Industries
Every industry hides money in a different place. The way to find it is the same.
A distributor loses it in accounts that go quiet; a food producer, in deductions nobody disputed. In every case we connect your systems, reconcile them to your books, define each metric once and put the answer in front of the people who decide.
- Connect
- Reconcile
- Define once
- See
Multi-location retail
“Which store, and which product, is eating my margin?”
- Aged stock by store and SKU, at cost, so it moves to the store that sells it before it goes on markdown.
- Bestsellers ranked by days of supply left, so the reorder goes out before the shelf is empty.
- Every store measured on one definition of margin, so the ranking is about the stores and not the spreadsheets.
Usually runs on Shopify POS · Lightspeed · NCR Counterpoint · NetSuite · QuickBooks
Consumer brands & e-commerce
“What do I actually make on each product after returns, shipping and fees?”
- The products that sell well and earn little, named, so you reprice them or drop them.
- Ad spend judged by the margin each campaign brings in.
- Customers who stopped ordering, with their last purchase and what they used to spend, ready for a win-back campaign.
Usually runs on Shopify · Amazon Seller Central · Klaviyo · Meta and Google Ads · ShipStation · NetSuite
Wholesale distribution
“Which customers are quietly buying less from us?”
- Accounts whose orders dropped against their own history, with the rep's name and the dollars at stake.
- Discounts that were meant for one order and have been on every invoice since.
- Stock by warehouse next to demand by warehouse, so a transfer replaces the rush order.
Usually runs on Epicor Prophet 21 · Infor CloudSuite Distribution · NetSuite · Acumatica · Sage 100 · QuickBooks Enterprise
Manufacturing
“What does each part actually cost us to make, against what we quoted?”
- Actual cost per part number, with material, labor, machine time and scrap, next to the quoted price.
- Scrap and downtime by line and by shift, in dollars.
- The customers and parts that lose money at today's price, ready for the next requote.
Usually runs on Epicor Kinetic · JobBOSS² · Global Shop Solutions · Plex · SAP Business One · NetSuite
Logistics, trucking & 3PL
“Which lanes and which customers cost us more than they pay?”
- Profit by lane, by customer and by truck, with fuel, driver pay and tolls included.
- Empty miles by lane and by week, so dispatch knows where a backhaul pays.
- Detention, layover and storage charges that happened and never reached an invoice.
Usually runs on McLeod · Trimble TMW · Samsara · Motive · Extensiv · QuickBooks
Multi-unit restaurants
“Why does the same dish earn a different margin at every location?”
- Actual against theoretical food cost by location and by item, so the gap has an address.
- Waste and comps by location and by shift.
- Labor against sales by hour, so the schedule follows the traffic.
Usually runs on Toast · Square · NCR Aloha · Restaurant365 · MarginEdge · 7shifts
Construction & home services
“Which jobs, and which crews, actually make us money?”
- Margin by job type, by crew and by technician, with materials and drive time included.
- Quotes that went out and never closed, by salesperson and amount, ready for a follow-up call.
- Maintenance agreements coming up for renewal, and members who skipped their last visit.
Usually runs on ServiceTitan · Housecall Pro · Jobber · AccuLynx · Buildertrend · QuickBooks
Auto dealerships & service
“How much cash is sitting on my lot in units that don't turn?”
- Days in stock and holding cost for every unit, so aged inventory gets priced or wholesaled while it still has gross.
- Service and parts gross by advisor, technician and repair type.
- Service customers who missed their next visit, by vehicle and mileage, for your BDC to call.
Usually runs on CDK Global · Reynolds and Reynolds · Dealertrack · Tekion · vAuto · VinSolutions
Food & beverage producers
“What do we actually keep on each SKU, at each retailer, after deductions?”
- Margin by SKU and by retail account, after trade spend, slotting fees and chargebacks.
- Deductions matched to the promotion they belong to, with the ones nobody approved ready to dispute.
- Lots by shelf life left and by warehouse, next to the forecast, so production makes what will ship before it expires.
Usually runs on NetSuite · Aptean Food & Beverage ERP · Deacom · SAP Business One · SPINS · Walmart Retail Link
Property management
“Which properties cost more to keep than they bring in?”
- Net income by property and by unit, with maintenance, turns and vacancy included.
- Delinquency by property and tenant, aged, with the next step for each.
- What every vacant day costs, so make-readies get scheduled by dollars.
Usually runs on AppFolio · Yardi Breeze · Buildium · RealPage · Entrata · Rent Manager
Don't see your industry?
If your company sells, stocks or schedules something, the money hides in the same three places: customers, margin and time. Tell us the question you can't answer today.
Book a conversationBring the one question your numbers can't answer.
In the first conversation we look at the systems you run on and show you how we'd answer it with your own data.