Sales and margin reporting per customer, product and channel
Typical client: Sales and finance teams needing per-customer and per-product margin visibility
Discuss a similar project
The challenge
Margin reports are produced manually in Excel and rarely cut the way managers actually need.
The solution
Interactive reporting with customer, product, channel and time dimensions, plus saved views per manager.
Business benefit
Faster, more flexible analysis and consistent margin definitions across teams.
Key capabilities
- Customer, product, channel, time dimensions
- Saved manager views
- Margin and discount waterfall
- Year-over-year and cohort views
- Export to Excel and PDF
How it works
- 1Data is loaded from ERP and accounting
- 2Manager opens a saved view or builds one
- 3Filters and drill-down refine the analysis
- 4Results are shared or exported
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Let's look at what is slowing your business down
A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.
Tell us about your project
About two minutes to complete. We respond within one business day.
