Stop finding out at month-end.
See margin by job, customer, and rep in real time. Get alerted the moment a job drifts below your target. Built inside your existing ERP without replacing anything.
| Job | Quoted | Realized | Gap | Status |
|---|---|---|---|---|
#4821 Riverside |
34% | 19% | -15% | Critical |
#4817 Delta Comp. |
28% | 22% | -6% | Watch |
#4809 Gulf Coast |
31% | 30% | -1% | On track |
What changes when you can see margin in real time.
Flying blind until month-end
Full visibility. While there is still time to act.
Three capabilities. One live view.
The Margin Intelligence Dashboard is built around three core views: job-level, customer-level, and rep-level margin tracking. All connected. All live.
Real-time job margin alerts
You set a margin threshold. The moment any active job drops below it, you get an alert with the job number, customer name, quoted margin, current realized margin, and the dollar impact.
The alert fires while the job is still open. That is the difference between catching a problem and doing a post-mortem on it at month-end.
Customer margin trending
See how each customer's margin has moved over the last 3, 6, or 12 months. Spot accounts that are quietly drifting below target before the revenue impact shows up in your P&L.
This is what stops silent customer churn. Most manufacturers find out a key account drifted six months after it happened. This view tells you while there is still time to have a pricing conversation.
Rep-level margin breakdown
See which reps are consistently hitting target margin and which are quietly discounting to win jobs. The dashboard shows average realized margin by rep, weighted by job value, across any time period.
This is not about penalizing reps. It is about identifying where pricing guidance is needed and which customers are being over-discounted to maintain volume.
Three data sources. One live view.
The dashboard pulls from your ERP, CRM, and finance system and connects them into a single real-time margin view. Nothing gets replaced.
No rip-and-replace required
Read-only connection to your existing ERP
What changes in the first 60 days.
Based on pilot results with contract manufacturers using the Margin Intelligence Dashboard.
Average recoverable margin identified and actioned in the first 60-day pilot window.
Average monthly admin time saved by replacing manual spreadsheet margin reviews.
Average margin improvement on flagged customer accounts after renegotiation in pilot.
We knew margin was slipping somewhere but could not pin it down. The audit showed us three customers that had quietly drifted 8 points below target. Fixed it in the first month of the pilot. The dashboard paid for itself in week three.
See it working on your own data.
Start with the free audit. Enter data from your last 5 to 15 jobs and see your margin leakage in real dollars before committing to anything.