---
agent_capabilities:
- Structured Data Analyzer
availability: IDEA
description: A plugin that, it calculates the ratio of the associated Travel & Entertainment
(T&E) expenses to the total contract value for closed deals. It then aggregates
this data to find the average expense-to-revenue ratio for each sales representative.
name: Expense to Revenue Ratio Analysis
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EShow+me+the+average+percentage+of+the+deal+size+that+my+reps+are+spending+on+T%26amp%3BE+for+their+closed-won+deals.+I+want+to+see+if+anyone%27s+spending+is+out+of+line+with+the+revenue+they+are+generating.%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ECertainly.+I+will+analyze+the+%5C%22Closed-Won%5C%22+deals+from+Salesforce+and+the+associated+Travel+%26amp%3B+Entertainment+%28T%26amp%3BE%29+expenses+from+Concur+to+calculate+the+expense-to-revenue+ratio+for+each+sales+representative.%3C%2Fp%3E%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Fetching+%27Closed-Won%27+deals+from+Salesforce%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Retrieving+associated+T%26amp%3BE+expenses+from+Concur%22%2C%22status%22%3A%22success%22%7D%2C%7B%22richText%22%3A%22Running+Structured+Data+Analyzer%22%2C%22status%22%3A%22pending%22%7D%5D%7D%2C%7B%22apiBlock%22%3A%7B%22code%22%3A%22%23+Fetch+closed-won+deals+from+Salesforce%5Cnclosed_won_deals+%3D+salesforce.get_opportunities%28status%3D%27Closed-Won%27%29%5Cn%5Cn%23+Initialize+a+dictionary+to+store+data+for+each+sales+rep%5Cnrep_analysis+%3D+%7B%7D%5Cn%5Cn%23+For+each+deal%2C+find+its+T%26E+expenses+and+aggregate+data+by+rep%5Cnfor+deal+in+closed_won_deals%3A%5Cn++++rep_name+%3D+deal.owner.name%5Cn++++if+rep_name+not+in+rep_analysis%3A%5Cn++++++++rep_analysis%5Brep_name%5D+%3D+%7B%27total_revenue%27%3A+0%2C+%27total_expenses%27%3A+0%7D%5Cn++++%5Cn++++%23+Aggregate+deal+value%5Cn++++rep_analysis%5Brep_name%5D%5B%27total_revenue%27%5D+%2B%3D+deal.amount%5Cn%5Cn++++%23+Find+and+aggregate+associated+expenses+from+Concur%5Cn++++deal_expenses+%3D+concur.get_expenses%28opportunity_id%3Ddeal.id%2C+type%3D%27T%26E%27%29%5Cn++++rep_analysis%5Brep_name%5D%5B%27total_expenses%27%5D+%2B%3D+sum%28e.amount+for+e+in+deal_expenses%29%5Cn%5Cn%23+Calculate+the+expense-to-revenue+ratio+for+each+rep%5Cnfor+rep%2C+data+in+rep_analysis.items%28%29%3A%5Cn++++if+data%5B%27total_revenue%27%5D+%3E+0%3A%5Cn++++++++data%5B%27ratio%27%5D+%3D+%28data%5B%27total_expenses%27%5D+%2F+data%5B%27total_revenue%27%5D%29+*+100%5Cn++++else%3A%5Cn++++++++data%5B%27ratio%27%5D+%3D+0%5Cn%5Cn%23+Final+result+is+a+dictionary+mapping+reps+to+their+expense%2Frevenue+ratio%5Cn%23+Example%3A+%7B%27Jane+Doe%27%3A+5.1%2C+%27John+Smith%27%3A+2.5%7D%22%2C%22caption%22%3A%22The+Structured+Data+Analyzer+dynamically+generates+Python+code+based+on+the+User%27s+Statement%22%2C%22connectorName%22%3A%22moveworks%22%2C%22title%22%3A%22Structured+Data+Analyzer%22%7D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EHere+is+the+average+T%26amp%3BE+expense-to-revenue+ratio+for+each+sales+representative+on+their+closed-won+deals%3A%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EJane+Doe%3A%3C%2Fb%3E+5.1%25%3C%2Fli%3E%3Cli%3E%3Cb%3EJohn+Smith%3A%3C%2Fb%3E+3.2%25%3C%2Fli%3E%3Cli%3E%3Cb%3EEmily+Jones%3A%3C%2Fb%3E+2.8%25%3C%2Fli%3E%3Cli%3E%3Cb%3EMichael+Brown%3A%3C%2Fb%3E+2.5%25%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EJane+Doe%27s+spending+is+notably+higher+than+the+team+average.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22Closed-Won+Opportunities%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22T%26E+Expense+Reports%22%2C%22connectorName%22%3A%22concur%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%2C%22showFeedbackTray%22%3Afalse%7D%5D%2C%22assistantConfig%22%3A%7B%22userName%22%3A%22Moveworks%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%7D%7D
solution_tags:
- Finance - Expense Management
- Sales
systems:
- salesforce
- sap-concur
---