UC-623
Improve Quote Margin Discipline to protect margin and reduce cost
Fills the commercial page: every quote, the margin promised, the margin the job returned.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
The opportunity is to eliminate Discounts no report reads back, price lists older than the cost, and quotes closed below the floor. The proposed workflow is source-linked, but the current operating baseline and financial value remain illustrative until validated with the client.
How It Works
- The engine joins every quote to the job that followed it and the cost that landed on it.
- Per line it holds the quoted price, the standard cost at quote date, the actual conversion cost and field hours at close, and the discount given.
- It groups by customer, product, country and salesperson to show where promised margin and delivered margin part company, and flags any new line below the floor.
What It Removes
- Discounts no report reads back
- Price lists older than the cost
- Quotes closed below the floor
Input Data RequirementsQuotes, estimates, contracts, cost history, labour and material rates, actuals and win-loss outcomes
Output FormatDashboard showing every quote, the margin promised, the margin the job returned.
“I can see what the last ten jobs like this one actually earned before I sign the quote.”