SERVICES

Metrics and margins.

A revenue-based bonus seems logical. But it rewards sales volume, not money earned. So your salespeople discount, and you pay for it twice. Measure what each person can actually control.

WHO IT’S FOR

For businesses where data lives in Excel spreadsheets that no one fully trusts.

WHAT’S INCLUDED

I focus on pricing, profitability and management data.

I build a KPI cascade, linking day-to-day activity measures to sales and profit outcomes. I select a few leading indicators and a few measures of results already achieved.

I develop a margin model by customer, channel and product, including the cost to serve.

I show where price is lost in sales and whether supplier rebates and marketing contributions reach the margin.

I prepare a monthly management report so the owner and team use the same view.

I prepare a quotation calculator linked to costs, making the planned margin visible before a proposal is sent.

WHAT YOU RECEIVE

  • A margin model and clearly defined metrics for pricing, customer and incentive decisions.
  • A monthly management report structure and an agreed update process.
  • A quotation calculator showing the planned margin before a price is offered to a customer.

AGREED INDIVIDUALLY

Data sources, reporting frequency and technical scope are agreed before starting. A data specialist handles the technical reporting setup; I am responsible for the metrics and commercial logic. I start with existing systems and agree any changes required.

TIMELINE AND PRICE

Typically 3 to 5 weeks.The scope, timeline and price are set out in an individual proposal.

CONTACT

Let's talk.

The first conversation is free. In 30 minutes, it's usually clear whether I can help.

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