Find where discounts and price overrides are eating into branch margin
We take off your hands: going through every sale by branch, customer, product and staff member to find discounts beyond terms and stale special prices.
You get: a ranked list of accounts and price lines for your pricing and branch managers to review, with the likely gain from tightening each one.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our list prices go up but our margin doesn't, and we can't see where it's going.
How it works
What comes in
- Sales lines with net price, list price and cost, account price agreements, override logs
What AI does
Calculates the gap between pocket margin and target, attributes it to discounts, overrides and stale agreements, and ranks the recovery opportunities.
What you get
- A margin loss report by branch, account, product and user with suggested actions
Who signs it off
Your pricing and branch managers decide which prices to change and how to talk to customers about it.
What it needs to work
- Sales data with price and cost detail from the ERP
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?