Find where your margin is leaking, in 10 minutes!
Margin leak audit
Enter your last 10-20 jobs. You'll get a detailed diagnostic showing where margin is actually leaking by customer, by product category, and by cause. Takes about 10 minutes. Your data stays yours.
Customer
The company you did the job for. If it's a recurring customer, enter them consistently (same spelling) across jobs because the tool groups by customer to spot patterns.
Where to find it: your ERP job record, invoice, or quote file.Product category
A short label for the type of work (for example: "CNC machining," "Assembly," "Fabrication," "Prototyping"). Keep categories consistent across jobs so the tool can find category-level patterns.
Where to find it: your ERP part/product master, or how your shop naturally groups work internally.Job value ($)
The total revenue on this job, representing what you invoiced the customer (or what you quoted them if the job just closed). Use the final invoiced amount including change orders.
Where to find it: invoice total, sales order total, or closed-job record in your ERP.Quoted margin %
The gross margin you expected when you sent the quote. Calculated as (Quoted Price − Estimated Cost) ÷ Quoted Price × 100. This is the margin your estimator or sales team priced the job at before work started.
Where to find it: the original quote file, estimating spreadsheet, or quoted margin field in your ERP.Actual margin %
The gross margin you actually realized when the job closed. Calculated as (Final Revenue − Actual Cost) ÷ Final Revenue × 100. Actual cost includes all labor hours actually consumed, materials actually used, and any overhead or rework not in the original estimate.
Where to find it: job cost report, closed-job variance report, or job profitability report in your ERP.Extra labor hours %
How much more labor the job consumed than estimated, as a percentage of job value. This is the extra hours your team worked that weren't in the original quote instead of your total labor cost.
Quick estimate if you don't have exact numbers: Jobs regularly run 10-20% over on hours? Enter 2-4%. Occasional blowouts only? Enter 1-2%. Rarely over? Enter 0. Or check "Don't track this" and we'll flag it as a gap.
Where to find the exact number: ERP Job Cost Summary → compare "Estimated Labor" to "Actual Labor" columns on closed jobs. In Epicor: Job Entry → Job Cost. In NetSuite: Work Order → Actual vs. Planned Labor. In SAP B1: Production Order Analysis.Materials above estimate %
How much more material cost the job consumed than the BOM or quote estimated, as a percentage of job value. Caused by scrap, rework, or material prices rising between quote and close.
Quick estimate if you don't have exact numbers: Scrap and rework are common? Enter 2-4%. Materials often cost more than quoted? Enter 1-3%. Generally on budget? Enter 0. Or check "Don't track this" and we'll flag it.
Where to find the exact number: ERP Job Cost Summary → compare "Estimated Material" to "Actual Material" columns. In Epicor: Job Cost Detail report. In NetSuite: Material Usage Variance. In SAP B1: Production Order → Actual vs. Planned Components.Scope changes
How much the job's scope grew or shifted after work started. Use this scale: None (job ran exactly as quoted). 1 minor (one small change order or clarification, no meaningful rework). 2-3 changes (multiple scope adjustments, some rework, possibly unbilled extras). Major rework (significant redesign, re-machining, or added work that disrupted the original plan).
Where to find it: your project managers, ops lead, or change-order log. If you don't track change orders formally, ask whoever ran the job.Diagnostic report
Based on the jobs you submitted.
Analyzing...
Calculating your margin health score.
What this typically means
Margin erosion at this scale usually points to 2-3 specific operational patterns rather than isolated bad jobs. Quanzar works with mid-market manufacturers to identify these patterns and build systems that catch margin leak in real time, before jobs close.
If you'd like a 30-minute conversation where we walk through your specific pattern against benchmark data from mid-market manufacturers, we'd be happy to do that. No sales pitch involved; strictly a technical read on what's showing up in your numbers.