts trending downward. It ranks the worst offenders by erosion magnitude and posts a digest to your finance Slack channel so the team sees decay before it compounds.
When to use it
Use it when revenue looks healthy but blended margin is quietly slipping, and you need a recurring, cohort-level read instead of a single top-line number. Ideal for finance and RevOps teams who already warehouse order and COGS data in BigQuery.
How it works
- 1A quarterly schedule fires on the first business day after quarter close.
- 2A BigQuery query aggregates revenue and COGS by cohort and quarter, returning gross margin for the last three quarters.
- 3A logic step computes quarter-over-quarter delta per cohort and keeps only those eroding for two consecutive quarters past a threshold.
- 4The matched cohorts are sorted by erosion size and formatted into a digest.
- 5The digest posts to Slack with the top eroding cohorts, their current margin, and the slope of decline.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.