Automate product, customer, and order margin analysis
Margin tools can combine revenue and cost data, calculate gross margin, compare results to targets, and highlight products or customers that require attention.
Common uses
Gross margin dollars
Built around the fields and rules your process actually uses.
Gross margin percent
Built around the fields and rules your process actually uses.
Cost per unit
Built around the fields and rules your process actually uses.
Target margin comparison
Built around the fields and rules your process actually uses.
Suggested price analysis
Built around the fields and rules your process actually uses.
Is this happening in your business?
Margin is calculated manually in Excel.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
We need to find low-margin transactions quickly.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Pricing reviews require the same calculations repeatedly.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task