Finance
Margin analysis
Per customer, article and salesperson, against standard price, with what lacks data openly reported.
How you work it in Colleag
- 1
Ask: where do we make money, and where not?
- 2
The colleague reads invoices and orders against the calculated prices.
- 3
Review: margin per customer, article and salesperson, with the outliers.
- 4
Decide on prices or calculations; update in the business system.
A worked example
“Which customers and articles drag the margin down?”
The margin broken down per customer, article and salesperson against standard price, outliers on top and the rows without a standard price reported separately so they never look like a hundred percent.
Screenshot from Colleag. The example uses invented figures.
The material
- Invoice rows with prices
- Calculated prices from the article register
- Order and customer data
You approve
Everything the colleague produces is a proposal with sources. Nothing is published, sent or saved to the archive without a human approving it, and every figure traces to its material.
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Curious what it feels like?
We run pilot programs with a few manufacturing companies at a time. Tell us about your business and we will show what the colleagues can do with your documents and your data.